Welcome to the Weylman Center

We are delighted that you have joined our community of growth-minded financial professionals, leaders, recruiters and staff! Our  state-of-the-art learning development platform is designed to equip you with proven growth and marketing strategies that will help you attract top clients, accelerate your growth, and achieve your most important goals.

LEARNING DEVELOPMENT PLATFORM

Explore our five distinct learning paths.

Whether you're new to the industry or a seasoned expert, the Weylman Center delivers strategic insights and practical guidance for new advisors, experienced advisors, leadership, and staff/administration.

Attract and retain high-value clients, recruit top talent, lead with confidence, and empower your support staff to better assist you in achieving your goals.

New Advisors

Experienced Advisors

Recruiting

Leadership

Staff Development

Explore Target Market Briefs

Unlock valuable insights with our comprehensive Target Market Briefs—your go-to resource for target market research. This powerful resource offers hundreds of detailed reports covering businesses, professions, occupations, and lifestyle markets.

Each Market Briefing Report includes:

  • Key facts about the market such as salaries and geographic trends to help inform your target market selection(s)
  • Direct website links to local chapters, professional organizations, centers of influence, and their members—making it easier to connect and build relationships.


Whether you're identifying new opportunities, refining your niche, or deepening market knowledge, this resource empowers you to target with precision and confidence.
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Our Success Services

Access our experts to elevate your success through personalized guidance, strategic support, and tailored solutions.
  • Speaking – Engage your audiences with dynamic, high-impact presentations—available in person or via webinar—to educate, inspire, and drive results.
  • Coaching – Access personalized coaching for individuals, teams, staff, and leaders, tailored to help you grow your business and attract top clients.
  • Event Planning – Partner with our event experts to bring your ideas to life—from strategy to execution—for unforgettable, results-driven events.
  • Virtual Assisting – Increase productivity by delegating non-revenue tasks to a professional virtual assistant, freeing your time for high-value activities.

"The Weylman Center has been a game-changer for me as a Senior Professional Development Growth Officer for financial advisors. The trainings and resources are specifically designed to help advisors confidently develop and expand into new markets. With Misty’s guidance, I gained a deeper understanding of how to help advisors identify and attract high-value clients, differentiate their services, communicate effectively, and stay organized and focused for faster success!”

Chelsie Brakke / Sr. Professional Development Growth Officer
North Star Resource Group

“Misty is an inspiring and authentic speaker that supports hundreds of our new financial professionals to find sustainable success by helping them to discover their ‘why,’ identify their target markets and create tangible marketing plans.”

Sales Learning Strategy/ 
Fortune 250 Mutual Insurance Company

"The Weylman Center has been an amazing resource for our firm in helping new advisors build sustainable and scalable markets instead of just relying on someone’s "natural market" as our industry has done for so many years. Misty has provided our team with great insight and ideas on how to build markets, maintain client relationships, and how to stay in front of our clients and prospects in very simplistic and sustainable ways. They were able to implement and execute immediately."

Travis Hart / LUTCF®, CLU®, CLF® President / CEO Wealth Strategies