Advanced Advisor Education Platform

You don't need motivation.
You need leverage.

The Summit Series is Coastal Wealth's ongoing development platform for senior advisors. A rotating lineup of working programs taught by the people who actually do the work.

See Upcoming Programs

Scroll

04

Programs to date

13

Live sessions

04

Track leaders

14

Hours of instruction

Now Enrolling · Fall 2026

Two programs. Two leaders.

Enrolling Now

Building a Booming AUM Business

Four action-oriented sessions focused on building a booming AUM business to enhance the value of your practice.

The Curriculum

Four sessions · Aug 13 to Sep 3

60 min · Thursdays 11:00 AM ET
Aug 13 · Aug 20 · Aug 27 · Sep 3
Eligibility: Series 65 or 66 license required.

Led by Reed Willett

View Curriculum Register

By Invitation

Private Wealth Sessions

Serving the $5MM+ client.

An exclusive four-session cohort on the language, mindset, and strategy required to win in the ultra-high-net-worth space and turn those clients into advocates who refer.

The Curriculum

Four sessions · Oct 15 to Nov 5

60 min · Session times shared upon acceptance
Oct 15 · Oct 22 · Oct 29 · Nov 5
Eligibility: At least 5 clients with a net worth of $5MM or more. Limited to 15 attendees.

Led by Jeremy Straub, CEO & Founder

View Curriculum Request Invitation

What is the Summit Series

A syllabus for
continuing higher ed.

Think of Summit like a menu of courses, or tracks, you can opt into. Each track is taught by an internal expert or top producer. Practical. Real. Built for practitioners.

We keep adding new tracks all year. This is an ongoing platform for senior advisors with a growth mindset who want to keep sharpening their edge.

Every program is archived in full. Session outlines, materials, and takeaways stay available so you can see exactly what has been covered before you commit.

The Archive

Past programs.

Every track we run stays on the shelf. Full curriculum, session by session, so you can see exactly what was covered and what advisors walked away with.

May 2026 · 3 Sessions