• Welcome to the Confident Advisor Program

  • Where Confidence is Realized

  • and Customized Growth Strategies Happen

Why Confidence?

C o n f i d e n c e [kon-fi-duh ns]

A feeling of assurance, especially of self-assurance

Industry Adversity has never been this extreme. Advisor Confidence is the answer.

The Confident Advisor Program™ was developed to meet a need we identified for more confidence among Investment Advisors. Exemplary practice management is no longer an option, it is necessary for survival. We thoughtfully pair our passion for innovation with the accumulated wisdom of Industry Leaders to stimulate business growth.

Confidence underpins everything.


The result: an Advisor who will survive and capitalize on this adversity... Perpetually escalating growth.


Mike Nott, Branch Principal, HollisWealth