Advisor Advancement Academy
Education & training for USA Financial Advisors and their Key Support Teams
Featured Courses
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Crump
CourseCrump provides advanced sales support and case design, dedicated case processing, underwriting expertise, and access to a broad portfolio of competitive carriers and products - allowing advisors to confidently address complex protection needs.
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Better Client Connection, Dr. Meg Lurtz Keynote
CourseDr. Meg Lurtz discusses improving client connection as a leading global expert on the intersection between money, advice, and wellbeing.
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Frank Maselli: Seminar Marketing
CourseFrank Maselli was a keynote speaker for Chain-of-Secrets in October of 2025. His programs are inspirational, practical, and filled with engaging humor.
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Docupace Training
CourseDocupace is the e-processing platform for submitting paperwork for USA Financial Exchange and USA Financial Securities. This course provides an overview of the system and offers tips and guidance for using the platform most efficiently.
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Digital Content Creation
CourseIn a digital age the importance of your online presence and digital content creation has only grown. In this course, the Marketing Team at USA Financial provides links, resources, tips, and insights around digital content creation.
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New Biz Trainings
CourseThese videos provide training around the various tools and services used to submit new, maintenance, and add-on business to the New Business team. Please contact Melissa Carlon if there is a topic you would like to see addressed here.