Income. Independence. Impact.

Training the Next Generation of Financial Professionals

Training the Next Generation of Financial Professionals

The path to financial empowerment begins with education. Enroll in a finance course today, and let the journey toward financial confidence and freedom commence. Your future self will thank you!

Finance Courses

Learn how to empower individuals or businesses to take control of their finances, and how to identify and define their financial goals, whether they relate to budgeting, savings, debt reduction, investments, or other financial objectives.

Coaching Courses

Understanding the psychological aspects of money management is crucial. Our Finance coaching courses will help clients recognize and overcome behaviors that may hinder financial success, such as impulse spending or emotional decision-making.

Debt Managament

Develop strategies for managing and reducing debt. This series will help you in creating a repayment plan, how to negotiate with creditors, and offer ways to implement debt reduction techniques.

Embrace your power with Merlin Financial

Welcome to Merlin Financial, your guide to mastering the essential skills, tools, and techniques for insurance agents and investment advisors.

Many outside observers believe that the most successful insurance agents and investment advisors are Wizards; Merlin Financial is here to dispel, “the man behind the curtain“ myth and to reveal all the tricks of the trade, a.k.a. the art of salesmanship in the financial services industry, that you too can Master.

We are excited that you have chosen to join us for this stage of your journey. If you work diligently to learn and apply the principles from this course to your practice, then you are sure to see a dramatic improvement in the quality and quantity of your client relationships.

  • WHO CAN WE HELP: For financial professionals with less than three years of experience who are dissatisfied with their ability to attract, close, and retain their ideal clients due to poor or non-existent training specific to the financial services field; Merlin Financial offers an online acceleration course that provides the skills, tools, and coaching you desire.

  • OUR MISSION: to provide the essential skills, tools, and coaching to new financial professionals, who have a desire to earn a significant income, make a great impact on their clients and community, and to achieve personal/professional independence. (3is)

    We aspire to provide these benefits in a way that is compliant, ethical, and frictionless, a.k.a. enjoyable and easy for both the Advisor and their prospective clients.

  • GOAL OF OUR COURSES: Regardless of the specific financial goals or challenges individuals may have, there are courses available to cater to various needs and levels of expertise. These courses can empower individuals with the knowledge and skills needed to make informed financial decisions and build a secure financial future.

Start Your Training Today

Upcoming Courses You Won’t Want to Miss

Once Upon a Time

With everything we seek to truly Master we need to start at the beginning, with our first-principles. Some of the topics and processes (modules) in this course may already be familiar to you, if you already have a year or two of experience in the realm of financial services. Nevertheless, we encourage you to fully immerse yourself in this course as our approach to these modules will be unique indeed.

In this course you will:

1. Create your initial prospecting database
2. Learn the rights and wrongs of how to approach prospects (The Golden Rule)
3. Implement the Triangle Relationship Marketing System (practice, advocate, referrals, and if appropriate, close)
4. Handle the 6 Client Objections
5. Memorize the first “Standardized Presentation” (BYOB or 3-Buckets)
6. Define your 2-3 niches and USP/UVP

Understanding Debt

The Merlin debt management course is designed to empower individuals with the knowledge and skills needed to take control of their financial situation, reduce debt, and build a more secure financial future.

In this course you will gain the tools to:

1. Understanding Debt
2. Budgeting and Financial Planning
3. Debt Repayment Strategies
4. Negotiating with Creditors
5. Credit Counseling
6. Financial Behavior and Habits
7. Long-Term Financial Planning
8. Emergency Funds and Savings
9. Resources and Support Services

Flexible pricing options

Choose from one course or a series.

One At a Time

$

per course

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What’s Included

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Most Popular

Full Series

$$

full course series (up to 6 courses)

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What’s Included

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Mix and Match

$

pick 3 courses

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What’s Included

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You Have The Power

Mastering the Art of Financial Understanding & Freedom

Imagine a life where financial decisions are made with confidence and clarity. By enrolling in our finance courses, you’re investing in yourself and your future. Don’t let financial uncertainty hold you back. Embrace your power …