Broker Check


Axiom is a two-week intensive coaching program. Experienced advisors will either acquire, or deepen, their philosophical understanding of what they truly accomplish for people. For those advisors who have yet to reach their potential, they will learn the practical components that determine client engagement and the tactics to produce better outcomes. Advisors who sense unfulfillment, and those who are doing well yet still open-minded, will gain new ideas and an alternative way of thinking. Regardless of duration in the industry or level of success, every advisor should be open to transformation of their business and forging a new future.

"If you want to understand something, take it to the extremes or examine its opposites."

- Boyd by Robert Coram

Week 1- Theory

Why Axiom?
What is required of me?
How can I be successful in Axiom?
What do we accomplish for others?
What business are we not in?
What business are we in?
Where do we start?
How does action occur?
What does having avoided failure look like?
How do we assess a person’s circumstances?
What are the possible paths?
What action should be taken?

Week 2- Application

What type of interaction am I having?
What is the construct of a meeting?
What meeting am I conducting?
What am I there to accomplish?
What concept is critical to impart?
What are the possible outcomes?
"What do you do?"
What happens next?



“I've been a Financial Advisor for over 20 years and have been to a lot of different training programs hosted and planned by financial service companies.  I've never had a better educational experience than what is provided by Axiom. It's so refreshing to gain the perspective, coaching, leadership, experience and expertise from someone who actually does what I do for a living."

- Experienced Financial Advisor

“The Axiom program content is excellent. It contains the building blocks an Advisor needs to develop a quality, high-activity business. Axiom provides a proven methodology and powerful language needed to help clients make the right decisions. This program is much more than just high-quality content. It gives Advisors access to one of the best teachers and coaches this industry has ever produced. I highly recommend the Axiom program for any producer regardless of their time in the business.”
- General Agent

“I have been in the industry for 17 years.  Axiom is what I had been missing for so long.  I have never had such practical and meaningful instruction on how to conduct meetings with real people. I would consider myself to be successful and a leader in my agency yet Axiom has helped guide me toward a path that is so much better for me, my team, my clients and my agency.   I hope more people in leadership and Financial Advisors can experience Axiom in the future – we need this.  There is no doubt that they will greatly benefit from Axiom's coaching and leadership.”
- Experienced Financial Advisor

“I've been in this business for 20 years and have never received training like this…anywhere! I have used several “coaches”, attended dozens of company sponsored “conferences” and nothing comes close to what I learned in Axiom. Axiom has helped me organize and simplify my process for getting in front of new people and getting them to act. It's completely changed the way I conduct and run my business. For new candidates entering the business, this training is invaluable to their success. I will continue with Axiom for the remainder of my career, as I learn something new and impactful every session which I can immediately implement in my business.” 

- Experienced Financial Advisor

Action Steps & Pre-Requisites

You will be asked to read, or reread, the books below. There are several options online for audio, kindle, paper, etc.

In times when we want to acquire a new skill or face a formidable challenge we hope to overcome, what we need most are patience, focus, and discipline, traits that seem elusive or difficult to maintain. In this enticing and practical book, Thomas Sterner demonstrates how to learn skills for any aspect of life, from golfing to business to parenting, by learning to love the process.

Buy the Book

Drawing on Zen philosophy and his expertise in the martial art of aikido, bestselling author George Leonard shows how the process of mastery can help us attain a higher level of excellence and a deeper sense of satisfaction and fulfillment in our daily lives.

Buy the Book