PROGRAMS & SERVICES What we offer

Modewealth University

MWU is a requirement for any of our affiliates, partners, or advisors. Through MWU, we help you fill the gaps in your current service offering. Depending on your focus, current approach, current carriers, and desired direction, we provide you with educational courses, but most importantly, success is driven and implementation rich so that you can add more value to your customers immediately, which in turn, makes you more profitable.

Opportunities

Some of you will utilize Modewealth Advisors as a way to increase value in your current position with your current carrier(s). This can be an extremely effective way to grow your business. Others will identify with our unique value proposition and determine that a partnership is better for your business. Our partners share in the commission generated by our holistic approach, and desire to create a more integrated relationship. There will also be those who desire to work for us exclusively and take advantage of everything we have to provide, including paid training, access to preferred business markets and exclusive tools. There is no judgment in this decision as there is a lot to consider. We have helped professionals in all but a few direct carriers, many Broker-Dealers and Insurance Brokerages large and small. Learn more about these programs by clicking here.

Events

As our network of associates continues to grow, we continue to have events aimed at educating those in any sector of the financial services field, network, and increase in tools and resources. We learn more about how we can continue to provide value to our customers. Every quarter we have regional events (Modewealth Ciphers) at golf courses and resorts across the country. Once a year in a typically tropical environment, we have our Annual ModeWealth Summit which aims to do the same, on a much grander level.

Agency CFO 
(Cash Flow Optics)

Agency CFO is a specialized course provided by Modewealth University that targets Financial Services Professionals. This program will help you change the value dynamic in your approach. If you are losing business to more postured professionals, CPA’s, etc., this program is for you. This course will also help you determine if your organization is compliant, tax-efficient, and operationally viable. You will learn how to ensure this for your clients as well. We will change the value dynamic forever putting you in the driver’s seat of your career while helping you do the same for others.

Accreditation 

In the Insurance and Financial Services fields, accreditation can be an important part of your career development. Ask yourself, how much money has my accreditation helped me obtain? For those of you thinking of getting accreditation to ask yourself, who is this for, me or for my clients? Will this help me make more money? Education is extremely important. If you look at the numbers, however, most credentialled individuals are employees of an organization. Much fewer are CEOs or founders of organizations. We have designed our accreditations around entrepreneurial pursuits. We have curriculums for the accreditations statistically most likely to increase the acumen for those that want to run their business, not those who want to be run by one. Through several associations inside and outside of our industry, ask us what we can do to educate you toward your financial dreams.

Financing

Because we are an organization designed around the question, “What is it that most Financial Professionals truly need when they get started?” We provide financing or a path to financing for our professionals. Acquiring financial resources to do the things necessary to help you toward your goals is extremely important. Unless you have a rich uncle with an entrepreneurial bent, we all need leverage at some point in our path towards our destiny. We help financial professionals obtain the leverage needed through several financing options and alternatives.

PROGRAMS & SERVICES What we offer

Modewealth University

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Opportunities

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Events

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Agency CFO 
(Cash Flow Optics)

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Accreditation 

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Financing

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Our strategy

The Process is the Magic

Our first step is to ensure that you as a professional have what you need to be successful.  After that, we help launch/re-launch you into your career with a process that maximizes your skill-set.  We work with many Financial Services Companies with Business Clients.

  • Insurance Specialists
  • Wealth Advisors
  • Insurance Agents
  • Business Consultants
  • Marketing Professionals
  • Loan Officers
  • Commercial Loan Officers
  • Real Estate Professionals
  • B2B Sales Professionals
  • Account Executives
choose your plan

You’ve Got All Reasons to Move Your Team to BrainBizz Right Now

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Basic Plan
$59
/ per month
  • Advanced Analytics
  • Change Management
  • Corporate Finance
  • Strategy & Marketing
  • Information Technology

Since day one, our formula for success has been simple-create a high-impact.

Ultra Plan
$69
/ per month
  • Advanced Analytics
  • Change Management
  • Corporate Finance
  • Strategy & Marketing
  • Information Technology

Since day one, our formula for success has been simple-create a high-impact.

RECOMENDED
Premium Plan
$89
/ per month
  • Advanced Analytics
  • Change Management
  • Corporate Finance
  • Strategy & Marketing
  • Information Technology

Since day one, our formula for success has been simple-create a high-impact.

CLIENT TESTIMONIALS What People Say About Us

Agents appreciate that Mode Wealth provides so much more than access to products and services . We provide a process.

CLIENT TESTIMONIALS What People Say About Us

Agents appreciate that ModeWealth provides so much more than access to products and services. We provide a process.

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