Advisor Evolution: From Success to Significance

You’ve built a thriving practice, now it’s time to elevate your legacy. Explore succession planning, mentoring, and how to turn professional success into long-term impact for your clients, your firm, and yourself.

Price:

$325.00

Program Dates:

  • Series consists of 2 sessions: February 11, 2026 AND February 18, 2026 (11:00am - 1:30pm ET)

Program Cost:

  • Cost: $325 per person

Questions?

Please email study@amiablelife.com.

What Our Students Say:

"This old 60 YO dinosaur ate the dinosaur - PASS! Thanks to Brett, John, and Amy! All offered great insight and Brett’s storytelling of concepts helps tremendously too."

B.K.

"Thanks Danko and team for all the help. I started this journey in April, completing all the education and only using Danko Material. I passed this morning!"

M.F.

"Passed!! This was my first try with Danko after failing twice in the past with (another provider). Cannot thank everyone enough - Brett, John, Michelle. Danko sets you up to be successful with the concepts, you just need to put in the work and don't give up! "

B.L.

Ready to PASS the CFP® Exam?

Insightful. Dynamic. Effective. 

Our classes are impactful, engaging, and filled with the latest case studies, all taught with the most up-to-date and comprehensive materials.

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Already a CFP® Pro?

Check out our Continuing Education programs.

About Us

Brett Danko is not just a teacher, he is an active financial planner, just like you. He runs a successful Registered Investment Advisor, Main Street Financial Solutions, LLC, where he manages and advises his own clients. His advice and feedback is rooted in real world, real time experience. Brett doesn’t just teach, he puts his words into action. He is also an independent financial planner, so he can provide timely, unbiased options and opinions.

Learn More

Contact Us

Call Us:
609-303-3736 

Email Us: 
david@brettdanko.com

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