Your Financial Industry Potential

Behind The Advisor Academy provides comprehensive training, mentorship, and help finding your place in the financial industry. We designed the Academy specifically for aspiring financial advisors. Start your journey with us and gain the skills, knowledge, and confidence to excel in the financial industry. Join our community of driven professionals and launch your career today.

Launch Your TODAY

“I started in the Financial Industry in 2013 and had to figure this career out by trial and error, find mentors that would provide feedback on what licenses I needed to pursue without their bias, find time to study for exams, and also pay the bills at the same time. This training is exactly what I wish existed when I was getting started. I could’ve bypassed certain license exams, avoided certain employers, and focused more on building a brand and business than sitting in a cubicle wondering what steps I need to take next to survive in the financial industry. Avoid the same path I went down and sign up for Behind the Advisor Academy.” 

-Patrick Holmes, Financial Advisor

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Our Mission to Empower Financial Professionals

Behind The Advisor Academy offers comprehensive training and mentorship for aspiring financial advisors. Our experienced mentors and structured programs are designed to build trust, develop skills, and guide you toward a successful career in advisory services.

A professional financial advisor mentoring session with students, emphasizing education, trust, and growth

What Our Past Students Say

Hear from recent graduates and financial advisors who transformed their careers with our mentorship programs.

Joining Behind The Advisor Academy was a game-changer for my career. The mentorship and training provided me with the confidence and skills needed to succeed in the competitive financial advising industry. Highly recommended for newcomers!
R. Bonnin
R. Bonnin
Mentee
The comprehensive training and personalized mentorship at Behind The Advisor Academy helped me transition smoothly into the financial advising field. The credibility of the mentors and structured learning path made all the difference in my professional growth.
N. Noto
N. Noto
Mentee
As someone new to financial advising, I found the mentorship at Behind The Advisor Academy invaluable. The clear training path and expert guidance boosted my confidence and helped me secure my first clients quickly. Super pumped.
S. Cooper
S. Cooper
Mentee
The training and mentorship I received from Behind The Advisor Academy exceeded my expectations. It provided me with practical skills and industry insights that are essential for success in today’s financial landscape.
James Parker
James Parker
Financial Professional, FinanceMentor Group

Founder

Husband, Dad, Financial Advisor, Behind the Advisor Mentor, Entrepreneur

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Start Your Financial Journey Today

Join our expert-led training program to kickstart your career in financial advising and gain trusted mentorship.
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Email Us

Have questions about our training programs or mentorship opportunities? Reach out to us at patrick@seventwoadvisors.com for personalized assistance and more information.

Call Us

Prefer to speak directly? Call Monday - Friday 10am to 3pm at (704-736-3688). Our team is available to answer your questions and guide you through our offerings.

Visit Us

Our office is located in Granite Falls, NC. We welcome your visit and look forward to connecting with you in person. Give us a call before you decide to stop in.