The Academy

Service Mastery for Advisors

From order taker to trusted guide. Twelve chapters on video with John Fairchild: the advisor identity, creating value without pressure, the service sales flow, product-specific presentations, trust as a tool, follow-up, digital communication, de-escalation, documentation and the advisor career path. A quiz after every chapter and a certificate at the end.

Please contact the course administrator to sign up for this course.

Twelve chapters, each one a conversation with John about how a high-performance advisor actually works: the traits, the daily blueprint, the sales flow, the product presentations, and the documentation and career habits that turn an advisor into a future manager.

Watch the chapter, read it, take the quiz. Your manager sees your progress. Finish all twelve and the certificate is yours.

For the service manager

Running this with a team? The two-page manager’s guide sets out the twelve-week cadence, what to watch for on the drive each week, and how to read the worksheets. Download the manager’s guide (PDF).

The Essential Traits of a High-Performance Advisor The 10-Minute Training Expansion Creating Value Without Pressure A Day in the Life: The Advisor Blueprint Mastering the Service Sales Flow Product-Specific Presentations Trust as a Tool Post-Visit Follow-Up Systems Digital Communication Mastery Emotional Intelligence and De-Escalation DMS Documentation Excellence Advisor Career Path and KPIs Final Assessment

Let’s fix your drive.

A free 30-minute consultation with John. No pressure, just a look at what’s possible.