Advisor Growth Journey

Advocis & The Legacy Group Present The Advisor Growth Journey

Advocis is partnering with The Legacy Companies, to bring special access to their Advisor Growth Journey.

The Advisor Growth Journey provides bite-sized, actionable insights that will enhance and evolve your practice. Gain access to all the resources you’ll need to continue growing as a financial advisor.

Who Should Enrol?

  • Individuals who are planning-focused, wanting long-term client relationships, and committed to making a difference.

Program Overview

  • Online learning
  • 18+ CE accredited with The Institute, FP Canada, CIRO, IIROC, AIC, ICM, ICS and CSF
  • No prerequisites required
  • 1 year of access to course materials
    • A one-year access to the Advisor Growth Journey program can be purchased on an annual basis of $997.00 for members or $1,047 for non-members, plus applicable taxes.
  • 12 month subscription payment plan
    • The program can also be purchased on a twelve-month subscription basis at a cost of $102.00/mth for members and $108.00/mth for non-members, plus applicable taxes

The program start date and payment will be withdrawn immediately on registration and then on the 1st of each month thereafter for the twelve-month subscription period. 

Note: Please check with your jurisdiction, designating body or professional association regarding their CE requirements.

Program Features

  • Full access to the Advisor Growth Journey.
  • Ability to use all the Intellectual Property covered in the Journey.
  • License to the industry-leading Qualitate™ software.
  • Assessment directing you to your journey priority.
  • A workbook for each stage in the Journey to help facilitate the learning and implementation.
  • Rich library of resources, articles, tools and access to a library of on-demand webinars.
  • Invitation to regular live webinars on timely topics.
  • Marketing assets to use on your website to engage prospects.
  • Access to a community of like-minded advisors.
  • Dedicated Client Experience Manager.
  • CE accreditation by various professional bodies.
  • Want to Learn more about Study Groups for the Advisor Growth Journey? Click here.

Completion Requirements:

  • Overall passing mark of 60% 
  • Completion of quizzes (100% of overall mark)


  • Unlimited quiz attempts
  • 365 day window for completion

Administrative Policies:

  • All purchases are non-refundable
  • Expiry date is 365 days after registration
  • Allow for 1-2 business days to access the module following the registration and payment process


One-year program: Cancellations can be made within 30 days following registration through our Member and Client Services team.  A cancellation fee of $200 will be applied for a partial refund of $797.00 for members and $847.00 for non-members, plus applicable taxes.

Twelve-month subscription program: No refunds or cancellations can be made. 

What You Will Learn

The Advisor Growth Journey consists of 5 key areas, each supported by videos, workbooks, tools, and resources to ensure you have what you need to apply the learning to your business in real time, creating measurable results.

Advisor Growth Journey Courses

Ready to Register?


Registration for the Advisor Growth Journey is now open.

1. Focus

Zero in on the things that matter most for generating growth. Define a niche market to serve and develop a revenue production plan for your business. Create a marketing plan to support revenue, with powerful messaging to attract the right types of prospects.


2. Promise

Utilize an industry-leading sales approach to differentiate yourself from the very first interaction. Discover the structure, tools and specific language that’s been a catalyst to advisor growth for more than two decades.

3. Deliver

Enhance your delivery by providing a service that defines you as your client’s most trusted advisor. Step beyond the traditional approaches of typical advisors with our Qualitative Discovery, along with tried and tested structures, tools and strategies to easily make an impactful impression on clients and their families.

4. Anchor

Create clients for life and develop specific approaches to engaging the entire family across generations. Learn how to effectively cluster clients — not segment them — and implement our advisor business organization chart, so you have the right people in the right roles to drive growth.


5. Legacy

A growing business is always evolving. Explore what comes next to plan for lasting growth, maintain a clear vision you stay connected to and be confident in how you will achieve it.