Your Financial Advisor Potential
The financial industry doesn’t come with a roadmap — so we built one.
Behind The Advisor Academy helps aspiring financial advisors understand the industry, choose the right career path, and build confidence through practical training and mentorship — without hype, pressure, or bad firm decisions.
Launch Your TODAY WITH CLARITY, NOT GUESSWORK
I entered the financial industry without a roadmap.
No clear guidance. No unbiased mentorship. Just trial, error, and expensive mistakes.
I spent years figuring out which licenses actually mattered, which firms to avoid, and how to build a real career while still paying the bills.
Most of what I learned came the hard way — after wasted time and wrong turns.
Behind The Advisor Academy exists so you don’t have to repeat that path.
We help aspiring and early-career advisors understand the industry, choose the right direction, and focus on building real skills and confidence — not just passing exams or sitting in a cubicle hoping things work out.
-Patrick Holmes, Financial Advisor
Who Behind The Advisor is For
Behind The Advisor Academy is built for people who want to become financial advisors — but don’t want to waste years learning the industry the hard way.
Whether you’re exploring the career, studying for licensing exams, or already working at a firm and feeling unsure about your path, our training helps you understand how the industry actually works so you can make smarter decisions with confidence.
This isn’t generic education or sales hype. It’s practical guidance designed to help you choose the right direction, avoid common traps, and build a real foundation for a long-term career.
How the Academy Helps You Move Forward
- Understand the Industry — Learn how the financial advisory industry actually works — roles, licenses, firm models, and compensation — so you can make informed decisions early.
- Choose the Right Path — Avoid wasted exams, bad firm fits, and unclear career tracks by understanding which options align with your goals and strengths.
- Build Confidence and Direction — Gain the clarity, skills, and perspective needed to move forward with confidence — whether that’s joining a firm, continuing licensing, or planning your next move.