Business Builder Essentials Program
For Financial Advisors Who are Ready to Stop Competing and Start Winning
There's a Blue Ocean Hiding in Plain Sight. Here's the Blueprint for Getting There.
Introducing Business Builder Essentials: 26 Modules That Take You From Knowing There's a Better Way...to Leveraging it for Success
Discover the One Conversation 84% of Financial Advisors Never Have...and the Step-by-Step System for Making it Foundational in Your Practice
Dear Colleague:
Here's what most financial advisors don't know...or at least haven't acted on: the majority of Americans over 65 will need some form of long-term care before they die. The cost of that care is staggering, often running $80,000 to $120,000 per year (...or more!), depending on the level of care and where they live.
And yet, when pre- and post-retirees sit down with their financial advisor, this conversation almost never happens. Not because clients don't need it. Because most advisors don't know how to have it.
That's the Blue Ocean!
It's not a geographic niche or a demographic trick...it's a planning conversation that is desperately needed, almost universally avoided, and virtually uncontested.
When you learn to lead with the threat of a chronic illness and the financial devastation it can cause, you're no longer competing with every other advisor in your market. You're having a conversation your prospects have never had with anyone...and they're hungry for it. That's why meetings flow smoothly. That's why referrals come naturally. That's why advisors who master this approach stop grinding and start growing.
By modeling a new set of skills, this chronic illness conversation can help you gather $10-20M per year in new Assets Under Management and experience significant growth in fixed business commissions.
That's exactly what Business Builder Essentials is for.
This isn't a motivational program. It's not a weekend seminar you'll forget by Wednesday. It's a structured, 26-module professional development curriculum built around one objective: taking you from where you are right now - good at what you do, to becoming a great financial professional. Elevate your advisory skills to engage clients with the topic they want to talk about. Move your practice from Success to Sustainability!
What You're Really Getting
26 Educational Modules
45-50 Minutes Each
These aren't talking head lectures. Each module is a focused, actionable training session built around the real skills that separate advisors who are grinding from advisors who are growing. You'll move from familiarity to mastery across the full spectrum of what it takes to thrive in this Blue Ocean. Accelerate your growth when you gather for our monthly Business Builder Coaching Sessions.
The Foundation
You'll start with the strategic framework...understanding the Blue Ocean opportunity, the ABLTC planning approach, and the three financial planning principles that guide every conversation. This is where the mindset shift happens.
The Discovery Planning Session
The heart of the program. You'll learn the Initial Discovery Planning Session inside and out - all six parts - along with the sequencing, follow-up, and meeting structure that turns interested prospects into committed clients. Module by module, you'll develop the skills to navigate these conversations with confidence and precision.
Building Trust
In a world where trust in institutions is at an all-time low, your prospects aren't just evaluating your credentials...they're asking a much more personal question before they ever move forward: Why should I do business with you? Most advisors never address that question directly. Business Builder Essentials teaches you how to answer it decisively.
These modules break trust-building down into its three core components: personal credibility, professional credibility, and procedural credibility. You'll learn how to demonstrate each one...not through slick talking points, but through the natural flow of real conversations with real prospects. Because buying is a series of micro-decisions that happen before, during, and after the sale. Master the trust side of those decisions, and everything else gets easier.
The Human Side of Selling
This is where most advisor programs stop short. Business Builder Essentials goes deep on the skills that actually move people to action...asking the right questions, demonstrating empathic listening, building trust in real time, handling objections without pressure, and maintaining momentum throughout the sales process. These aren't soft skills. These are skills that close.
Advanced Mastery
From credibility-building to decision-making psychology...from online trust to functioning as a true fiduciary...the final modules give you the complete picture of what it means to operate at the highest level in this market.
Monthly Live Business Builder Coaching Calls
Every month, you'll join Mark McKell - CPA, author, and the architect of this entire system - for a live group coaching session. Bring your questions. Bring your real-world situations. Bring the prospects you're not sure how to approach. Mark will be there.
This isn't a recorded webinar dressed up as coaching. This is live, interactive, and specific to where you're at right now.
The Docere Business Builder Portal
Everything you need to support your growth...all in one place. Links, playlists, slides, charts, spreadsheets, and business-building resources curated specifically for advisors working the Business Builder Essentials program. No hunting. No scattered files. Just the tools you need when you need them.
Complete List of Business Builder Essentials Modules
Here's What Our Members are Saying
David Wagaman, Certified Financial Fiduciary®
Pleasant Grove, UT
As a member of the Docere Advisors team, it has been my privilege to attend their LIVE Advisors Coaching Calls. The calls have been instrumental in helping me run effective Long-Term Care Discovery Planning Sessions with my contacts.
As a member of the Business Builder Professional Program, not only do I receive quality appointments each week but also team coaching by co-founder Mark McKell, CPA. Docere Advisors is a quality firm, and I am committed to remain with them for the rest of my professional carrier.
Jeff Hurst, CPA
Hurst Financial Consulting
The coaching calls with Docere are amazing! They are a critical part of success in this program. It is an opportunity every week to meet with Mark and the other Docere advisors and discuss long-term care cases and all the other aspects of financial planning that impact all or our clients. Everyone is there to be a resource to everyone else. It truly is synergistic!
Hoyt Robey, Certified Financial Fiduciary®, ChFC®, CLU®, RICP®
Personal Economics Financial Group
After over 30 years in the financial services business I have been through many different training and coaching programs. I found Docere Advisors and Mark McKell‘s program to be one of the most straightforward and productive. Especially the coaching calls and the interaction with other advisors. If you follow Mark‘s program, exactly, it should yield very strong results.
Russell Slack, CFP®
Guided Seasons Wealth Advisors
One of many benefits that have come from being a part of Docere Advisors is Mark's weekly coaching. He is very vested in ensuring we can all be successful in helping others through the skillful application of principles. As Docere means to teach, Mark helps us all be better teachers through these weekly coaching sessions.
Jeremy Greene, CLTC®
Greene Financial Planning
The Docere Advisor Coaching Calls have been a game-changer for my practice, providing practical strategies I can implement right away. Each session brings a level of clarity and focus that helps me better serve my clients while continuing to grow my professional skills. I’ve gained valuable insights from both the coaching and the shared experience of others in the group. Overall, the consistency and quality of these calls have added real, measurable value to how I run and scale my practice.
Brent Hanson, CFP®
Financial Life Plans
In addition to better understanding asset-based long-term care products and underwriting, the coaching sessions have helped me learn a more effective way of presenting the need for long-term care planning. I’ve also gained more insight as to people’s concerns, and how to better help them plan for long-term care needs. Even more importantly the sessions have helped me understand the need for, and improve my use of a trust building process.
Frequently Asked Questions
"Will this work in my market?"
The Blue Ocean isn't a geographic strategy. It's a positioning strategy. Affluent retirees with this specific concern exist in every city, every ZIP code, every territory you're already working in. The advisors using this system are succeeding in rural markets, major metros, and everything in between.
"I've bought programs like this before...what if my follow through isn't the greatest?"
That's worth being honest about. This program rewards advisors who show up and do the work. If you engage with the modules, attend the coaching calls, and apply what you're learning...you will see results. If you're looking for a shortcut, this isn't it. If you're looking for a proven system, however, you're in the right place.
"What if I want more than the training? Can I get appointments coming in automatically?"
Business Builder Essentials is the foundation...the knowledge, the skills, and the framework you need to work the Blue Ocean effectively. For advisors who want to go further - with appointments booked directly to their calendar, a full done-for-you digital marketing campaign running on their behalf, and weekly coaching sessions with Mark, that's the Plus program. For those who want 1:1 coaching, live Discovery Planning Sessions with Mark, and personal marketing support...that's our Professional program. Essentials is where you build the foundation. Plus and Professional are where you pour fuel on the fire. Interested in Plus/Professional? Get on our calendar here.
"Who Do I Start Talking To?"
You already have a warm market...and it's bigger than you think. Business Builder Essentials teaches you how to systematically work the relationships you've already built: existing clients who trust you but have never had this conversation, prospects who are already in your pipeline, and the referral sources...CPAs, attorneys, and other professionals...who interact with your ideal clients every day. These aren't cold calls. These are conversations with people who already know you, already respect you, and are almost certainly facing the very threat you're now equipped to address.
The program gives you the language, the sequencing, and the confidence to introduce the topic of chronic illness and long-term care costs in a way that feels natural...not salesy, not fear-based, just honest and timely. Most of your clients have never been asked about this by their financial advisor. That silence is your opportunity. Business Builder Essentials shows you exactly how to fill it.
"What if I've never engaged a client in a long-term care planning conversation?"
Not to worry! This is at the heart of the Business Builder Essentials program. You will discover the six step process for how to have this planning conversation with prospects and clients. You will learn the proper meeting sequencing that yields results and how the LTC conversation can open a range of other planning and strategy opportunities. You will also become well-versed in the carriers and products that make an ABLTC protection strategy so powerful.
But what will accelerate your growth even faster is bringing live cases to the monthly coaching calls. Participate with other advisors and watch your progress soar! Added to all of this is the Docere Business Builder portal providing a range of helpful resources to support your education.
About Your coach
Mark E. McKell, CPA
Founder, Docere Advisors
Managing Partner, McKell Partners
Author, Your Longevity Crisis
Mark E. McKell, CPA, has a B.S. in Accounting from Brigham Young University, Provo, UT. He started his career with Ernst & Young, a top-tier public accounting firm, and then served as a corporate financial professional, financial controller, CFO, and CEO for various firms. For nearly 25 years, he has acted as a personal CFO for pre- and post-retirees, helping them make their golden years truly golden.
Mark is the founder of Docere Advisors, a national group of financial professionals who help pre- and post-retirees combat the many risks associated with retirement life, including the economic threat of a chronic illness. Mark is also the managing partner of McKell Partners, a comprehensive wealth management practice. Their mission is to “Help individuals and families experience financial peace so they can focus their lives on what matters most.”
McKell Partners is a leader in developing comprehensive financial strategies for pre- and post-retirees. Mark is often acknowledged by clients for his consultative style and as a preferred partner by other service professionals such as CPAs and attorneys.
Mark has conducted hundreds of public workshops on financial planning topics that matter most to people, such as his national webinar series Financial Peace for Pre- and Post-Retirees and Don’t Go Broke in a Nursing Home. He has published over one hundred educational articles extolling a range of financial planning principles. Mark is a “go-to” person at industry conferences, providing training to financial professionals on helping individuals and families experience financial peace.
Away from work, Mark is a dedicated family man and committed to his faith, country and community. He and his wife, Susan, have been married for more than forty years and have four married children and twelve grandchildren.
Get Started Today
Your Investment: $197/Month
No long-term contract. No complicated onboarding. Just immediate access to the full Business Builder Essentials curriculum and the live monthly coaching calls with Mark.
For less than the cost of a single seminar that you may or may not fill, you get a complete professional development system build around the one Blue Ocean most advisors haven't discovered yet. You bring the commitment. The system gives you the blueprint.
The advisors who are filling their calendar now made one decision to learn how to do it differently.
This is that decision.
Docere advisors
business builder essentials
$197/Month
Money Back Guarantee
Your investment in Business Builder Essentials is backed by a 30-day money-back guarantee. Engage with the modules. Attend a coaching call. Put the system to work. If after 30 days you don't believe this program has the potential to transform the way you build your practice, contact us and we'll cancel your monthly investment and provide a full refund...no hassle, no hard feelings.
We're confident making that offer because we've seen what happens when advisors actually commit to this system. The guarantee isn't there because we're nervous. It's there because we want you to say yes with complete confidence...and then show up ready to do the work.
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