Develop the Skills to Build a Profession That Fulfills Your Passion

Our two-year program was designed to give you the knowledge, skills and confidence that will bring meaningful and sustained value to your client relationships for years to come. You’ll gain a comprehensive understanding of our market, our industry, and the products involved in providing goal-based personal life, wealth and investment management. Best of all, you’ll get the support of a mentor who will take a personal interest in your growth and success.

You’ll work with one of our exclusive Member Firms throughout the country, one that is located in an area of ultra-affluent and emerging wealth. No matter which Member Firm you are aligned with, as a Magnet-trained Financial Advisor, you’ll have more flexibility for how you spend your time, more control over what you earn, and more opportunities to positively change the lives of your clients—and your own life.

Emphasizing relationship building and real-world application, the M Financial Magnet Program equips talented and driven individuals like you to advocate for their clients confidently and effectively.

Learn from the Best

Your Member Firm will serve as the focal point for all your relationship-building efforts. There, you’ll work one-on-one with a firm mentor who has helped to make the business a success, and who will support your success throughout the program, as well as your career.

Our strong partnerships create a network of excellence that also gives our Financial Advisors a competitive advantage, providing them with the knowledge they need to be successful today and in the future, as well as access to industry thought leaders who can bring the industry picture into focus.

You’ll build an enviable network of entrepreneurial peers. Our 145 independent financial services firms are home to some of the most savvy and experienced professionals in our industry.

Member Firms
You’ll work with those at the very hub of our industry’s innovation—some of the best and brightest minds—whose singular focus is to help you provide the best solution for your clients.

M Financial
You’ll work with the standard bearers in the industry, continually collaborating so we can seize new opportunities, identify risks, and create superior solutions not available anywhere else.

Insurance Carriers
You’ll connect with prestigious organizations who work with us to develop the priority products that move our business—and our industry—forward.

Industry Leaders

Contact Me

Gain from Our Robust Curriculum

Through our deep partnerships with organizations such as the Association for Advanced Life Underwriting (AALU), LIMRA, and the American College of Financial Services, M has created a unique curriculum specifically designed to provide optimal support for your career growth, and in areas that include:

Consultative sales training from The Brooks Group, the national leader in sales training. Advisors will learn how to employ customized, solution-driven sales techniques across the sales lifecycle.
Industry concept training to cultivate knowledge and expertise that make M Financial Advisors unique in the marketplace
Product training developed with selected M Carrier partners

These courses will be delivered in a variety of ways including in-person sessions, online virtual learning sessions with subject matter experts from both inside and outside our organization, and through digital tools that put the power of our M training in the palm of your hand.

Our Program

Develop the Skills to Build a Profession That Fulfills Your Passion

Learn from the Best

Member Firms

M Financial

Insurance Carriers

Industry Leaders

Gain from Our Robust Curriculum

Interested?

Our Program

Develop the Skills to Build a Profession That Fulfills Your Passion

Learn from the Best

Member Firms

M Financial

Insurance Carriers

Industry Leaders

Gain from Our Robust Curriculum

Interested?

GOLD SPONSORS

SILVER SPONSORS