simplifyingwealth4advisors

Grow, Thrive & Stay SANE

The Platform for Advisor Sanity & Success

Sanity & Success for Advisors

2-Day Virtual Intensive Workshop

2026:

April – 22nd & 23rd 

August – 5th & 6th

2027:

Jan – 20th & 21st 

Thirty years of wisdom and insight.

Two days to make it yours.

A lifetime to live it your way.

A live, hands-on virtual experience for advisors ready to stop spinning, simplify what matters, rise above the chaos, and realign their practice and life with their authentic self — creating freedom and success without sacrifice, built on their terms, not everyone else’s.

This is not about products, sales, or scripts.
It’s about aligning your practice with who you are at the core — your rhythm, your energy, and your natural way of working — for true sanity and success.

Alison Joy Flaum, ChFC, CLU, MS

Founder – Simplifying Wealth for Advisors LLC

Financial Services Professional since 1997. 

“In the making…”™

ALISON’S JOURNEY

Alison—Orli Yafa in Hebrew—is a story of strength, grace, and purpose. She inspires by example, navigating life with resilience, simplicity, and sophistication. Her journey is marked by a fearless pursuit of meaning, an ability to close chapters with courage, and an unwavering commitment to growth.

Her mantra: we are always “in the making.” And that’s exactly what she embodies.

How a Top Producer was Made

A full life lived before 27 gave her a deep sense of mortality and humility. Some things are in our control; many are not. But every day is a chance to do good work, live with intention, and redefine what well-being means—uniquely—for each person.

With clients in over 25 states, Alison has built a thriving solo-practitioner practice entirely by referral. Her journey in financial services began at 27, and today—nearly 30 years later—she remains one of the industry’s most consistent top producers in insurance, securities, and comprehensive planning.

She didn’t expect what was ahead, but she knew from the beginning: this career would allow her to create meaningful impact. Few professions offer the privilege of being invited into the heart of people’s lives—their hopes, fears, dreams, and stressors. For Alison, this invitation is sacred.

Creating Simplifying Wealth for Advisors is more than a project—it’s a calling. Alison sees so many talented professionals trying to figure out who they are, what works for them, and how to stay grounded while navigating the complex world of wealth planning

Her mission is simple: share what’s helped her thrive. From techniques and tools to mindset and practice-building strategies—Alison offers what she’s learned, knowing that not everything will fit everyone. Take what speaks to you. Let go of what doesn’t. Build the business—and life—that reflects you.

With nearly three decades in the field, Alison continues to evolve—grateful, humbled, and often surprised by how far she’s come. She believes deeply that every obstacle holds new light, and every chapter offers a chance to grow.

Here’s to courage. To curiosity.

To honoring who we are and who we’re becoming.

May everyone find their light, grow and not be afraid to live their best lives in a way meaningful to them and as a blessing to others who appreciate their qualities and talents.

– Alison (AKA Allie)

Knowledge Buckets

Wisdom for Sanity & Success, your way!

C O M I N G  S O O N  I N  2 0 2 6

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Tailored to fit your organization’s unique needs Corporate Conferences | Platform or Breakout Sessions | Workshops

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Pay Your Way:

Alison—Orli Yafa in Hebrew—is a story of strength, grace, and purpose. She inspires by example, navigating life with resilience, simplicity, and sophistication. Her journey is marked by a fearless pursuit of meaning, an ability to close chapters with courage, and an unwavering commitment to growth.

(April 22nd & 23rd - 2026) 2-Day Virtual Intensive

RESET & REALIGN MID-YEAR: This April hands-on virtual intensive workshop is a deep dive—not a passive webinar. Refresh your focus, realign your systems, and reconnect with your core so your practice supports your energy and strengths. For advisors always in the making, this is yours for the taking. It’s not magic, it’s mindset. ~ Alison

$5,800

(August 5th & 6th - 2026) 2-Day Virtual Intensive

BUILD YEAR-END MOMENTUM: This August hands-on virtual intensive workshop is a deep dive—not a passive webinar. Regroup, refocus, and align your practice with your rhythm and energy so you can finish the year with Sanity & Success. For advisors always in the making, this is yours for the taking. It’s not magic, it’s mindset. ~ Alison

$5,800

(January 20th & 21st - 2027) 2-Day Virtual Intensive

KICK OFF THE NEW YEAR: This January hands-on virtual intensive workshop is a deep dive—not a passive webinar. Designed for advisors seeking Sanity & Success, it helps you align your practice with your rhythm, energy, and natural way of working. For advisors always in the making, this is yours for the taking. It’s not magic, it’s mindset. ~ Alison

$5,800

9:00 AM to 5:00 PM U.S. Central Standard Time | Open to Advisors Anywhere in the world.

Whether you’ve been in the industry for two years or twenty, whether you’re creating a practice, reorganizing one, or realigning what you’ve already built — you’re in the right place.

This is your opportunity to rise above the chaos, reconnect with what matters, and create a practice and life that truly support who you are at the core.

This is not about me. It’s about you — and your next level of clarity, growth, and freedom.

Over these two days, we’ll explore — and expose you to — the mindsets, principles, and systems that have guided me through nearly 30 years of success — through obstacles and blessings, planned and unplanned. Just life.

We’re going to get real, we’re going to be honest, and I’ll share how I stayed at top production through it all with Sanity, not chaos. My goal is to help you look at your world through a new lens: to see what’s aligned, what’s missing, and what needs to shift so your work supports your life, not the other way around.

This experience will help you:

  • See your practice and your life with fresh perspective.
  • Identify and release patterns that drain your time and energy.
  • Build systems and boundaries that align with your authentic self & energy
  • Create freedom and success, without sacrifice — on your terms.

Format & Flow

The 2 Formal Session Days are:

  • On Zoom, having your camera on is required to participate, no exceptions
  • 9:00 a.m. – 5:00 p.m. U.S. Central Standard Time, please be on time as content will not be repeated
  • Participant recording is prohibited , there are no replays & non-registered individuals are not allowed

This is a live, interactive virtual experience — not a passive webinar. You’ll receive:

  • Pre-Class Homework to set your intentions and clarify your goals in a 300 word email to our “Admin” email address 2 days before the workshop.
  • Live Sessions with teaching and real-time application exercises through breakout sessions.
  • Workbook, Templates, and/or Worksheets to support learning, retaining & applying takeaways meaning to you
  • Homework Prompts for the next day before, during, or after each session
  • VIP Bonus Q & A Session Access the following business day from 11 AM to 1 PM (Exclusive for VIP’s & Inner Circle) 
  • Access to a Private Virtual Community on Skool for all 2-Day Live Virtual Intensive Participants to keep your momentum, share wins, struggles, and learn from each other long after the workshop

Participants are strongly encouraged to:

  • Block your calendar, silence your phone, and prepare your uninterrupted space.
  • Have your snacks, drinks, notebook, pens, and highlighters ready.
  • Delegate any recurring tasks for these days to someone else

This is your space to fully engage, fully participate, and invest in the version of you who’s ready to thrive with sanity and success.

Download or View the Full Itinerary

Pricing & Registration

Upgrades to VIP level access will be offered to all registered participants.

No recording devices permitted. This ensures a safe, private space for all participants to show up authentically and grow together.

No Refund Policy; however severe illness with hospital stay or death in the family prior to the start of the Workshop, will allow the registrant to be re-assigned to the next available 2-Day Intensive.