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Advisor Dojo

The Advisor Dojo is a virtual training ground for financial advisors that want to train hard and become better financial advisors.​

Everything you need to know

The Advisor Dojo is a virtual coaching circle designed for financial advisors who are ready to take their skills, mindset, and businesses to the next level. Whether you’ve built a thriving practice or are looking to sharpen your edge, this group provides the structure, support, and challenge you need to evolve.

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This is not just about strategy - it’s about you. The Advisor Dojo focuses on developing the advisor as an individual, understanding that success is rooted in mindset, relationships, and approach, in addition to actions and tactics. It’s a space to explore your potential, engage in creative discussions, and push yourself to grow.

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Why Join the Advisor Dojo?

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The success of your business depends on more than just numbers; it depends on you. This coaching circle helps financial advisors develop:

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  • Self-Improvement: Refine your mindset, improve your relationships, and build habits that support growth.

  • Client Engagement: Strengthen your connections with clients and prospects by mastering rapport, trust-building, and communication.

  • Strategic Thinking: Explore creative ways to innovate and evolve your business, ensuring long-term success.

  • Accountability: Commit to your goals and actions in a supportive environment where follow-through is encouraged.

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What You’ll Work On

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The Advisor Dojo focuses on a range of themes that are vital to the success of any financial advisor, including:

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  • First Meetings: Building rapport, setting objectives, creating a strong agenda, and confidently presenting the value you bring.

  • Subsequent Meetings: Structuring follow-ups and defining client journeys to deepen trust and relationships.

  • Client Relationships: Cultivating trust, staying top-of-mind, and delivering ongoing value.

  • Closing: Understanding when and how to close effectively, with alternative language that resonates.

  • Referrals: Learning to plant seeds, ask confidently, and implement advanced referral strategies.

  • Time Management: Structuring your hours, delegating effectively, and maintaining a productive routine.

  • Work-Life Balance: Aligning goals, hobbies, family time, and personal growth.

  • Mindset: Staying focused, calm, and content in your work.

  • Skillset: Enhancing your qualifications, niche expertise, and professional edge.

  • Purpose: Clarifying your mission, end goals, and the bigger picture of what drives you.

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How It Works

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  • Biweekly Sessions: Meet online every two weeks for 90-minute sessions filled with actionable insights and group discussions.

  • Commitment to Growth: While the group welcomes new participants, a six-month commitment is encouraged to allow for meaningful progress.

  • Access Anytime: Missed a session? Recordings are available to ensure you never miss a beat.

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Your Investment

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The monthly fee for participation is R 1,499 per person, invoiced on the 25th of each month. Sessions continue regardless of attendance, maintaining group momentum and ensuring consistent progress. To preserve group dynamics, we ask that members who leave do not rejoin the same cohort.

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Why the Advisor Dojo?

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Having a professionally facilitated forum to engage with peers in similar positions provides:

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  • A space for creative thinking and problem-solving.

  • A platform to explore ideas and test strategies.

  • An opportunity to connect with other advisors who share your drive and ambition.

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The Advisor Dojo is about sharpening your skills, building your mindset, and expanding your capacity to succeed in an ever-changing industry. It’s a space to push yourself further than you thought possible—and to do so with the support of an experienced coach and a group of like-minded professionals.

Contact

Are You Ready to Step Into the Dojo?

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Join the Advisor Dojo today and start your journey toward greater success and fulfilment in your career. Contact us to secure your place.

+27 10 300 0801

Financial Institution Consult (PTY) Ltd

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