Start Winning Clients With Tax, Estate, and Retirement Strategies They Have Never Seen.
A 6-week coaching program for financial advisors and insurance-focused advisors who want to become the “quarterback” for affluent families and pull assets away from wirehouses, robo platforms, and commodity advisors.
Next cohort starts Monday, January 26, 2026 at 9:00 AM PT
(3 hours/week for 6 weeks)
Right now, the market is punishing
“good enough” advisors.
Clients are overwhelmed.
CPAs, attorneys, and advisors give disconnected advice.
And the average prospect thinks they can “just Google it” or use a robo advisor.
So even if you are honest, hardworking, and capable, you still get stuck as:
“The annuity person”
“The investment person”
“The insurance person”
“The paperwork person”
And the worst part? You feel the clock running.
More competition. More noise. Less trust. Less time.
If you want 2026 to be a breakout year, you need a positioning upgrade.
The Swag Network and Coaching Program
helps you build a client acquisition machine around three things wealthy families already care about:
This is how you stop being seen as a salesperson and start being seen as the coordinator families trust.
WHO THIS IS FOR?
WHAT YOU GET IN 6 WEEKS
Investment Track
Defined Outcome Investing
How to explain “defense-first investing” so it sells itself
How to position “zero is your hero” without sounding like everyone else
How to frame risk, withdrawals, and sequence-of-return risk in a way clients understand
How to run meetings that lead to assets moving
Tax Track
Proactive Tax Planning Strategies
Short-term, intermediate, and long-term tax planning approach
How to talk about advanced strategies that separate you from the pack
How to use tax planning as a client filter, not a time sink
How to structure this as a paid offer, a loss leader, or a value gate
Estate Planning Track
Family Centered Estate Planning
How to run the discovery process that uncovers outside assets
How to lead the family planning conversation (before legal docs)
How to expose “basic trust” weaknesses without attacking the attorney
How to present protection planning: remarriage, bloodline, divorce, creditor risk
How to coordinate with estate planning attorneys like a true quarterback
Operations
Workshops + Funnels You Can Deploy
You get workshop frameworks you can run in your community:
The Truth About Retirement Planning
The Truth About Tax Planning
The Truth About Estate Planning
These are built to drive appointments, not applause.
Community
Cohort + Collaboration
You are not doing this alone. You are building alongside other advisors implementing the same system.
Investment Track
Defined Outcome Investing
How to explain “defense-first investing” so it sells itself
How to position “zero is your hero” without sounding like everyone else
How to frame risk, withdrawals, and sequence-of-return risk in a way clients understand
How to run meetings that lead to assets moving
WHAT YOU GET IN 6 WEEKS
Investment Track
Defined Outcome Investing
How to explain “defense-first investing” so it sells itself
How to position “zero is your hero” without sounding like everyone else
How to frame risk, withdrawals, and sequence-of-return risk in a way clients understand
How to run meetings that lead to assets moving
Tax Track
Proactive Tax Planning Strategies
Short-term, intermediate, and long-term tax planning approach
How to talk about advanced strategies that separate you from the pack
How to use tax planning as a client filter, not a time sink
How to structure this as a paid offer, a loss leader, or a value gate
Estate Planning Track
Family Centered Estate Planning
How to run the discovery process that uncovers outside assets
How to lead the family planning conversation (before legal docs)
How to expose “basic trust” weaknesses without attacking the attorney
How to present protection planning: remarriage, bloodline, divorce, creditor risk
How to coordinate with estate planning attorneys like a true quarterback
Operations
Workshops + Funnels You Can Deploy
You get workshop frameworks you can run in your community:
The Truth About Retirement Planning
The Truth About Tax Planning
The Truth About Estate Planning
These are built to drive appointments, not applause.
Community
Cohort + Collaboration
You are not doing this alone. You are building alongside other advisors implementing the same system.
6-Week Coaching Program Investment:
$9,950
Ongoing Monthly Network (Optional After Completion): $595/month
Includes ongoing office hours, advanced training, tools, and implementation support.
We will confirm fit, your market, and your ability to implement before you enroll.
Terry Wheeler is the founder of We Alliance Wealth Advisors and Swag Network and Coaching. His background spans:
Wealth planning, estate planning, and tax planning
Advanced studies in wealth strategies and executive tech programs
Teaching and training advisors across major firms and organizations
Translation: this is not a “guru course.”
It is a field-tested system built inside a real practice.
WHAT MAKES THIS DIFFERENT?
Most coaching teaches you how to say things.
This program changes what you can do. When you can lead tax, estate, and retirement outcomes as one cohesive plan, your competition becomes irrelevant.
Because Merrill, Goldman, and the “big guys” often cannot deliver this level of integrated planning.
And robo solutions cannot replicate trust and coordination.
2X Return Guarantee
If you implement the program requirements and do not achieve at least 2X return on your investment, you get your money back.
Implementation requirements include:
Completing the initial tax analysis before the program begins
Running each of the three workshops at least once
Running multiple prospects through the analysis process and presenting recommendations
Frequently Asked Questions
How much time per week does this take?
The live training is once per week for six weeks. Implementation time depends on your schedule, but the program is built to produce results through workshops and a repeatable process
Do I need to be an attorney or CPA?
No. You need a system that lets you lead the conversation, coordinate professionals, and present recommendations confidently.
What if I am mostly insurance-based today?
That is common. This helps you elevate your positioning and become the trusted coordinator instead of being stuck in “product mode.”
Do I have to continue at $595/month?
No. The monthly network is optional after the 6-week program. Many advisors stay because it adds ongoing tools, advanced strategies, and support.
When does it start?
Monday, January 26, 2026 at 9:00 AM PT. Six weekly sessions.
Is this for new advisors?
It can work, but it is best for advisors who already have clients or a way to drive local traffic so you can implement immediately.
You can keep trying to out-market a commoditized industry.
Or you can change the game and become the advisor affluent families trust to coordinate everything.
Next cohort starts January 26.
If you want in, the next step is simple.