Join the Wealth Finishing School Waitlist

Five masterclasses. One trusted framework. Build with a network of motivated wealth builders seeking aligned advisors.

You help clients build wealth. We help you do it their way. The Wealth Finishing School is a five‑part masterclass series for financial advisors based on the NarrowRoad™ Guide’s four journeys. Learn a practical, culturally aware approach to deepen trust, clarify decisions, and deliver results alongside a community of clients who want to partner with advisors they can trust.

What you’ll learn

Each masterclass maps to the NarrowRoad™ journeys and culminates in an integration lab you can use immediately.

1) Identity and Intent

Align plans with each client’s values, vision, and money identity.

2) Strategy and Structure

Translate intent into clear strategies, policies, and decision rules.

3) Capital and Capacity

Organize time, talent, treasure, and relationships to accelerate progress.

4) Governance and Generational Continuity

Build accountability, stewardship, and durable intergenerational practices.

5) Integration Lab

Apply the framework to real cases and leave with a repeatable playbook.

Why join the waitlist

- Serve clients “their way” with a client‑centric framework
- Deepen trust and retention with shared language and milestones
- Expand your pipeline via a growing network of wealth builders
- Use research‑backed insights to elevate discovery and planning
- Learn today, apply tomorrow with ready‑to‑use tools and templates

Who it’s for

- Financial advisors and planners focused on trust, clarity, and client agency
- RIAs and firm leaders seeking a values‑aligned, scalable approach
- Advisors serving diverse communities and multi‑generational households

Credentials

Led by Dr. Pamela Jolly, creator of the NarrowRoad™ framework
Seasoned keynote speaker and practitioner working at the intersection of wealth, behavior, and community
Program grounded in field insights and real‑world casework

Free gift for joining

Receive a 2‑page research brief with an infographic derived from the Austin insights. Use it to spark conversations and guide discovery meetings.