Yoda Training
Attract and Retain High Net-Worth Clients
Online Learning
2024 Live Event
What Subscribers Are Saying
“I’m a 35-year NM veteran in a small market of around 100k population. I’ve qualified for Forum a few times and built a really good 500k premium and almost 1M GDC practice. I was very skeptical of Yoda Training, but it has been absolutely incredible! Everything has come to life. Best training I’ve gotten with NM in 35 years. I’m completely overhauling my approach to the market with Yoda language.”
Rod Parker
Meeks Network Office
“One of the best educations in applying what we know about the business and planning to how we talk about and implement planning with our clients. Never experienced another workshop that offered so many usable materials to help – pure gold”
John Francis Baker
McQuade Network Office
“After participating in Yoda we were able to immediately implement concepts like Time Weighted Allocation & building a cash reserve, Lifestyle assets vs. Legacy assets, Retirement Distribution Funnels and how the various buckets are taxed, tax bracket management, etc... Shortly after we closed a $7M prospect who met with us and a couple other advisors."
Shane O'brien
Gross Network Office
“The Yoda training is tremendous - an absolute asset to our business. It is incredible to hear Matt and his team go through their entire process. I was able to immediately integrate ideas of understanding financial capacity, the CEO of your life plan, the 7-year question and much more. Everyone needs this training!”
Vince Crivella
Holleran Network Office