Your Financial Future Today

Ready to take the next step in your financial advising career? Enroll in Behind The Advisor Academy and gain access to expert mentorship, comprehensive training, and a supportive community. Start your journey to success now!

Enroll Now
Learn More

Unlock Your Potential with Behind The Advisor Academy's Key Features

At Behind The Advisor Academy, we provide a comprehensive suite of features designed to elevate your financial advisory career. From personalized mentorship to cutting-edge resources, discover how our platform can transform your approach and drive success. Join a community dedicated to excellence and continuous growth in the financial advisor field.

Financial Advisor Foundations
  • Get licensed and ready to serve clients.
  • Follow a step-by-step training path built for new advisors and career changers.
  • Learn how to launch without wasting money on tech or unnecessary tools.
    • Learn More
    Find Your Financial Advisor Role
  • Build your brand and credibility with proven strategies.
  • Automate your marketing with CRM, funnels, and drip campaigns
  • Use ready-made workshops, marketing kits, and social media templates to generate your first leads
  • Master outreach systems that bring in consistent clients
  • Create scalable operations with simple business structures and virtual support
  • Expand into multiple revenue lines
  • Build a strong personal brand that attracts clients and referrals
  • Position yourself as the trusted authority in your market
    • Learn More
    Build Your Practice
  • Build your brand and credibility with proven strategies.
  • Automate your marketing with CRM, funnels, and drip campaigns
  • Use ready-made workshops, marketing kits, and social media templates to generate your first leads
  • Master outreach systems that bring in consistent clients
  • Create scalable operations with simple business structures and virtual support
  • Expand into multiple revenue lines
  • Build a strong personal brand that attracts clients and referrals
  • Position yourself as the trusted authority in your market
    • Learn More

    Affordable Plans

    Choose the plan that best fits your career stage and goals.

    Early Career Fast Track

    $67/month

    Ideal for newcomers beginning their financial advising journey.
    • Access to foundational courses
    • Mentorship from industry experts
    • Community support
    Get Started

    Career Changer Fast Track

    $1,497/month

    For those aiming to become top-tier financial advisors.
    Upgrade Today

    Join Our Financial Advisor Training Program

    Kickstart your career in finance with expert mentorship and proven training paths designed for early professionals.
    Get Started Today

    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.