Streamlined Training for New Financial Advisors Led by Industry Experts
Optimize your agency's onboarding & training while reducing costs and boosting advisor retention and performance!
Transform your advisors into top-tier leaders
Make Sure Your Sound
Is Turned ON!
while saving THOUSANDS in training costs! Our strategic approach not only boosts performance but also gives your agency a competitive edge in the industry.
Cutting-Edge Advisor Training
with Proven, Industry-Leading Strategies!
Click Training
Click Training is built on over 25 years of industry-leading experience and a multi-million dollar interactive platform, specifically designed for Agency Leadership and their Advisors.
Full Disclosure:
This is NOT just another course!
It’s a fully interactive system that turns novice advisors into top-tier professionals within just 12 months. By streamlining onboarding, enhancing advisor performance, and significantly reducing costs, Click Training gives your agency a strategic edge in today’s competitive industry.
Equip Your Team
Equip your team with the tools and language you need to cultivate professional leaders, achieve long-term success, and secure your agency’s future with a system that consistently delivers real, measurable results.
Take a look at the impact
from Click Training and its leaders
Meet Your Partners in Success
Joy Avedesian
CEO, Agency Training Expert, FINSECA Agency Master Agency and Award-Winning Speaker
Joy Avedesian, a proven and tenacious sales development leader, has developed top-tier producers with innovation, energy, and unwavering commitment from California to Colorado in her two decades of experience.
As her collegiate resume included a Big West Championship playing soccer, her academic accomplishments culminated with a White House Internship during the Clinton Administration as the chosen NCAA Division I scholar-athlete in the Executive Office of the President in 1999.
Working closely with 4-Star General and Purple Heart recipient Barry McCaffrey in the Office of National Drug Control Policy on the importance keeping performance enhancing drugs out of sport, from collegiate fields to the Olympic arenas.
Efficiently yet effectively
Joy became a sales star, and her success led her to being the top Sales Manager for Marriott International in Las Vegas, Nevada, and ultimately, becoming a Financial Advisor and Registered Principal in financial services.
Joy’s dynamic personality and candor, along with her commitment to process and growth, resulted in being approached to develop programs for every Fortune 100 company she has ever partnered with professionally – from Kaplan, Marriott, Northwestern Mutual, and MassMutual.
Despite many accomplishments and awards, the road hasn’t been easy. Raised in a hardworking household that fostered both entrepreneurial and corporate mindsets, you will feel Joy’s warmth and strength as she emulates the collaboration that made her who she is today.
Joy’s complete success story is one of twists and turns, ups and downs, doubts and triumphs, and guaranteed to evoke a range of emotions that will resonate with you deeply.
David DeCelle
Financial Advisor Coach
David DeCelle is a former financial advisor on a mission to redefine how financial planning firms and advisors succeed. As a coach, he helps agencies train, develop, and retain top talent. He assists entrepreneurial financial advisors in focusing on growth, serving those around them, and creating great outcomes, ultimately building thriving businesses for themselves.
As a leader, David believes that there are three drivers of team success: empowerment, innovation, and gratitude.
The drive to help others succeed is in his DNA. Raised in a middle-class household, he knew at an early age that he wanted to redefine success for his generation of the family. Making money was a big motivation – but knowing how to put money to work was his main goal.
That’s why he chose to become a financial advisor. Now, he helps others become world-class advisors themselves.
He is a compulsive learner, the guy who cares the most, and one of the hardest workers you will ever meet. He loves nothing more than acquiring layers of life-enhancing knowledge – from social media strategies to self-actualization – and sharing it to help others grow and succeed.
David is equally committed to his own mind and body fitness – and to intentionally spending quality time with family and friends.
Bonus Feature: Gain an unfair advantage
with our cutting-edge Performance Scorecard
How the Performance Scorecard makes every General Agent’s life easier & more efficient:
Real-Time Performance Tracking
Know how your new advisors are performing at a glance on a daily, weekly, and monthly basis.
Identify Your Advisor’s Training Needs
The detailed reports from the scorecard allow you to pinpoint exactly where your advisors need the most training and coaching.
Data-Driven Coaching
Offer more effective, real-time coaching based on accurate performance data, ensuring your advisors are learning to do things right the first time.
Improve Accountability
Hold advisors accountable with transparent performance tracking, motivating them to stay committed and perform at their best.
Our Performance Scorecard is designed to give YOU a competitive advantage most agencies lack, ensuring your advisors achieve their full potential and drive consistent results!
Train Anytime, Anywhere, On Your Schedule!
Click Training offers you and your organization ultimate flexibility. Access modules whenever it suits you, learn at your own pace, and ensure your advisors stay on track – whether they’re in the office or on the go!
Track Your Team’s Progress With Precision!
Track advisor performance in real-time with daily, weekly, and monthly insights. Boost accountability through transparent tracking, ensuring your team stays committed and consistently performs at their best.
Test Your Advisors and Elevate Their Skills
Make sure your advisors are mastering key concepts with targeted quizzes and tests. These evaluations are designed to reinforce their learning, track their progress, and help them consistently move toward professional excellence in financial advising.
Build a Thriving Community of Professionals
Take your organization to the next level by creating a virtual community where your advisors can connect, collaborate, and grow together. That way, they can facilitate meaningful discussions, share valuable insights, and motivate each other to achieve greater success in financial advising.
Enroll Your Agency in Click Training Today!
By joining today, you’ll gain access to all current and future training modules, real-time performance tracking, personalized coaching sessions, and the exclusive community platform.
Take the first step today and let us show you what’s possible!
Click Training is where advisors become leaders
and agencies gain the competitive edge they need to thrive
At Click Training, industry leaders Joy Avedesian and David DeCelle deliver a world-class experience tailored specifically for financial advisors and agencies.
What once required significant time and resources can now be achieved efficiently and effectively through our interactive platform, at a fraction of the cost!
We offer your agency the opportunity to develop the skills necessary for success in the modern financial landscape without the burden of traditional, outdated training methods.
Say goodbye to inefficient and ineffective programs that hinder your growth!
Instead, invest in an interactive system designed by experts passionate about helping your advisors and agency succeed.
Enroll today and learn from the best!
Frequently Asked Questions
with our cutting-edge Performance Scorecard
You can watch on your desktop or mobile device, ensuring you have access wherever you are.
Yes, certification is available upon course completion.
Absolutely! You can access the course from anywhere, anytime.
It’s self-paced, allowing you to learn at your own speed whenever it suits you best. However, the curriculum is designed to be completed in a specific order, ensuring you build your knowledge step-by-step.
Yes, you can easily track your progress, seeing which categories, courses, and chapters you’ve completed.
After purchase, you’ll receive your login credentials to the system. You’ll also gain access to a community of like-minded people, allowing you to network and engage with others before the official launch.
If you have any questions, please contact us at info@click-training.com