The Refocus Coaching Academy Online Course for Advisors Logo

Frequently Asked Questions

How will this course help me grow my advisory firm?

In the financial industry, expertise in non-financial retirement planning is becoming more and more important. In fact, 85% of people prefer an advisory business that offers life coaching. Your clients are asking for it. By incorporating The Refocus Coaching Academy content into your firm’s offerings, you will gain a new competitive edge, new revenue source, added referrals, and so much more!

What topics are covered in the course?

There are four key topics (we like to call them pillars) in our gateway course: Rediscover Your Uniqueness, Reorient & Repurpose, Social Connections, and Leave a Legacy. These pillars explore various aspects of retirement that you will share with your clients, offering practical exercises and worksheets for personalized planning. The guide includes the Retirement Summary Plan, combining all pillars into a step-by-step strategy.

You’ll also receive a full 20+ page workbook, including materials like the Refocus Transition Wheel, Retirement Summary Plan, as well as a comprehensive slide deck, and other necessary client-facing tools to enhance discussions.

Who is this course designed for?

This course is built for both recently established financial advisors and experienced CFP® professionals who seek to enhance their non-financial expertise in retirement planning and provide even more exceptional service to their clients. No matter what stage of life you are in, there is always room for growth… And what better way than to help your firm’s clientele!

How long will I have access to the course?

After purchasing the course, you will have lifetime access. There is no need to renew at any point.

Who is the course instructor?

The video lectures in The Purpose Driven Retirement Coaching Guide™ are instructed by Scott Miller, a Certified Professional Retirement Coach. Scott retired from a career in dentistry to help others in their retirement journey. To learn more about Scott, click here.

Will I receive anything in the mail?

The Purpose Driven Retirement Coaching Guide™ is 100% digital, so you will receive everything online. Your instant access to all the material begins with your Teachable purchase and account set up.

If you’d like to explore our physical products, for your personal use of client-experience, we offer The Signature Refocus Coaching Workbook or Value Card Decks here.

What is the most effective way to learn the course content?

As you go through the course modules, ensure that you are downloading the corresponding worksheets and slides for a better understanding and more immersive experience. We also encourage you to fill out the worksheets for yourself! Here’s a step-by-step:

 

  1. Read the Lesson Introduction
  2. Watch the Lecture Video
  3. Download/Complete Action Items
  4. View & Utilize Resources
  5. Proceed to Next Lesson

Will I receive a certification upon completion of the course?

Yes, upon successful completion of the course, you’ll receive a certification of completion! This certification demonstrates your commitment to professional development and your expertise in non-financial retirement planning. You will officially be a Refocus Certified Advisor™!

How long will it take me to complete the course?

Completing the entire course, from start to finish, typically takes between 1.5 to 3 hours, depending on the person. The course consists of approximately one hour of video lecture, 22 lessons total, and an additional hour dedicated to interactive exercises for you to complete at your own pace.

How do I access the curriculum post-purchase?

If you’ve already purchased the course, you’ll simply navigate to our hosting site at refocuscoaching.teachable.com. Next, click on “Login” located in the top right of your dashboard. Once you’ve entered your account credentials, you can find the course in the “Owned Products” header section, next to your profile icon.

 

Does Refocus Coaching offer a course guarantee?

We are certain that our course will provide you with everything you need in providing non-financial retirement coaching to your firm’s clients. Our course, The Refocus Coaching Academy: Purpose-Driven Retirement Coaching Guide for Financial Advisors, comes with a 14-day money back guarantee. The 14-day period starts the moment you purchase the course with access. Learn more here.

Can I share my course login with others?

The Refocus Coaching Academy offers four pricing tiers: Individual Advisor, Bronze Firm, Silver Firm, and Gold Firm.

  • Individual Advisor Pricing: This tier grants access exclusively to the enrolled individual. Each user receives their own unique course login. Sharing login credentials is strictly prohibited. Refocus reserves the right to terminate any account found in violation of this policy to maintain integrity and fairness.
  • Bronze Tier: Provides access for up to a total of 5 students. Each student will create their own login credentials after the main purchase sets them up as users.
  • Silver Tier: Allows access for up to a total of 10 users. Similarly, each user will create their own login credentials after initial setup.
  • Gold Tier: Grants access for up to a total of 15 users. As with the other tiers, each user will set up their own login credentials after the main purchase process.

To learn more about the pricing structure, navigate here.

Does the course offer continuing education credits?

While our course does not offer formal continuing education credits, many firms recognize the value of the skills gained through our training. Completing our course may contribute to your professional development and enhance your credentials as a financial advisor. We recommend checking with your firm to determine if they offer continuing education credits for completing our course.

Questions are the root of all answers.

Download

The Refocus Transition Wheel

~ A Client-Facing Tool ~

Guide your clients to a more purpose-filled retirement with this client-facing tool. A great conversation starter about the second half of life and areas that need extra focus. 

You Got It! Check Your Inbox for Your Download!