Turn qualified advisors into confident producers.

Massachusetts firms may be eligible for up to $15,000 in Massachusetts Workforce Training Fund support. A focused, ten-week program that builds the skills and habits your advisors need to grow themselves and strengthen their firms.

Book an intro call with Maria

Explore the Program

The problem we solve

Your best advisors are too busy doing the work to be strategic about it.

Client meetings, financial plans, prospecting as best they can. Heads down all day long. Time to work on their own development is what the calendar never seems to allow.

Elite Advisor Development is the valuable time-out that your advisors need. It makes development and growth something that finally gets scheduled: ten focused weeks, expert coaching, habits that hold long after the program is done.

Learn more about Maria

Smiling woman with gray curly hair and glasses pointing upward while wearing a beige blazer.

Created by Maria Considine King, who coached more than 1,000 advisors over two decades at Commonwealth Financial Network.

MBA

iPEC

Kolbe

Commonwealth Financial Network

The program

A financial advisor development program, designed for growth.

Five modules over ten weeks, delivered live over Zoom, with accountability that makes new work habits stick.
Open to firms anywhere. Massachusetts firms may be eligible for up to $15,000 in state Workforce Training Fund support.

modules

weeks

live sessions

15K

funded

WHY FIrms invest

This is what your firm acquires.

We don't just develop your advisors.
We increase the value of your firm.

Increased productivity

A disciplined growth system that turns new skills and development into measurably increased production for your firm.

Enterprise value

A deeper bench and stronger continuity makes the firm worth more when it matters most.

Succession readiness

A team ready to step up when transition comes, so that the future never again rests on one person.

Increased capacity

New client onboarding and workload capacity is increased meaningfully.

The CURRICULUM

Professional

Foundation

Conduct a comprehensive read of your practice, think strategically, set goals, and establish communication habits that separate high performers.

Module 01

Client Service

Strategy

Segment the book, tier the service, and audit the client experience.

Module 02

Relationship and

Referral Plan

Intentionally design compelling introductions, productive COI partnerships, and consistent communications.

Module 03

Designing a

Productivity System

Perform time audits, delegate strategically, systematize a 20-point system, and create the habits that hold.

Module 04

Building a

3-Year Strategic Plan

Integrate every framework into a measurable three-year strategic plan.

Module 05

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About the Instructor

Two decades. More than 1,000 advisors. One program.

Maria Considine King spent more than two decades at Commonwealth Financial Network, one of the top RIA/independent broker-dealers in the country.

As SVP of Practice Management, she coached more than 1,000 advisors, sharpening the ones who were growing and turning around the ones who stalled. Elite Advisor Development is all of that experience turned into one program your firm can run.

Book an intro call with Maria

15^%

average year-over-year production growth for advisors after completing Maria's programs at Commonwealth (2005-2020).

“ The program reinvigorated our focus on growth and gave us countless new ideas. We now have a growth plan that will reap terrific benefits for our firm. ”

Smiling man with dark hair and a purple tie, outdoor background with greenery.

Jacques Boubli

Partner, Portfolio Strategy Group

It was a fantastic experience. Maria is a great coach. She asked a lot of thought-provoking questions and really pushed us to dig deep and to be the best versions of ourselves.

Smiling man with a beard wearing a blue suit and white shirt, against a white background.

Eric Anthony

Senior Wealth Advisor, Focus Partners Wealth

Maria led the sessions thoughtfully, asking questions that encouraged deeper thinking. The program provided valuable perspectives and strategies for shaping a stronger business development plan.

Smiling woman with shoulder-length brown hair wearing a dark blazer and light blouse.

Lauren Ledger

Senior Wealth Advisor, Focus Partners Wealth

Massachusetts firms: get up to $15,000 toward the program.

Elite Advisor Development qualifies under the Massachusetts Workforce Training Fund Express Program. For eligible firms, reimbursement significantly reduces the net investment while allowing multiple advisors to participate under a single enrollment.

Application Process

We guide firms through the complete application, documentation, and submission process. The paperwork is facilitated.

21-Day Submission Window

Applications are reviewed on a rolling basis. Early submission ensures access to available funds for the upcoming cohort.

Funding Alignment

Eligible firms receive reimbursement that significantly reduces the total investment across all participating advisors.

See If Your Firm Qualifies

For Advisors

Advisors ready to accelerate.

Built for motivated advisors, whether they are establishing a book or expanding one. The program gives them the system to accelerate growth, deepen client relationships, and take on more within the firm.

For Firms

Firms committed to developing talent.

Organizations committed to developing advisory talent through structure, accountability, and measurable outcomes. Invest once. Benefit across your entire firm.