Practical Advice on How to GROW your Investment Services Business
DCS is built to provide practical education around the sales and servicing of Investment Planning Services products.
Through topic-based courses, a structured video library, live webinars, in-person events, and optional one-on-one conversations, the goal is simple: to help you build this side of your practice with clarity and confidence.
These resources are designed to support you as you grow your investment planning services business, develop your team, and strengthen your long-term results.
The focus isn’t on quick wins or pressure tactics.
It’s on building a sustainable, thoughtful approach you can feel good about.
Who This Is For
Who This Is For
This education is built specifically for State Farm AIRs who:
Are new (or newer) to the advisory model
Came from a brokerage background and want to feel more grounded as fiduciaries
Want to slow things down and think more clearly in client situations
Don’t want product pitches or compliance lectures
Just want to get better at the job
If that sounds like you, you’re in the right place.
Practical Education for State Farm AIRs
What This Is (and What It Isn’t)
What this is
This is professional education and training designed specifically for State Farm AIR.
It’s a place to learn how to think more clearly about advice, gain perspective you can take back into your own practice, and receive support without pressure.
What this isn’t
This is not personalized investment advice, client-specific recommendations, product selection guidance, or a replacement for State Farm supervision or suitability processes.
The decisions always stay with the advisor and within the firm.
Why Advisors Find This Helpful
Most advisors don’t need more information.
They need confidence, context, and reps.
People who attend these sessions often say they:
Feel calmer in client conversations
Understand why certain decisions make sense
Stop second-guessing themselves as much
Learn from experience without having to make every mistake personally
The goal isn’t to tell advisors what to do —
it’s to help them feel more confident in how they think.
What I Help With
I focus on the things that actually make advisors better over time.
This includes:
How experienced advisors think through tough client decisions
How to talk to clients when markets are noisy and emotions are high
How to avoid common mistakes newer AIR make
How to build confidence without overreaching
How to develop judgment — not just knowledge
Everything is taught at a big-picture, educational level using stories, examples, and frameworks - not client-specific advice.