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SESSION 1:Â WEDNESDAYÂ JANUARYÂ 28TH, 12Â PM PST /Â 3 PM EST
SESSION 2: THURSDAY JANUARY 29TH, 12 PMÂ PST / 3 PM EST
(90-minutes for each session)
Live Coaching Follow-Up Sessions:
Launch
Monday February 2nd,
12 PM PST/ 3 PM EST
Evaluate
Monday February 9th,
12 PM PST/ 3 PM EST
Accelerate
Monday February 23rd,
12 PM PST/ 3 PM EST
Session 1: Dream Big
Zoom out. In this first live session, you’ll clarify what success really looks like in your business and your life. You’ll map out your vision for the future, ideal clients, key relationships, messaging, and the kind of impact you want to make in the coming year.Â
Session 2: Plan Smart
Build the plan. In this second live session, you’ll translate your goals into daily, weekly, and quarterly activities that move the needle. Together, we’ll design your success roadmap including key revenue-generating activities, marketing strategies, accountability systems, and a structure that keeps you consistent all year long.
3-Live Coaching Sessions:Â
Launch (1 week after): Get action plan in motion, share early wins, troubleshoot challenges.Â
Evaluate (2 weeks after): Review what's working and not working with daily and weekly activitiesÂ
Accelerate (4 weeks after): Refine your systems, celebrate progress, and set your longer-term rhythm. Â
(All sessions will be recorded and available to those who are unable to attend the live sessions.)
Your Instructors
Ryan Ponsford, MBA
Ryan is a seasoned financial advisor with a deep understanding of the role of housing wealth in strategic retirement planning. With decades of experience, Ryan specializes in helping Loan officers work together with Financial Advisors to support the long-term security and peace of mind of their clients by including Home Equity. His expertise bridges the gap between financial professionals and reverse mortgage solutions, ensuring clients receive holistic and tailored guidance for their retirement needs.Â
Hank Sanders
Beginning his career in financial services with Merrill Lynch in 1986, Hank draws from over 30 years of experience as he shares knowledge and wisdom around retirement solutions as well as the do's and don't of engaging with professionals. In addition to partnering with EWA loan officers to expand their businesses, Hank leads a team that directly engages financial professionals, providing tools, resources, and insight on the impact of housing wealth in retirement planning.Â
What are you waiting for?
Got questions or want to learn more about the Academy?
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