Welcome to the Income Distribution Masters Program

Empowering Financial Advisors in Income Distribution Planning

Are you a financial advisor seeking to excel in the world of income distribution planning? Look no further! Our subscription-based website is specifically designed to equip you with the knowledge and tools you need to succeed. Master Income Distribution Planning with EASE! Whether you already have a client facing process and are looking to take it to the next level or you are more transactional in nature and want to become planning focused, you are in the right place! Why reinvent the wheel, when it’s all here for you to watch and learn from some of the best!

Built for Advisors, by Advisors!

Learn from the Best: Insights from Successful Advisors.  We understand the value of learning from those who have walked the path to success. That's why our training is delivered exclusively by accomplished financial advisors who have actually implemented income distribution planning strategies and still do so today.  This won’t be theory, it will be practical takeaways you can immediately start using with your own clients. Benefit from their expertise, real insights, and industry know-how to take your practice to new heights.

Why reinvent the wheel?

Learn about the EASE Process: Envision, Analysis, Solutions, Evaluation. Our four-step process, EASE, is the cornerstone of our training program. We guide you through each stage, empowering you to confidently navigate income distribution planning for your clients. From Envisioning their goals to Analyzing their current situation, presenting tailored Solutions, and providing ongoing Evaluation of the outcomes, EASE is your roadmap to success. You'll learn about the the power of the Pyramid Matrix and how it: Prioritizes, Categorizes and Connects. We go beyond theory by providing you with practical frameworks. This visual tool enhances your ability to create effective income distribution strategies and maximize client satisfaction. Interactive Software for Real-World Scenarios. We guide you through how to present interactive software with a client which will take your learning experience to a whole new level. Delve into engaging graphics, images, and learn to create multiple what-if scenarios to establish you as an expert, educate your clients and ultimately gain their trust.
Enroll today!

Will it work for me?

Celeste Gurule, CFP®

I have managed hundreds of advisors over my career; the process and content of this program will absolutely differentiate your client experience and change the trajectory of your practice.

Game changing!

Travis Simas, CFP®, CRPC®

Implementing a process and using interactive software has been the single most impactful change I’ve made to my business! Having operated this way for several years now, it’s the only way I want to work with clients.

All this and more!

A premium subscription provides you with the following valuable benefits:

  • Access to 6 comprehensive learning modules, 49 lessons, and over 2 hours of video content

  • Exclusive sales scripts, visual tools, and additional resources

  • Access to a growing community of like-minded individuals

  • Coming soon: Live monthly "Ask the Expert" Zoom sessions

Process Driven vs Product Centric

Don't miss out on this exclusive opportunity to enhance your skills, elevate your practice, and make a real impact on your clients' lives. Sign up today and embark on a transformative journey towards becoming a proficient income distribution planning expert!

Enroll today

Course curriculum

  1. Course 1 - Income Distribution Advisors: Welcome

  2. Course 2 - Envision

  3. Course 3 - Analysis

  4. Course 4 - Solutions

  5. Course 5 - Evaluation

  6. Chapter 6 - Overview of Power Phrases

Includes

  • 51 lessons
  • 2 hours of video content

What are you waiting for?







"With the ability to tap into the exact same language top advisors use, see the scripts, strategies, and visuals, this is a no-brainer!"











"You can easily take your business to the next level. In a few months from now, you'll wish you started today. So, start today."

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Hear it from others:

Lt Col Rick Francona, USAF (Ret)

From a client perspective:  "After using several financial planners, it was not until going through the EASE Process that we actually fully understood our true financial situation.  With that information and the ability to view different scenarios, we now have what we always wanted- peace of mind! It works."



Karl Brantley, CEO of The Resource Group

“I have personally grown my practice to $500m AUM and benefited from many personal introductions because of using the EASE process with clients.  Getting them to the live, interactive, cash flow modeling is where the clients get it, and become motivated to solve for the “what if” scenarios presented in meetings.  It has created a 6x multiplier of revenue for the practice."