Never hesitate to reach out to us with any questions or clarifications that you may need.
Our Opportunity
The Advisory Capital Broker Training program provides licensed finance and investment professionals with the infrastructure, lender access, and membership benefits needed to establish a complete commercial capital practice under their own name. No licensing barriers. No ongoing fees. No royalties. You retain 100% of your commissions.
Many finance and investment professionals who join our program come from wealth management, financial planning, private equity, or portfolio management backgrounds, bringing trusted client relationships and a disciplined approach to capital optimization.
You already understand client risk profiling, investment financing structures, and borrower advisement; skills that translate directly into the broader commercial capital space.
Commercial capital is often underutilized by licensed professionals, even though it naturally complements traditional financial advisory work. Expanding into this space positions you to serve more clients, offer broader solutions, and build a stronger, more resilient practice.
Unlike traditional residential lending, commercial private lenders must consistently deploy capital. They do not rely on deposit accounts or interest-bearing products during market shifts.
When markets are strong, private lenders compete directly with banks. When banks pull back in higher-rate environments, private lenders become more aggressive and creative with their terms to continue funding.
This dynamic creates consistent opportunity for brokers, regardless of broader economic conditions, and establishes commercial capital as a resilient and lucrative revenue stream beyond residential transactions.
The Advisory Capital Broker Training program is not operated as a revenue-driven training model. Our focus is to grow the Commercial Capital Broker Association with qualified professionals who understand the responsibility of capital advisory work.
Membership in the CCBA is included at no cost after onboarding, providing ongoing support, advocacy, benefits, and recognition.
We are committed to raising the standards of the commercial capital industry through a network of brokers aligned with professionalism, client advocacy, and ethical origination.
Through tailored coaching, we guide you in developing strategic plans that focus on leadership, market positioning, operational efficiency, and financial growth. Whether it’s setting realistic targets, optimizing resources, or navigating industry challenges, we provide the tools and insights you need to make informed decisions. With a blend of big-picture thinking and actionable steps, our planning and strategy sessions empower you to build a resilient, scalable business that thrives in today’s competitive landscape.
Office: (813) 295-2235
Email: info@advisorycapitalbrokertraining.com
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