Many  of the current programs out there are focused on techniques to get clients that involve things like becoming a thought leader, doing a lot of social media or videos, starting a podcast, sending mass emails…we have talked to thousands of these coaches over the years and only a small percentage of them has had those methods work and the ones that have  are doing things that are incredibly time consuming.  Other coaching programs focus almost entirely on teaching you that the client has all the answers and your job is just to ask good questions.  While this is wise as a PART of good coaching, it’s insufficient to make a difference at the highest levels with your clients. 

What we notice is for clients to continue to want to coach with you year after year you need to add significantly to their worldview, not just passively ask questions.  You also have to understand with sophistication the challenges they are in and be able to unlock any aspects of their inner world and internal maps and models for reality that aren’t aligned with the outcomes they are committed to making. Our program is taught by coaches who are at the top of their industry who are also expert facilitators and teachers who know how to make a difference at the highest levels with their clients who stay with them for many years. 

This program isn’t taught by academics showing you case studies like many MBA programs either, it’s taught with what’s working right now in today’s climate by coaches who have sat in over 30,000 paid sessions and watched companies do the journey from startup to billions in valuation.  So it’s backed by real world experience and designed to teach you over 16 non-overlapping models and coaching skills in all 4 of these quadrants:

This is not a beginner program for first time coaches who have never coached or developed the skill to help someone change and have never gotten a paying client OR have never been in a business leadership role having seat time in the kinds of situations your clients might find themselves in. We are looking for those with EITHER strong business skills OR an ability to support people to change and develop themselves.

If you have neither, this program will likely feel advanced and paced quickly for you. If you have one or the other this program will help you develop what’s missing and build on some of what you have natural competency at. We are curating for people who can take what the learn in this program and run with it making a big difference in their clients lives and those capable of easily getting a positive ROI on their investment in the program so that our focus is on helping create more mastering in the craft of coaching. If you’ve had seat time as a business leader, have had a successful practice as a therapist or have some paying coaching clients, then this program is likely right for you.

If you have never gotten a paying client and don’t have any coaching skills and have never had a leadership role in a business, then we’d recommend you join the LTV Community, checkout our LTV Coach’s Toolkit and implement some of what you see there and apply once you’ve gotten a few paying clients. Even though it’s not for beginners we wanted to make sure everyone had some of the coaching fundamentals and the basics around how to start a coaching practice which is why we created the self paced online courses (12-Module Coaching Fundamentals and 5-Module The Business of Coaching Course) for everyone who is registered to make sure those skills are covered prior to the program and during our weekly calls, as they will not be covered during our 6 weekend events.

We want people to EITHER have great business experience as a leader in upper management and C-suite positions OR have experience supporting people to develop and change and have clients that have paid you for that support. We want to make sure that everyone in this year’s program has an ability to take what they are learning from this program and easily achieve a positive ROI on their investment and can begin to apply and integrate what they are learning in the environments they are already in, in their organizations or in their practice. 

If you have NEITHER, this is likely not the course for you as we will be focused in our weekends with upgrading your coaching skills rather than teaching the fundamentals…however we have included 2 self paced courses, the 12 Module Coaching Fundamentals Course and the 5-Module The Business of Coaching Course to help bring anyone up to speed that needs these fundamentals so that we all have a common language. You will get access to this as soon as you register. IN ADDITION, we plan to add a bunch more resources to each of those courses.

The qualities we are curating for in this year’s cohort are the 4 C’s….

CHARACTER: You are you a lifetime learner who is open and passionate about expanding their toolbox and adding new perspectives and models to their existing coaching practice. You are an asset not a liability in every group you are in and are excited to not just get support but also to give it. You always take radical personal responsibility for your life & never blame others if you aren’t getting the results you desire. You aren’t a victim to your circumstances and don’t blame anything outside of yourself for why your life is the way that it is.  You show up as the ideal client you yourself most want to work with.

COMPETENCE: You aren’t coasting in life settling for average. You are a highly competent leader, coach, or successful therapist with the credibility that has others naturally seek out for advise, insight and wisdom such that when people interact with you they have their minds changed.  You are someone who engenders trust that you can support them and make a difference in their lives. You don’t just talk a big game, you back it up with action. You don’t need too much hand-holding to get value from the things you participate in.

CAPACITY: You have the capacity both in terms of time and capability to be able to understand and implement the more advanced material we will be teaching and are agile enough to take what you learn and apply it to what you do.  We are looking for the kind of people that will learn this material and create big results for yourselves and your clients. You know how to recognize when a single idea, if paid attention to was worth more than your entire investment in the program and you have the capacity to run with that idea. You do the work and you take bold action.

COMMITMENT: Are you committed to upgrading the standards of coaching globally and are you committed to showing up to the events, the calls, and playing full out during our time together. You come prepared to every call, listen, and implement new ideas or ways of being quickly. You honor all of your commitments and agreements and don’t break contracts you’ve made. You are 100% committed to you getting the results you want and don’t make excuses.

There are things you can get access to and start RIGHT AWAY when you register including the 2xBONUS courses (12-Module Coaching Fundamentals Course + 5-Module Business of Coaching Course).

In addition Bryan Franklin and Jennifer Russell are hosting weekly mastermind calls starting when you register where they will do laser coaching, Q&A, and discussions for those who show up and want support now to begin creating a positive ROI on the program. We are committed to doing these calls until everyone who is showing up and implementing what they are learning has gotten that ROI and can imagine many might experience that even before the program officially starts in late March.

The next LTV Program begins February 28th 2025. You can participate either LIVE at our retreat location at the Ralston Mansion in Mill Valley, CA (near the SFO Airport) or via livestream on Zoom. Friday dinner and evening session is for those who elect to come in person. There will be a morning session (with breaks) and an afternoon session on both Saturday and Sunday from 9am - 6pm Pacific.

Month #1 - Feburary 28th - March 3rd 2025 (Live Retreat Fri - Sun) or (Sat - Sun for Live Video Call

Month #2 - April 19th - 20th 2025 (Live Video Call Sat - Sun)

Month #3 - May 16th - 19th 2025 (Live Retreat Fri - Sun) or (Sat - Sun for Live Video Call

Month #4 - June 21st - 22nd 2025 (Live Video Call Sat - Sun)

Month #5 - July 19th - 21st 2025 (Live Retreat Fri - Sun) or (Sat - Sun for Live Video Call

Month #6 - August 16th - 17th 2025 (Live Video Call Sat - Sun)

The weekly group coaching calls with Bryan Franklin and Jennifer Russell, Co-facilitators of the program, are on alternating Monday mornings at 8:00am - 9:00am Pacific or Wednesday evenings at 5:00 - 6:00pm Pacific.  These calls are a time to bring the topic, question, or challenge that you would most like support on and receive from Bryan and Jennifer and the group what you need to transform or get unstuck. We will be focusing on topics like,

Both the 12-Module Coaching Fundamentals and the 5-Module Business of Coaching courses are located in the LTV Classroom on school.  Once you are registered we will open up your access to those 2 courses within 24hrs and you can begin them right away.  You’ll receive a welcome email from bryan@lifetimetrustedadvior.com with your receipt for purchase and welcome email and information about these courses. Make sure to white list our address:  Here’s an article about how to whitelist: https://blog.hubspot.com/marketing/email-whitelist

Bryan Franklin and Jennifer Russell will host a makeup 1-2 weeks after the sessions you missed so you have time to review the recordings.  This will be a shorter session and will focus on Q&A, Discussion, Application, and Exercises to help you integrate the material. 

ANYONE can join the makeup session if they would like. We will schedule it and let everyone know when it is and will try keep time zones into account as we will optimize for a time when the people that missed can attend…within reason given we have people from U.S. east and west coasts, UK and Germany, India, and Australia.

We understand that it’s hard to get so many people’s schedules to all coincide with every weekend and so we are aware some people will need to miss and listen to recordings or do the makeup session. You can purchase the retreat tickets and lodging a la carte purchasing 1, 2 or all 3 retreats. Reach out and we will create a special link to just join us for that weekend.

In general we are wanting the limited number of VIP tickets to attend LIVE and in person at the venue for those that can attend all 3 retreats. There are a limited number of spots the venue can hold in our meeting space. It is incredibly powerful to be in a transformational environment with both Bryan and Jennifer and this cohort of leaders, coaches, and change makers. There will be an extra Friday session you can attend, plus interactivity and discussions in between sessions and during meals that you won't want to miss. It's also a very bonding experience to share space for several days at a time and over the course of our 6 months together.

The VIP ticket includes all meals from Friday Dinner to Monday breakfast plus the daily access fee that the venue charges per person per day.  It does not include airfare or lodging which is sold separately. If you want to stay at the venue, there are shared rooms for up to 35 people at the Ralston for $$540 per retreat which is $150/night (Fri-Sun, checking out on Monday morning by noon). 

If you would rather stay solo off-site in your own room there are 2 great hotel options for which we get a discount if you mention the Ralston Retreat.  These are the Mill Valley Inn, Acqua Hotel Mill Valley (The check-out code is: RWRMV2), and Corte Madera Best Western Inn (Ask for the “Ralston White Retreat” Corporate Rate).

Yes I believe there are a few people coming from overseas, once we get closer to the event we’ll make sure you all know each other and can coordinate.  The venue can not house you on Thursday (I don’t believe) as we don’t get access to it until Friday at 3pm for each of the 3 weekends.  You might look at the Acqua Hotel or the Corte Madera Best Western nearby for at least that 1 night.

We have trained many coaches to reach the 7-figure mark quickly and have designed the course in a way that will have you adding 1-2+ clients a month and keep those clients 2x-5x longer.  You have to do the work but if you implement some of what we have given everyone access to for free in the LTV Coach’s Toolkit by sending out the Marketing Letter and/or implement one or more of the 12 Strategies for growing a practice that we have available in the Business of Coaching bonus course, it should be fairly simple to make back the investment of the course so that your ROI is net positive so we can focus on the work of helping everyone become better coaches who can keep their clients for longer. 

If your rates are way below the industry average ($1500/month) our first suggestion will likely be to raise your rates so be more industry standard and to implement our networking letter and our kickoff and on-boarding process which is usually charged at 3x the monthly rate to get a client started. 

These 2 strategies can easily get you to a positive ROI in the first month or two as the program begins.  In addition we have a payment plan that of 4 installments that allows you to spread things out.  We also have offered to 1-2 people a plan that allows for 6 payments…inquire with us if this would make a difference and allow you to participate and we can give you a special link.

We allow for refunds up until the end of the 1st full day of the program on Saturday kickoff by midnight.  After that point if you are in, you are in for the duration.  There are no refunds after the refund deadline.

As soon as you register (even prior to the program), you can get laser coaching on our weekly calls with us, access our 12-Module Coaching Fundamentals Course, and access our 5-Module The Business of Coaching course with no risk until the refund deadline.  You must tell us in writing by midnight on March 29th of your intent to withdraw and request a refund.  Which is for the amount you’ve paid less a 5% administrative and credit card fee.

Yes, we offer a discount to groups of 4 or more people from an organization that would like to take the program together. Please contact us at bryan@lifetimetrustedadvisor.com for more information.

We have a very large body of original work and models which form the bulk of what we are teaching based on what we actually use with our clients. Much of it is formed in real time as we are modeling for our clients what we recognize works from having sat in thousands of meetings in dozens of industries and watching the movie of successes and failures. We are model creators and map makers AND we also incorporate the best of things like Neurolinguistic Programming (NLP), the human potential movement, parts work, family systems, attachment theory, polarity work, collaborative systems, evolutionary psychology, leadership practices, organizational systems, milton model, meta model, hypnosis, systems thinking, neuroscience, spiritual practices, trauma healing, spiral dynamics, integral theory, therapeutic metaphor & storytelling, stance work, NeoReichian therapy, conflict resolution work, bioenergetics, various human development theories, tribal circling technologies, mindfulness, awareness work, NVC, and sacred theater to name a few.

It’s an incredibly transformational experience that includes many aspects of these bodies of work combined with a lot of our unique maps and understandings. We want to teach about 16 of the models we use DAILY with our clients plus also explore how to have you each feel like map makers and model creators of your own.”

We do not tend to use off the shelf typological systems  (i.e. Myers Briggs, Kolbe, DISC, Enneagram, etc.). Many typing systems describe our identity in a fixed and one-dimensional way. It is often tempting to think of the results ias meaning something about you that is unchangeable as they tend to speak in terms of identities and archetypes that indicate aptitude and capacitie you might have or not have depending on how you scored. We believe it’s important to understand that the reality is that no one is made of stone. These typing systems are educational and entertaining but can often create an experience of reducing people to their typological profile and making assumptions about who they are and are not.  We find these are often more limiting than supportive.

Instead we think about observing a lot of these same patterns as relational dynamics....They are 'dynamics' which means they move and can change based on the situation, the context, the role people pickup and can just as easily put down.  They are also relational and therefore influenced in predictable ways as we often tend to polarize each other in ways that form patterns that we observe again and again. The more we are for instance in a pattern of superiority and complaint, the more the person we are relating with while in that pattern is predictably polarized to defend.  The more we are in a pattern of rigidity and control, the more we predictable tend to respond with compromise and collapse.  These patterns tend to reveal themselves, regardless of which typology you might have as they arise as a dynamic that is generated between two people versus a static identity that is constant or unmovable.

We have noticed after observing people in tens of thousands of coaching sessions that there are 8 common patterns people tend to go into when they are challenged and each of these patterns has a reciprocal polarity that tends to be the counterpart.  We've developed an incredibly unique relationship dynamics profile that you will get exposed to during the program along with way to use this in a leadership and business context.

Yes, we are heavily curating the group to ensure a high caliber of participants. This advanced program is specifically designed for experienced coaches, senior-level leaders transitioning to coaching, and successful therapists expanding their practices. While some participants may have less experience than you, we are diligent in vetting applicants to ensure everyone has a solid foundation and relevant experience. You’ll be among highly skilled coaches and leaders, many with six- and seven-figure practices, who are committed to the same level of professional excellence.

Absolutely. We’ve doubled the amount of time dedicated to Demos and Practice to ensure you get plenty of hands-on experience. Additionally, the program includes 1-2 practice calls each month and a reverse-classroom setup, where you’ll have access to recorded training videos in advance. This allows us to focus our live sessions on discussions, Q&A, application, and practice. You’ll gain a comprehensive set of models, frameworks, and tools to coach at an elite level.

There are multiple ways to practice and apply what you’re learning:

Practice Sessions during each of the six weekends.

Coaching Board Meetings where you can engage in practice sessions.

Monthly Practice Calls dedicated to applied learning.

Coaching Co-Pilot Reviews where you can submit 5-minute clips for personalized feedback.

Open Q&A and Role Play opportunities during three other monthly calls. Mastermind Days on Thursdays, Fridays, and Mondays, providing additional practice with fellow participants.

Here are just a few of the example topics that we have covered during the calls that you have access to each month.  These are interactive calls where you can bring any topic and receive some laser guided coaching from Bryan Franklin and Jennifer Russell:

• How To Structure Rates, On-Boarding & Lifetime Value

• How To Increase Client Acquisition & Retention Develop

• The Confidence to Support Elite Clients 

• Recommended Session Agendas & Structure

• How To Navigate Complex Client Situations

• Tracking Client Psychology & Motivations

• The Key Commitments To Create A Safe Container

• How To Build A Powerful Network of Supporters

• Critical Assets To Build For A Thriving Practice

• Personal Transformation & Development

• Interpersonal Effectiveness & Development

• Advanced Coaching Techniques & Frameworks

• Up-Leveling Strategic Thinking & Business Acumen

• Being Multidimensional & Advanced Identity-Level Changework

• How To Keep Your Clients For A Lifetime

We are looking for participants that are committed to getting what they need from the program and everything offered. We have created a structure that offers unprecedented access to highly sought after coaches throughout the 6 months of the program. That being said this program is full of a lot of highly experienced and busy peers so we’ve designed ways that you can modulate the time you spend based on a combination of your availability, needs, and desires. We see several levels of participation common in this program starting from a lower number of hours of participation all the way through full participation. The choice is always yours and our recommendation is that if you are stuck or not quite at your targets, you increase your participation in alignment with what best supports the outcomes you will share with us and your coaching boards at the beginning of the program.

Levels Of Participation

Level 1 - You decide to participate in the monthly LTV events either via livestream from your home on Saturday and Sunday or by coming LIVE to one or more of the three 4-day retreats. We give everyone access to the recordings and offer makeup sessions that are condensed to 4 hours for anyone who misses any of our retreat weekends as we that some people have time conflicts with one or two of our monthly events. You might be the type that just wants to learn from being online and in person and not have time to focus outside of those events.

Level 2 - You participate in the 6 monthly LTV events plus you come to an additional monthly mastermind 90 minute calls with Bryan & Jennifer where you can bring any question, challenge, or topic for us all to deep dive into together and discuss. You may not make all the weekly calls but you come to at least one. We recommend spending 1-2hrs watching the preparatory materials (handouts and videos) preceding each weekend event.

Level 3 - You participate in the 6 monthly LTV events plus at least 1xweekly 90min call and you meet with your coaching board once during the month in order to get some accountability, practice, and to have a sounding board on any aspects of your strategy with your coaching practice or with your clients.

Level 4 - You participate in the 6 monthly LTV events plus most of the weekly calls and meet with your board regularly experiencing a consistent heartbeat of support through all 3 formats...retreats, board calls, weekly mastermind calls.

Level 5 - You participate in the 6 monthly LTV events plus most of the weekly calls and meet with your board regularly and also contribute to the online community both by reading the relevent posts and the thought provoking responses plus are inclined to give back to the community by starting threads and responding to posts with your insights as a major contributor. If you sense someone in the cohort is challenged and you notice you have some wisdom for them, you reach out personally and offer some time to chat with them about it creating a field of generosity and reciprocity.

So the total time can vary between Monthly events + 0-10 hrs/week depending on which of the levels above best serves you. This could change throughout the 6 months as you modulate based on how well you are integrating the material and how quickly you are achieving the outcomes you set out to achieve.

What we recommend is that if your practice is not full that you time block any hours you would be willing to work with clients and make sure you are spending that time either doing client aquisition activities (like the ones you’ll learn in the program) or improving your mastery of coaching. For example if you want 15 clients and only have 8 clients that leaves 8x90minute time blocks either each week or every other week that you might want to dedicate to getting and keeping your clients based on what you are learning in the program.

One of the commitments we believe is critical for any coach, leader, or change-maker to make is one of Lifetime Learning. In order for you to be the kind of coach that becomes a lifetime trusted advisor to your clients you need to be continually growing at or beyond the pace of your clients. Otherwise over the years they will outgrow you as a coach. SO we are big believers in being dedicated to mastering your craft and becoming a world class coach. According to various studies over the last several years, the demand for the middle/lower tier of coaches is slightly diminishing while the demand for the top 1% of coaches is rapidly rising. We created the Lifetime Trusted Advisor program as one of the most advanced trainings available for the types of coaches who are excited to become world class.

It’s our perspective that many of the existing certification programs for coaches are insufficient to prepare coaches to work with high performance clients and we end up with an industry that is full of people that are painfully under qualified and are learning some very common mistakes that has many in the industry struggling both with their income, their business model, and with getting and keeping their clients.

We have been coaching since nearly before there was any kind of certification style programs and in our decades of experience not a single client has asked us for our certifications. The exploratory call they do with us gives them a real time, felt sense of the credibility, depth, and insight available as we are demonstrating it from moment one of every interaction and both the referrals and word of mouth that had them find us and their own experience of what it’s like for a coach to not just understand their situation but open whole new dimensions of understanding tends to be what most of the higher performance or elite clients that we work with are looking for.

In some cases the various certifications can become a deterrent if they believe you are another coach like the one they decided not to work with anymore as they might believe they can already predict how the coaching engagement will go.

We know that the clients you end up working with aren’t wanting your certifications but are experiencing the deep value in their lives of working SPECIFICALLY and UNIQUELY with you. So we aren’t suggesting that any certification is offering the kind of credibility that is more often won or lost relationally each time you interact.

What we believe does add weight is when we all credit our teachers and predecessors and realize that ALL of us are standing on the shoulders of giants - all the thinking and cultural evolution and understandings that came before us and it’s a sign of deep respect when we footnote them throughout our coaching. We love crediting those that have really impacted us and do it often and frequently.