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Just Getting Started?
Before you look for a trusted advisor, we suggest taking sometime to go through our free training on Becoming Your Own Banker.
Educational Content
Alternatively, you can find more information on how to Become Your Own Banker on our YouTube Channel!
Find an Authorized Ascendant Financial Advisor Near You
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Frequently Asked Questions
When choosing a financial advisor, look for someone whose process and values match what you actually need. Key questions to ask:
- Do they have formal training in the strategies they recommend?
- How are they paid?
- Do they emphasize education over product placement?
- Do they offer ongoing coaching or just one-time transactions?
For the IBC process specifically, look for credentials from the Nelson Nash Institute or an Authorized IBC Practitioner program. The right advisor earns your trust through clarity, not pressure. Browse our advisors by location to get started.
Look for an advisor who has completed formal training through the Nelson Nash Institute or an Authorized IBC Practitioner program, has real experience implementing these strategies for clients, and prioritizes education over product sales. At Ascendant Financial, every advisor undergoes continuous IBC-specific training and is held to a strict code of conduct aligned with Nelson Nash’s original principles.