Agency Coaching Packages
On-Demand Learning
Coaching
Coalition The Club Practice Support Group Agency Coaching Packages
Hire Amy
Workshops Speaking Engagements
Resources
What We're Reading What We're Learning Fresh Ideas
Blog
Login

Agency Bundled Coaching

You select the participants. We supply the training. All for one predictable fee.

2026 enrollment closes December 12
Request a Proposal

Agencies that invest in their advisors see measurable returns: higher production, stronger retention, and scalable systems that drive growth. With Agency-Bundled Coaching, you can provide this development to your top advisors at a discounted bulk enrollment rate, saving 50–70% compared to our retail pricing while creating predictable costs for your agency.

Advisors selected for this program participate in The Club, a yearlong coaching program designed for experienced advisors and those on a fast track to success. Each month, members join a 90-minute group coaching call facilitated by Amy Jamrog, CFP®, along with monthly office hours for additional support.

Every advisor seat also includes one Practice Support Group seat for a team member. Practice Support Group meets for monthly office hours that run parallel to The Club, so advisors and staff can learn and apply aligned strategies together.

Enrollment also includes access to our full suite of on-demand courses and workshops. The variety of courses gives advisors and their teams the coaching, training, and resources they need to build efficient and profitable businesses.

How it Works 

Step 1: Choose Participants

Choose which advisors to enroll. Each advisor seat also comes with a team seat in the Practice Support Group .

Step 2:
Approve Your Proposal

Tell us your enrollment count—we’ll send a tailored flat-fee proposal with your savings clearly outlined.

Step 3:
Unlock Access

We handle logistics. Your team gets immediate access to calls, workshops, and on-demand resources.

Pricing

1-15 Advisors

Agency Cost:

$30,000

  • As low as $2,000/advisor
  • Up to 50% in agency savings

16-25 Advisors

Agency Cost:

$40,000

  • As low as $1,600/advisor
  • Up to 60% in agency savings

Unlimited

Agency Cost:

$50,000

  • Co-op this with your advisors for unlimited savings
HIGH-IMPACT BENEFITS

What You Get 

For Advisors:

The Club
Membership

Yearlong coaching with 90-minute monthly calls and dedicated office hours. Top advisors gain tools, accountability, and strategies to accelerate growth.

For Team Members:

Practice Support Group

One team member seat in Practice Support Group. Team members meet monthly in parallel with The Club so they can apply what advisors are learning and ensure implementation sticks.

For the Agency:

On-Demand
Access

Your entire agency unlocks a robust course library, reinforcing skills between live sessions and scaling learning across all levels of your organization.

Workshops + Coaching Curriculum

We kick off the year with a full-day January workshop for advisors and teams, covering systems, processes, workflows, and goal setting. In August, join a second full-day workshop: From Fact Finder to Implementation — a live financial planning experience with demos of the first three planning meetings, interactive breakouts, and case design.

The 2026 curriculum also covers:

  • Growing your investment business

  • Time management

  • Refreshed insurance language

  • Metrics that matter

  • Teaming, succession, and continuity

  • Branding and marketing strategies

  • Technology & AI

  • Tax-savvy planning

  • Client experience

  • Year-end reflection and reset

Ready to Enroll?

Secure your 2026 spot by December 12, 2025.

Please email [email protected] to request your proposal.