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Tools and Resources for Advisors

Empower Your Practice, Elevate Your Impact

The SecondWave Life™ course equips advisors like you with the tools, insights, and strategies to close more deals and ensure clients are happier and more fulfilled. Our proprietary tools are designed to streamline your process, deepen your client relationships, and set you apart in the marketplace.

Professional Advisors We Serve

Included
Resources

SecondWave Life™ Toolkit

Step-by-step exercises and templates to help clients design their next chapter.

Advisory Playbook

A comprehensive guide to mastering the SecondWave Process™ and applying it with confidence.

Community Forum

Connect with other Certified Exit Planning Advisors (CEPAs) to share insights and success stories.

Exclusive Webinars

Access live and recorded sessions with Andrew and other experts on exit planning strategies.

Benefits of Certification

Why Join the SecondWave Life™ Community?

Competitive Edge

Stand out by mastering the missing link in exit planning - helping entrepreneurs embrace their post-sale purpose.

Higher Closing Rates

Learn how to guide your clients through their emotional and practical hesitations, reducing deal failures.

Client Trust and Loyalty

Deepen relationships with your clients by addressing the human side of their transitions, fostering trust that lasts.

A Proven Process

The SecondWave Process™ is backed by years of experience and results. Our advisors consistently see measurable impact in their closing rates.

Community Support

Join a growing network of forward-thinking advisors dedicated to reshaping exit planning.

FAQs for Advisors

Who is this course for?

CEPAs, Wealth Advisors, Coaches and other professional advisors who care about the Client’s purpose and successful transition into a new season of Life.

The Second Wave process is a journey of identifying and documenting key elements of one’s life in the moment, and creating a written plan to find purpose, impact and fulfillment in a new season of life.

The foundation of the Second Wave process is the field of Logotherapy.   The groundbreaking work of legendary psychiatrist Dr. Viktor Frankl, logotherapy is grounded in the belief that all Human beings need a purpose.   Second Wave Life Advisors help their clients transition into the purpose they have in the next season of their life.

Certification requires Advisors to complete a virtual training course to learn the process, successfully complete a short exam, and write a one thousand word ‘forward’ to the version of the Second Wave Life book which they will use with their clients.

Certified advisors have access to support via email, an FAQ page which is updated in real time and Monthly Coaching calls.

Help your clients

Find Purpose, Impact, and Fulfillment Post - Exit

with SecondWave Life™ - sequel to Don’t Leave Life on the Table by Andrew Williams

Close More Deals by Addressing What Really Matters

The best exit advisors don’t just sell businesses – they help owners embrace their next chapter. Differentiate yourself by guiding business owners through both the numbers and the emotions of selling.