The Salty Advisor Training Program and SaltyAdvisors.com provide skills training for financial advisors who want to learn how to create compelling financial plans that help clients connect their resources to What Matters Most – starting with their vision, values, and purpose.
Our founder, Jim Munchbach, CFP® Professional, is the creator of SaltyAdvisors.com and host of The Salty Advisor Podcast.
We offer a skill training and professional coaching services to help Financial Advisors take their business to the next level.
Training for Financial Advisors:
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The Salty Advisor Podcast: Stay up-to-date with industry news, tips, and advice by listening to The Salty Advisor Podcast. Hosted by Jim Munchbach, each episode focuses on a specific aspect of the FREETIC Financial Planning Process and provides valuable insights and information to help financial advisors build trust with clients by creating more compelling financial plans.
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Professional Coaching: Get personalized guidance and support with our one-on-one Professional Coaching. Jim Munchbach will work with you to identify your strengths and weaknesses in the FREETIC Financial Planning Process and provide practical advice to improve your mastery of The Blueprint for Financial Success™.
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The Salty Advisor Training Program: Our online course is a comprehensive training program that covers all the main topics within the FREETIC Financial Planning Process. With the added benefit of Professional Coaching, you’ll get personalized feedback and support to ensure you’re mastering The Blueprint for Financial Success™ .
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The Blueprint for Financial Success: This powerful tool helps you create compelling financial plans that connect your clients’ financial decisions with their vision, values, and purpose. It’s an essential resource for any financial advisor who wants to succeed in today’s competitive landscape.
Ready to take the next step? For a limited time, we’re offering a special hardcover edition of Jim’s book, What Matters Most. You’ll also receive one full size copy of The Blueprint for Financial Success with your order.
If you want to experience the power of biblical financial planning in your life, I encourage you to get a copy of The Blueprint for Financial Success along with a special, hardcover, limited edition copy of Make Your Money Count by CFP® Professional Jim Munchbach.
What Matters Most provides practical guidance on how to create a financial plan that aligns with your values and priorities.
Our training is for financial advisors who want to learn how to master The Blueprint for Financial Success. Don’t miss out on this opportunity to take your financial planning skills to the next level.
