Private Wealth Academy
Built for advisors. Designed for legacy
Your centralized training hub for licensed financial professionals—built to improve execution, elevate communication, and strengthen case strategy through structured training, scripts, and real-world call replays.
Private Wealth Academy
is The Wealth Agency’s premium learning and growth platform for ambitious professionals who want to master money, protection, and long-term wealth strategies—while building a high-integrity practice.
Inside the Academy, members get a clear roadmap, expert-led training, and practical tools that turn complex financial concepts into simple, client-ready conversations. Whether you’re sharpening your skills, growing your book, or stepping into leadership, Private Wealth Academy is designed to elevate your knowledge, your confidence, and your standards of service.
What you’ll find inside:
Wealth strategy training (protection, retirement, tax-aware basics, legacy planning)
Sales mastery: discovery process, scripts, objections, and client presentations
Systems & execution: workflows, checklists, and real-world case studies
Leadership development and mentorship pathways
What's inside
Agent Training
A structured, on-demand training library that walks you through our process step-by-step—so you know exactly what to say, what to do, and how to serve clients at a high level from day one.
Call Replays
Real recorded calls you can study and model, so you can hear how top producers lead discovery, handle objections, and confidently move clients to the next step.
Scripts
Proven, client-ready scripts and talk tracks for every stage—outreach, booking, discovery, follow-up, and closing—so your communication stays consistent, professional, and effective.
How to Use This Website
Private Wealth Academy is designed to be a central hub for your professional development. All content is organized to help you learn, apply, and refine your skills in a structured and practical way.
Start with the Agent Training section to build or strengthen your foundation through structured courses and learning modules. These trainings provide the framework for how we approach client conversations, case design, and solution delivery.
Use the Scripts Library as a reference tool to guide conversations. Scripts are intended to provide structure and clarity—not to be read verbatim. Review the accompanying training to understand the intent behind each framework and how to adapt it to your personal style.
Visit Call Replays to reinforce learning through real-world examples. These recorded sessions offer insight into case strategy, product positioning, and professional communication as they happen in live discussions.
For best results, apply what you learn consistently in client conversations, review replays to refine your approach, and revisit scripts and training as your experience grows.
Frequently Asked Questions
Question 1: Who is Private Wealth Academy for?
Private Wealth Academy is designed for licensed financial professionals affiliated with The Wealth Agency. The training supports agents who want structured education, practical frameworks, and real-world application—not entry-level or pre-licensing content.
Question 2: How should I use the training inside the Academy?
Start with the Agent Training curriculum to build a strong foundation. Use the Scripts Library as conversation frameworks, and reinforce learning through Call Replays. Consistent review and application are key to long-term improvement.
Question 3: Are the scripts meant to be read word-for-word?
No. Scripts are designed as guides and frameworks, not rigid language. The training explains the intent behind each script and how to adapt it naturally to your communication style while staying professional and compliant.
Question 4: What types of topics are covered in the Academy?
Training topics include discovery conversations, term insurance, indexed universal life (IUL), case design, presentation flow, objection handling, and ongoing professional development. Content is updated regularly as training evolves.
Question 5: Is this content available to the public?
No. Private Wealth Academy is a members-only platform. Access is provided to approved agents and participants associated with The Wealth Agency.