Take your advisory career to the next level.

The Foursquare Guarantee

Experience a Career Revolution: Foursquare Financial Inc. is Your Gateway to Unparalleled Success and Personal Fulfillment in Financial Advisory.

What Advisors Are Up Against

  • Finding Clients

    The relentless search for the right clients often feels like a never-ending maze.

  • Staying Consistent

    Achieving consistent results in this volatile market is like hitting a moving target.

  • Lack of Support

    The absence of effective training and mentorship leaves many advisors feeling like they're navigating a ship without a compass.

What they’ve tried but failed at...

Closing Everyone

Not everyone is your client. This approach not only dilutes your focus but also undermines your effectiveness as an advisor.

Motivating Themselves

A lapse in sustained motivation can be the invisible hurdle that prevents even the most promising advisors from reaching their full potential.

DIY Biz Strategies

They often fall into the trap of listening to "fake gurus," leading to a state of overwhelm and confusion that hampers effective decision-making and business growth

The Emotional Rollercoaster

Have you ever stopped to consider the emotional journey that accompanies the challenges advisors face?

It's a rollercoaster that many advisors get on but find difficult to navigate successfully.

This is where the Emotional Cycle of Change comes into play, a cycle that every advisor experiences but few manage to navigate successfully.

Where advisors get stuck

Why advisors stay stuck in the valley of despair.

Lack of Support

Without a supportive community or mentorship, the emotional toll can be overwhelming.

01.

Information Overload

The abundance of conflicting advice, especially from "fake gurus," can lead to confusion and paralysis.

02.

Inconsistent Actions

Without a clear plan and accountability, it's easy to stray off course.

03.

Financial Pressure

The financial investment required can become a stressor, especially if immediate results are not seen.

04.

How Foursquare Helps Advisors Get Out Of The Valley Of Despair

  • We channel your initial enthusiasm into actionable steps, providing you with our "Purpose, Plan, Perform" approach to set you on the right path.

  • Our "Cutting Edge Foursquare Academy" offers effective sales training and implementation strategies, helping you navigate challenges with confidence.

  • This is where our community support shines. Our "Foursquare Advisor Inner Circle" and mentorship programs provide the emotional and professional backing you need to push through.

  • This is where our Success Roadmap comes into play. It's not just a plan; it's a dynamic, evolving strategy tailored to your unique needs and career goals. Whether you're aiming for the prestigious MDRT membership or looking to specialize in a particular niche, our Success Roadmap provides you with the step-by-step guidance you need. It's like having a GPS for your career, ensuring you're always on the most efficient and effective path to your goals

  • Congratulations, you've made it! But success isn't a destination; it's a journey. And what better way to celebrate this journey than with rewards that match your hard work and dedication? Our Incentive and Recognition programs are not just 'nice-to- haves'; they're an integral part of our culture. From exotic trips to generous bonuses, we acknowledge and reward your achievements, making the journey not just fulfilling but truly exhilarating. With Foursquare, you're more than an advisor; you're a success story in the making.

Are you ready to shatter the glass ceiling and redefine what's possible in your financial advisory career?

The founders of Foursquare Financial Inc.

Meet Manny + Mary

We started out 10 years ago, learning everything the hard way. We were told to talk to anyone and everyone and sell them insurance. Not only was this approach exhausting, but it also led to quick burnout. That's when we realized the problem wasn't with us; it was with the system.

Our philosophy is simple yet transformative: "We don't sell; we advise." This ethos led us to develop Foursquare's Purpose, Plan, and Perform approach:

✓ Purpose: Knowing your 'why' to align your career and personal goals.
✓ Plan: Creating a business plan that resonates with your 'why.'
✓ Perform: Taking intentional steps to turn your plan into reality.

This approach didn't just skyrocket our business; it enriched our lives, giving us a fulfilling career and a life we love.

At Foursquare Financial Inc., we've been where you are. We understand the challenges, and that's why we've created a supportive ecosystem that empowers you to thrive, not just survive.

Why Foursquare Works

  • At Foursquare Financial Inc., we pride ourselves on being the mavericks of the financial advisory world. While others stick to the beaten path, we venture into uncharted territories to discover new and effective ways to serve our advisors and clients. We're not here to maintain the status quo; we're here to shatter it.

  • We don't follow the herd. Our methods are unconventional, but they are tried, tested, and proven. We've turned the traditional model of financial advising on its head to create a system that works for you, not against you.

  • Who said a career in Insurance and Finance has to be monochrome? At Foursquare, we add color to your professional life through our innovative approaches, diverse community, and a culture that encourages creativity and individuality.

  • We're not just about numbers; we're about people. We specialize in advisor growth. Our forward-thinking strategies are designed to keep you ahead of the curve in an ever- changing industry.

The Foursquare Advantage

  • Sales Maximizer Mastermind

    Your personal boardroom of elite advisors. Our Sales Maximizer Mastermind is designed to supercharge your sales strategy, providing you with the insights, techniques, and confidence you need to close deals effectively. It's like having a round-table of experts in your pocket, available 24/7.

  • Power Call Days

    Say goodbye to lonely, aimless cold calls and say hello to Power Call Days. These are in-person, high-energy days where we employ data-driven methods to ensure high-impact client outreach. We provide you with the tools, scripts, and strategies to make every call count. Plus, we do it together, making it a collaborative experience.

  • Performance Incentives

    We recognize and reward exemplary performance through a structured program of incentives, including exclusive trips and financial bonuses, to motivate and appreciate your hard work.

  • The Cutting-edge Foursquare Academy

    Step into the future of sales training with The Cutting-Edge Foursquare Academy. This dynamic program keeps you ahead of the curve, offering the most current and up-to-date training modules available.

  • Brand Alchemy

    Transform your personal brand into gold. From business roadmaps to social media strategies, Brand Alchemy helps you carve your own niche in the market, making you a standout advisor in a crowded field.

  • Success Blueprint

    Your GPS to career milestones. We provide a clear, actionable plan that serves as your roadmap to success, guiding you through each milestone of your career journey.

  • Ethical Excellence

    We're not just about making sales; we're about making a difference. Ethical Excellence ensures that our practices are ethical, transparent and client- focused, setting you apart as a trusted advisor.

  • Executive Leadership

    Be mentored by industry-leading professionals. Our team is led by a consistent MDRT member and an ICF Accredited Peak Performance Coach, offering you unparalleled mentorship and guidance

"Foursquare is the definition of the quote: throw me to the wolves and I'll come back, leading the pack. I have always been a proud Foursquare Advisor."

— Zendel Sayson, CHS, CPB Qualifier

"Foursquare has profoundly shaped the person I am today. They've empowered me to provide a better life for my family while focusing on what truly matters—my clients."

— Norie Lyn Lat, CHS, Foursquare TOP Advisor & Vice President Conference Qualifier

“The Foursquare team is one of the reasons why I am motivated to keep going. Having started the business at the beginning of the pandemic and being still in the business, made me realize that I am in the right career and that is because of this great team.”

-EJ Ortiz, Foursquare Advisor since 2019

What We Seek

We seek advisors who are not just looking for a job but are committed to crafting a transformative, fulfilling career.

If you're someone who thrives on challenges, who wants to be more than just a number, and who aspires to be part of a community that's redefining the financial advisory landscape, then Foursquare is where you belong.

Who We Accept

We are selective, not to exclude, but to include the very best. We're in the business of building legacies, and for that, we need go-getters, visionaries, and relentless optimists.

Our high standards extend beyond just professional qualifications; they encompass the way we present ourselves.

We dress impeccably and handle ourselves with the utmost professionalism because our reputation is a priority in the standards we set for ourselves.

How Do I Become A Foursquare Advisor?

The path to becoming a Foursquare advisor starts with an intake form. Whether you’re a licensed insurance advisor or someone with a passion for insurance and finance, we’re eager to learn more about you. If you are not yet licensed, and would like to join our team, we can support you in your journey towards obtaining your license. Apply today and take the first step towards a fulfilling career with Foursquare Financial Inc.