Earned Confidence

Earned Confidence is a concise, implementation-first course designed to give you a repeatable structure for listing appointments—especially the commission portion of the conversation. The focus is on preparation, discovery, and language frameworks you can apply immediately, with supporting notes and worksheets to make it easy to practice and repeat.

The course is organized into six short modules and includes downloadable materials that help you define your service standard, pre-frame your process, run clearer discovery, and respond to commission questions without over-explaining. You’ll also get simple tracking and debrief tools so the system becomes consistent over time.

Included with your purchase

  • 6 video lessons (short, focused, and designed to implement)
  • Downloadable course notes for each lesson
  • Worksheets & prompts to build your personal language and process
  • Pre-frame templates you can customize for your voice
  • Discovery question map to guide consult conversations
  • Commission conversation cue card for in-the-moment structure
  • 30-day scoreboard to track wins and reinforce consistency

Course modules

  • Module 1 — The Advisor Mindset
    Define your Full-Service Promise, clarify what you deliver, and set a grounded personal standard for how you work.
  • Module 2 — The Pre-Framing Advantage
    Build trust before the appointment using a simple pre-frame sequence (message + resources + touchpoint) that sets expectations early.
  • Module 3 — The Discovery Dialogue
    Use a 4-layer discovery flow to uncover motivation and align on goals so your recommendations land clearly.
  • Module 4 — The Commission Conversation Framework
    Follow a step-by-step structure to guide fee conversations calmly, respond to questions, and keep the tone collaborative.
  • Module 5 — The Confidence Keystones
    Apply clarity, curiosity, flexibility, and fairness as a simple decision framework when the conversation gets tense or uncertain.
  • Module 6 — Building Habits That Hold
    Install a light routine for prep, follow-up rhythm, debrief, and tracking so the approach becomes repeatable over time.

Format: On-demand video lessons with downloadable notes and worksheets.
Time: Approximately 90 minutes total, designed to apply immediately.