World-Leading Content, Training & Coaching Organization

Grow your practice.
Lead your business.

Salmon Academy delivers customized training and coaching in client acquisition and practice management — equipping elite financial advisors and teams with the precise skills to compete and win at the highest level.

Our Programs Our Story
30+Years of
Leadership
15Barron's & Forbes
Top 50 PWM Teams
F500Global
Client Roster

Featured in

CNNBloomberg TVFox & FriendsNBC USA TodayInvestor's Business DailyChicago TribuneCBS
Michael Salmon

"We don't just tell advisors what to do — we show them exactly how."

About Michael Salmon

Three decades
transforming elite teams

Michael Salmon is the founder and CEO of Salmon Academy — one of the nation's foremost content, training, executive and advisor coaching firms. His down-to-earth, step-by-step processes are repeatable, sustainable, and built for measurable ROI.

Currently coaches 15 of the Barron's and Forbes Top 50 Private Wealth Management Teams
Has coached 150+ of the top 1,000 Financial Advisors within the past 3 years and several Fortune 500 executives
Custom content built for UBS and Morgan Stanley Private Wealth
Author of four books, including Winning More Business in Financial Services (McGraw-Hill, 2012)
Panelist at SkyBridge Capital's SALT Conference; featured on Fox & Friends, CNN, Bloomberg, NBC and CBS

What We Do

Two core disciplines.
One integrated approach.

Request a Program
Cornerstone Program
The Client Acquisition Workbook
Our most comprehensive and results-proven program — 140 pages of sequential, building-block content paired with time-tested scripts developed and used by the world's top signature PWM teams.
140 Pages Building-Block Format Time-Tested Scripts Proven Results
Pillar One

Client Acquisition & Business Development

Repeatable, scalable processes to generate referrals, warm introductions, and new client opportunities — with tactics that feel natural and get results.

Prospecting in Unprecedented TimesWorkshop
Optimize & Monetize Your Relationship NetworkWorkshop
The "It Moment" Pitch — First Impressions that ConvertSkill-Build
SuperNetworking: Turning Any Occasion into OpportunitySkill-Build
Winning the War for TalentFor Managers
Pillar Two

Practice Management & Business Transformation

Ongoing coaching engagements that help advisors and teams build a structured, high-growth practice — with a clear operating model, defined roles, and an accountable business plan.

Run Your Practice Like a Business🏆
Client Service Model & Book Segmentation📋
Team Structure, Roles & Right-Person-Right-Chair🪑
Brand, Value Proposition, Vision & Mission🎯
Merging Teams🤝
Succession Planning🔄
Sounding Board for Team Partners💬
Mending Challenging Team Dynamics🛠️
Onboarding, Investment & Relationship Management Processes📈

End Results

What our clients
achieve

Every Salmon Academy engagement is built around delivering concrete, measurable outcomes — not training or coaching for its own sake, not kumbaya conversations, but purposeful, structured work where tangible results are achieved.

✓

Bring in new assets, improve client acquisition and wallet share results, and increase revenues

✓

Know what the best of the best in the world are doing and incorporate the same processes they use

✓

Initiate defined, sustainable and scalable systems, processes, structures, and procedures

✓

Instill discipline and accountability into your practice

✓

Engage in better communications; be equipped to handle team dynamics and elevate team morale

✓

Change approach, behavior and business style and become a stronger leader

✓

Be prepared for future growth and the next phase of your practice

✓

Effectively manage people, delegate, and ensure everyone is at their highest and best use

How Coaching Works

A personalized,
accountable process

Every engagement begins with a focused conversation to understand what is mission-critical, then moves into ongoing structured coaching with direct access to your coach between sessions.

01

Initial Conversation

Speak with a Salmon Academy coach to identify what is mission-critical going forward. Your coach will create an individualized and actively customized plan addressing each area of importance.

02

Ongoing Monthly Coaching

One hour per month to review progress and discuss issues, challenges, and concerns — with direct access to your coach between sessions for time-sensitive matters and a guaranteed 24-hour response.

03

Built-In Accountability

Every session includes a structured review of progress against your goals, with clear action items and defined next steps to keep momentum between meetings.

04

Measurable ROI

We track benchmarks and critical success factors throughout the engagement so you can clearly see the impact on your practice — in new clients, revenues, and team performance.

Custom Content

Built for the
world's leading firms

We go beyond off-the-shelf training. Salmon Academy has designed and delivered proprietary curriculum directly for major institutions — fully aligned with their strategic growth objectives.

🏦

UBS Private Wealth Management

Custom content for client acquisition and advisor business development — deployed across UBS PWM and GWM nationally.

🏛

Morgan Stanley Private Wealth

Proprietary curriculum for client acquisition strategy and running a practice like a business, for Morgan Stanley's top advisor teams.

🤝

Truist

Created content and training to bring bankers and advisors together to "play better in the sandbox" — developing the structure and atmosphere for joint client meetings that uncovered new revenue opportunities and led to closing significant business for advisors, bankers, and Truist.

🇯🇵

Mizuho Securities — Japan

A transformational engagement that fundamentally changed how advisors across the organization work with clients — creating the content, delivering the training, and leading the coaching to reshape the firm's client relationship culture and operating model at an institutional level.

📋

Licensing & Enterprise Programs

Firms can license Salmon Academy curriculum for internal use — fully customizable to your brand, culture, and growth priorities.

How We Deliver

Customized
to your goals

Every engagement is built around your team's specific business objectives. We provide the strategy, the tools, and the ongoing accountability to make sure results stick.

01

Live Instructor-Led Training

High-impact workshops tailored to your team's real-world scenarios and language.

02

Virtual Training

The same depth of engagement, delivered seamlessly across any geography.

03

Onsite & Virtual Coaching

Ongoing 1:1 and team coaching with built-in accountability to track progress and measure ROI.

04

eLearning — Sync & Async

Flexible digital modules designed for busy advisor schedules.

05

Keynote Speeches & Licensing

Conference keynotes and full curriculum licensing for enterprise-scale deployment.

Our Clients

Trusted by the
industry's best

Morgan Stanley
UBS
Merrill Lynch
Graystone Consulting
Wells Fargo
Hightower
Community Bank
Ameriprise
Mizuho Securities
Raymond James
Deutsche Bank
Truist
TSG Wealth Management
Omnia Wealth
Spartan Wealth
Fidelity
PIMCO
BlackRock
Millburn
Boeing
Deloitte
Oracle
HP
Lincoln Financial
AON

Work With Us

Ready to build
your winning practice?

Whether you need a keynote, a team training, or an ongoing coaching engagement — we'll design a program around your objectives.

Email Us
or call 508.725.7175