Enganging Learning Experience

Engage with dynamic content and live coaching to enhance your practice.

Expert Guidance

Learn from Horizon Financial Group's team who will help guide you through your growth journey

Real-World Applications

Apply your knowledge to real-life scenarios and implement proven strategies.

About Advisor Growth Gear

Advisor Growth Gear offers financial advisors structured access to proven practice-management strategies, entrepreneurial coaching, and real-world tools used by top-performing advisors. Built by the Horizon Advisor Network, this program opens the door to on-demand best-practice trainings, peer-driven insights, and practical templates and systems to streamline and scale your business. Designed around the core goals of today’s most successful advisors, Advisor Growth Gear equips you with the guidance, resources, and support needed to elevate every area of your practice. Let HAN help you grow with intention, strengthen your operations, and accelerate your path to the next level.

Course Curriculum

5 Chapters · 32 Lessons

    1. (Included in full purchase)

      Welcome to Advisor Growth Gear

    2. (Included in full purchase)

      Introduction to Advisor Growth Gear

    1. (Included in full purchase)

      NextGen Advisor - Series Introduction

    2. (Included in full purchase)

      Business Planning

    3. (Included in full purchase)

      Focus in the Survival Phase

    4. (Included in full purchase)

      Building the Right Habits

    5. (Included in full purchase)

      NextGen Mentorship

    6. (Included in full purchase)

      Career Track

    7. (Included in full purchase)

      NextGen Compensation

    8. (Included in full purchase)

      Tracking Report

    9. (Included in full purchase)

      KASH

    10. (Included in full purchase)

      Market Opportunity Plan

    1. (Included in full purchase)

      Ensemble Model Compensation - Horizon

    2. (Included in full purchase)

      Ensemble Model at a Glance

    3. (Included in full purchase)

      Vision of the Ensemble

    1. (Included in full purchase)

      Succession and Continuity Letters

    1. (Included in full purchase)

      Advisor Compensation - Ensemble Practice

    2. (Included in full purchase)

      Associate FP Job Description

    3. (Included in full purchase)

      Financial Advisor Career Track

    4. (Included in full purchase)

      Cash Flow Template

    5. (Included in full purchase)

      Checklist for DBA Rebrands

    6. (Included in full purchase)

      Client Meeting Agenda

    7. (Included in full purchase)

      Client Outreach and Connection Opportunities

    8. (Included in full purchase)

      Ensemble Model at a Glance

    9. (Included in full purchase)

      Ensemble Vision

    10. (Included in full purchase)

      Growing your Referrals

    11. (Included in full purchase)

      Client Pipeline Management

    12. (Included in full purchase)

      Investment Advisor Job Description

    13. (Included in full purchase)

      Succession Planning: Questions to Ask

    14. (Included in full purchase)

      Horizon Financial Technology Tools

    15. (Included in full purchase)

      Team Meeting Tool

    16. (Included in full purchase)

      The Confident Advisor Practice Scorecard

Advisor Applause

Don't just take our word for it.  See what advisors in the Horizon Advisor Network have to say

"Thanks to the Horizon Advisor team resources and coaching, I’ve streamlined my operations, grown my client base, enhanced my service offerings and built a more sustainable business for the long term."
Grace Hayden MacNaught

Financial Advisor 

"It has been amazing and fun to watch both the network and its advisors experience exponential growth. It is awesome to have a group of peers and friends that you can reach out to when you need help.”
Jesse W. Hurst, CFP®, AIF®

Senior Wealth Manager and CEO

Unlock Your Potential

If you’re ready to break through that ceiling, we’re ready to help with Advisor Growth Gear.   Call us or click below to find out more.

Enroll Now

For Financial Professional Use Only

15015 Jamestown Boulevard, Suite 100 • Baton Rouge, LA 70810 Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a Broker/Dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Cetera is under separate ownership from any other named entity. Not for Use with the Public.