Evolve How You Lead,
Advise, and Grow
A first-of-its-kind leadership certification for financial professionals ready to scale with purpose, lead with clarity, and serve with human depth - by mastering themselves first.
Powered by the Integrative Wealth Operating System, this program merges identity, behavioral science, and business strategy to transform your client experience and grow an aligned, differentiated practice.
8-Month
Program
Feb–Sept 2026
3-Day Immersive Retreat - CIVANA
Feb 10–12, 2026
Hybrid
Delivery
Live Virtual + In-Person
2x/Month Evolution Labs
Fridays | 10:30–12:30 PT
The Financial Industry is
Ready for a Revolution
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Deeper Differentiation
Tech, pricing, and portfolios can’t explain you. Without a deeper framework, your brand blends in.
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New Growth Models
Scale often comes at the cost of energy, clarity, or connection. Growth shouldn’t require burnout.
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multi-Dimensional Client Conversations
Clients are ready to talk about life, values, and vision but most advisory models aren’t built for that depth.
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Leadership With a Map
You're making it work but with no structured system for evolving your leadership, team, or impact.
The Integrative Wealth
Advisor Certification
Master the Human (R)evolution Method, a structured framework that transforms how you lead yourself, serve clients, and grow a purpose-driven practice.
Clarity, Confidence & Alignment
Lead from your core identity, not conditioning. Align your values, mindset, and vision to lead authentically in high-stakes environments.
Systems, Decisions & Growth
Design frameworks that scale. Make strategic decisions with clarity. Translate internal alignment into how you lead across life domains. Optimize your resources - time, energy, and money - to fuel your life and business.
Leadership & Legacy
Expand your influence and create lasting change. Build a differentiated brand, sell with heart, and communicate with authority and depth.
Complete Program Experience
- 3-Day Immersive Retreat
February 10-12, 2026 at CIVANA
Luxury wellness experience that integrates strategy, mindset, and connection. Step away from the noise to ground, recalibrate, and lead with renewed clarity.
- 2x Monthly Evolution Labs
2-Hour Virtual Sessions
Interactive workshops blending theory and real-world application. Live on Fridays 10:30-12:30 PM PT (recorded for flexibility).
- Monthly Integration Workshops
Applied Practice Sessions
Facilitated small groups to implement and embody the work in real-time.
- 1:1 Implementation Session
Kick-Off & Client Journey
Personal strategy session with an IWA Facilitator to customize and activate your client transformation model.
- Office Hours & Group Coaching
Monthly Support Touchpoints
Live drop-ins for nuanced feedback, real-time Q&A, and integration. Held one Friday/month, 10:30–12:30 PM PT
- 24/7 Membership Portal & App
Complete Resource Library
On-demand access to daily practices, client toolkit library, community chat, and all recordings - centralized in one place.
Time Commitment:
6 Hours/Month + Daily Self-Connection Practice
All learning is applied in-session. 75% live attendance required for certification.
Program runs February–September 2026.
PROVEN RESULTS. REAL IMPACT.
Hear from past participants who’ve redefined how they lead, live, and grow their practice.
Your Return
on Investment
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Deepen Client Relationships
Align financial strategy with clients' values and vision, grounded in relational intelligence.
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Organic Business Growth
Attract ideal clients through authentic connections and differentiated service offerings.
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Market Differentiation
Create unique client experiences that provide deeper, more fulfilling services than competitors.
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Aligned Professional Network
Connect deeply with purpose-driven professionals and exchange best practices.
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Expand Your Capacity
Optimize energy and sustain your ability to lead without burning out.
Who This Is For
The IWA Certification is built for experienced professionals who are ready to lead the next era of financial advising whether you're:
- Leading your own firm and building a differentiated, human-first practice
- Stepping into a new chapter after years in executive or leadership roles
- Emerging as a next-generation leader ready to claim your voice and credibility
- Serving a specialized client base and seeking frameworks that match your depth
FREQUENTLY ASKED QUESTIONS
Program Structure & Curriculum
Who is this certification for?
How is the program delivered?
What’s the time commitment?
Is the in-person retreat required?
What happens if I can’t attend all the live sessions?
Does this offer CE credits or count toward a designation?
Can I bring this work into my firm?
Ready to Lead the Next Era of Financial Advice?
Join a curated cohort of professionals committed to building human-first practices, deepening client impact, and growing with alignment.
