Welcome to the team. This is the training every new Techiya adviser completes in their first 30 days. It shows you how the whole business fits together, from winning your first clients to building a practice that lasts.
Start My Free 30-Day Access22 video modules · 5 parts · written notes for every lesson
Most new advisers don't struggle because they lack knowledge. They struggle because they're missing a system. Marketing, sales and advisory are treated as separate jobs, and when one is weak the whole practice stalls.
Five parts, designed to be completed in order over about four weeks.
How the integrated advisory business works, active client acquisition, and running professional advisory conversations.
Build authority so clients come to you, position yourself clearly, pre-frame conversations, and lead investment discussions.
Referral systems, differentiation, advising through market cycles, client education and growth models.
Templates, authority assets, review cycles and the digital tools that turn knowledge into weekly action.
Mindset and resilience, relationship-driven prospecting, influence and trust, and real planning case work.
Complete the course to earn your credential and book a complimentary 30-minute session with Calvin.
By the end of your 30 days you'll have:
This isn't theory. The Integrated Advisor is built on the exact systems Calvin uses in his own practice.
The value is in completing the system, not sampling it. Each part builds on the one before.
Parts 1 and 2 set up everything that follows. Skipping ahead leaves gaps.
About two short videos every few days. Your 30-day access is designed around this pace.
Use one idea from each module in your own work that same week. That's where it sticks.
Finish strong and turn what you've learned into a personal plan with Calvin.