Press Release: Beyond Advisors Launches Advisor Training to Help RIA Owners Turn Junior Advisors Into Producers

A new model installs the setter-to-closer system most advisory firms are missing WILLIAMSPORT, Tenn, Oct. 09, 2026 (GLOBE NEWSWIRE) -- Most RIA founders built a successful practice and ended up with a job they can't step away from: they bring in the clients, close the business and serve the book themselves. Beyond Advisors today announced its launch as a training company built to change that. Beyond Advisors trains firms to generate their own qualified prospects and develops junior advisors into producers, so the founder no longer has to do everything. Many RIAs run on one producer. New advisors shadow meetings with no clear path to production, and growth stays capped at the founder's calendar. Beyond Advisors installs the model nearly every other B2B business already uses: -- Marketing: an in-house marketing team member generates qualified prospects, launching campaigns based on the firm's capacity. -- Setter: a junior advisor calls those prospects and sets appointments, building skill through real conversations rather than shadowing. -- Closer: a senior advisor meets with.