Weylman Center Pricing

The Weylman Center provides the online education, resources, execution tools, and links to prospects for financial professionals at every level of production and tenure.

INDIVIDUAL

Starting from

$33/month

Enjoy the freedom to learn at your own pace while uncovering target markets to narrow your focus, building strategic partnerships to acquire new clients, and creating a client service model for lasting growth and retention.

41 self-paced courses for new and experienced advisors, recruiters, leadership, and staff
Strategic action plans
Proven scripts and tools
Self-analytical assessment
Over 200 target market briefs
Interactive quizzes
Dashboard progress tracking
New courses introduced quarterly
Member-only webinars
24/7 mobile and desktop access
Discounts on services with our key partners

firm

Pricing upon request

Enhance your firm’s training offerings by partnering with the Weylman Center. Equip new advisors with the skills to get off to a fast start, empower experienced advisors to elevate their practice to the next level, and strengthen your recruiting efforts to attract top talent.

Includes all features of Individual Membership
Live coaching with Certified Senior Coaches
Leadership/management group coaching
Advisor group coaching
Firm level user management
Firm level monitoring
Firm level reporting
Discounts on services with our key partners

ENTERPRISE

Pricing upon request

Create a culture of target marketing and prospecting for your entire organization—an advisor’s biggest challenge. Customize the program to align with your company’s vision, with seamless integration through single sign-on for a streamlined learning experience.

Benefits

Why choose us?

We’ve heard from thousands of people over the years who have shared their success stories. And, we can’t wait to hear yours

Easy to Implement Strategies

Learn step-by-step what to do and exactly how to execute growth strategies successfully.

Access to Experts

Gain practical experience, valuable knowledge, and real-world insights delivered by our team of industry experts.

Flexible Self-Paced Learning

Enjoy the freedom to learn and engage with courses at your own pace, tailored to fit your schedule and preferences.

“The Weylman Center has been a game-changer for me as a Senior Professional Development Growth Officer for financial advisors. The trainings and resources are specifically designed to help advisors confidently develop and expand into new markets. With Misty’s guidance, I gained a deeper understanding of how to help advisors identify and attract high-value clients, differentiate their services, communicate effectively, and stay organized and focused for faster success!”

Chelsie Brakke / Sr. Professional Development Growth Officer North Star Resource Group

“Misty is an inspiring and authentic speaker that supports hundreds of our new financial professionals to find sustainable success by helping them to discover their ‘why,’ identify their target markets and create tangible marketing plans.”

Sonal Thacker / MBA, Ed.M Program Manager, Sales Learning Strategy Guardian Life Insurance Company

“The Weylman Center has been an amazing resource for our firm in helping new advisors build sustainable and scalable markets instead of just relying on someone’s “natural market” as our industry has done for so many years.

Misty has provided our team with great insight and ideas on how to build markets, maintain client relationships, and how to stay in front of our clients and prospects in very simplistic and sustainable ways. They were able to implement and execute immediately.”

Travis Hart / LUTCF®, CLU®, CLF® President / CEO Wealth Strategies

Don’t know what subscription best suits you?

Frequently Asked Questions

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Question #1

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