Membership
Program

Membership

World Class Advisors offers a rare opportunity to join a community of forward-thinking financial professionals. Our membership program is designed to give advisors access to proven strategies, personalized coaching, and a framework for building the kind of holistic planning firm that truly stands apart.

Membership Tiers

We’ve created three levels of membership to meet you where you are in your professional journey:

Core Growth – $500/month or $5,400/year (save $600)

• Group coaching calls with a seasoned executive coach
• Access to mindset and strategy sessions inspired by the Two Hour House framework
• Foundational tools for growing your practice and building efficiency

Advanced Advisor – $2,500/month or $27,000/year (save $3,000)

• All Core Growth benefits
• Personalized one-on-one strategy calls with an industry leading coach with decades of experience in financial services
• Tailored growth plans for expanding into affluent markets
• Deeper access to frameworks for holistic planning and client engagement

Executive Elite – $7,500/month or $81,000/year (save $9,000)

• All Core Growth and Advanced Advisor benefits
• Private quarterly intensives (virtual or in-person)
• Exclusive access to advanced growth frameworks, presentation strategy, and positioning for elite clientele
• Priority scheduling and direct access to your coach between sessions

Why Membership Matters

Most advisors work in isolation, without the resources, support, or holistic model necessary to fully serve their clients. By joining World Class Advisors, you gain more than just education—you gain a framework and community that elevates your practice. Estate planning, business succession, retirement strategy, and family wealth transfer are all areas where affluent families face complexity. Without support, many advisors risk falling short of their clients’ expectations.

What You Gain

• Access to expert industry coaching
• Resources and templates proven successful in a model office environment
• A supportive community of advisors who share your ambition to grow
• Holistic strategies that go beyond investment management, addressing the full financial picture
• Marketing tools and support to streamline your growth

The Risks

The financial services industry is changing quickly. Advisors who continue to focus narrowly on investments alone risk being left behind. Clients now expect comprehensive planning—covering estate issues, tax strategies, retirement, and legacy concerns. If you don’t have a framework or a support system, you risk losing your most valuable clients to those who do.

Join Today

Becoming a member of World Class Advisors is more than an investment in your business—it’s an investment in your future, your clients, and your legacy. The scarcity of holistic planning firms makes this an exclusive opportunity to set yourself apart in the marketplace. Don’t miss your chance to align with a model office and a proven philosophy that will help you deliver world-class service.

Ready to take the next step? Join World Class Advisors today and gain access to the resources, coaching, and community that will transform your practice.