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Request an Invitation

Please complete this form and our team will reach out and schedule a call to prequalify your participation at our March 27th in-person workshop in Monrovia.

Exclusive Workshop
Friday, March 27 | Monrovia, CA

Meeting Your Expectations: Building a Values-Based Practice for Financial Advisors

Transform your financial planning career with our proven Aloha Financial Advising Framework. This workshop delivers practical strategies for advisors who want to build a thriving practice aligned with their personal values and vision.

  • Break free from the entrepreneurial rollercoaster
  • Define your ideal client and attract them consistently
  • Create a community of advocates who share your mission
Who Should Attend:
  • Financial advisors within their first 5 years in the industry
  • Life, Health, and/or early securities license holders
  • Advisors dealing with burnout from volume-first selling
  • Individuals experiencing inconsistent income and/or plateaus
This Workshop is NOT for:
  • Product-first recruiters
  • Side-hustle mentality
  • Hype, trips, slogan seekers

Workshop Benefits

A Proven Framework to Build Your Practice with Purpose

Clarify Your Vision

Define your True North and align your financial planning practice with your core values. Develop clarity on your mission that will guide every business decision and client interaction.

Attract Ideal Clients

Learn proven strategies to identify, attract, and retain your ideal clients. Master techniques that fill your pipeline with prospects who already value your unique approach and expertise.

Build Client Advocacy

Cultivate a community of advocates who naturally share your mission. Develop meaningful relationships that transform clients into enthusiastic referral partners who champion your practice.

Clear & Upfront Expectations

This Workshop Is:

  • Small by design

  • Disciplined, not motivational

  • Interactive, not passive

You will be asked to think.
You will be asked to be honest.
You will leave clearer than you arrived.

If that excites you, you’re in the right place.

During the Session

What We'll Work on Together

  • Define what “success” actually means to you

  • Identify the income your life truly requires

  • Understand the activity needed to support that income

  • Create alignment between vision, values, and execution

  • Leave with clarity — not more noise

Meet Your Host

Stephen Kagawa, LUTCF, FSS

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Within the first 3 years of joining the industry, 86% of financial advisors leave. Out of the remaining 14%, only the top 5-10% are the ones who are considered to be "making it." 

This staggering statistic tells me that there’s a piece missing. Something’s broken. The traditional way of financial planning is failing to deliver to what it promises aspiring advisors who come into the business. 

If you’ve done the work, gone through all the training, gotten all the right licenses, have access to the products and services people need to meet their goals, and are figuring out what those goals are, shouldn’t it then follow that you’re tremendously successful in this career? It should.

I created this workshop for people like you. For people who are committed to the industry and to serve their chosen communities. Having been in the financial services industry for over 40 years and a perennial MDRT Top of the Table member,  I'm committed to helping financial advisors love the work they do. 

This purpose drives my efforts to develop the next generation of financial advisors - Aloha Financial Advisors®.  A community of entrepreneurial and mission-oriented advisors that build practices of purpose and value, based upon their own personal beliefs, elevating their business and life in its entirety while creating positive impact among the underserved, poorly served, and unserved.