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Where the Future of Personal Finance Comes to Life

Connect. Learn. Grow.

The advisors who thrive today are the ones who invest in their own growth, both professionally and personally. At Currence, our events are built for advisors who want more than information. They want clarity, community, and confidence. 

Whether you’re strengthening your cash-flow planning skills, building a more intentional practice, or learning alongside like-minded professionals, this is where your next level begins. 

Advisors who are new to the business often struggle, not because they can’t do the work, but because they aren’t given a system that helps them truly connect with clients.

Cold calling, purchased leads, and transactional tactics only take you so far. 

Currence offers a different path. 

By giving advisors a proven framework for income-focused conversations, practical onboarding tools, and ongoing training, Currence helps you create meaningful client relationships faster—relationships that naturally lead to referrals, retention, and long-term success. 

With the right approach, you can thrive from the start. Currence is here to help. 

Learn how

Strategist Activation Training

Every other week, Monday–Wednesday at 3:15 pm ET | Live on Zoom

If you’re new to Currence, or ready to deepen your skills, this training series is your starting point. Think of it as your jumpstart: simple, structured, and focused on helping you deliver immediate value to your clients. 

Each session is designed to build confidence and momentum: 

101: Currence Philosophy 
Why clients struggle to save, how income drives behavior, and the mindset behind the Currence structure. 

102: Enrollment 
A clear, step-by-step onboarding flow to help you introduce your clients to Currence and get them set up with the Currence mobile app. 

103: Activation 
How to create one ongoing, powerful conversation that improves client follow-through and long-term results. 

You only need to attend each session once, but many advisors return for a refresher as their practice evolves. 

Join Currence

Certified Income Advisor™ Exclusive Training

Every Monday at 2 pm ET | Live on Zoom | CIA Members Only

For advisors committed to mastering Income Under Management™, this is where your deeper skill-building happens. These sessions create a space to learn, ask questions, connect with fellow CIAs, and sharpen your leadership as an income-focused advisor. 

Each month brings rotating themes such as: 

  • Week 1: IUM Masters – Advanced, segment-specific client strategies 
  • Week 2: Office Hours – Live support, real cases, real solutions 
  • Week 3: CIA Spotlight – What’s working inside CIA practices today 
  • Week 4: Wild Cards + Guest Trainers – Fresh ideas, new voices, new tools 

This is your opportunity to grow with a community that’s committed to elevating the profession. 

Learn more about CIA

Why it works

Boost your confidence with simple, powerful client conversations

With Currence, you’ll learn how to create clarity in minutes, helping clients see their money differently from the very first meeting. 

You’ll discover how to: 

  • Become instantly referable by delivering insights most advisors never present. 
  • Use the Cash Flow Simulator to create powerful “lightbulb moments” that build trust. 
  • Communicate the Currence philosophy in a way that feels natural, authentic, and impactful. 
  • Lead one continuous conversation that strengthens follow-through and deepens relationships. 
  • Turn every meeting into value clients want to share with others. 

Grow your practice through trust, not cold calls

Currence gives you a system that helps referrals come naturally, because your process stands out and your message is clear. 

You’ll discover how to: 

  • Earn more introductions simply by delivering a client experience worth talking about. 
  • Build meaningful relationships across your natural market—without scripts or pressure. 
  • Create conversations that generate curiosity and interest long before you ever “ask.” 
  • Turn client clarity into ongoing, organic referral flow. 
  • Build a business that grows because clients feel empowered, not sold. 

Set appointments that stick, with clients who are ready for change

When your message is clear and your process is structured, people want to meet with you. 
The Currence Playbook gives you the language, tools, and confidence to make that happen. 

You’ll discover how to: 

  • Get more prospects to say yes, and keep those appointments on the books. 
  • Use modern messaging that resonates with today’s overwhelmed consumer. 
  • Avoid the mistakes that create hesitation or confusion. 
  • Guide prospects from curiosity to commitment using simple, income-first conversations. 
  • Start relationships with momentum, clarity, and trust. 
Join Currence to start

Ready to go from overwhelmed to in control? Ready to transform your practice with a proven income-first system?

The Currence Certified Income Advisor™ (CIA) Program unlocks everything below (and more!) Get everything you need to elevate your skills, deepen client trust, and build a thriving, referral-rich practice—without cold calls, guesswork, or outdated tactics. 

For only $397 per month, you get full access to this complete training and implementation system. 

Here’s what’s included:

Currence Activation Trainings ​

Learn the full Income Under Management™ model and how to deliver clarity-driven conversations that clients remember and refer.

CIA Exclusive Trainings ​

Weekly trainings to deepen your understanding of IUM, live Q&A with experts, and more.

Live 1:1 coaching

Curated coaching just for you. Get in front of experts who are in the top 1% of the advisory community and learn from the best.

Industry-led guest training

Unlock access to the best of the best. Top-tier guests attend and give personalized advise to CIAs in our community.

CIA Affiliate program

Earn big and get recurring 10% of commissions for those you refer. Grow the community and grow your wallet.

Cash Flow Simulator

Onboard clients who are ready for success, while building full transparency through every step of the client-advisor journey. ​

CIA-only communities with special insights ​

Get connected with a community of like-minded advisors. Get your unique personal invitation to the Currence community.

Brand kit with images, social media, and email copy support

Clear, practical templates for explaining income strategy, guiding client behavior, and creating breakthrough “aha” moments.

Discounts and tools for advisory coaching

Client-ready assets, planning tools, and coaching resources to help you put the Currence method into action immediately.

The best part… you can explore this for 90 days free.  

+ FREE BONUS! 
Get 90 Days free 

Get started

July 19-21, 2026 – Nashville, TN

Income Under Management® Conference

The Income Under Management Conference is an intensive training event designed for financial advisors like you. Over the course of two days dive into purpose-driven training designed to help you shift from transactional advising to transformational leadership.

Register today

Apply to be a guest speaker

Be a leader in our community of IUM-focused advisors. Educate the audience on your success story, inspire others with your experience, or shake things up with a revolutionary new concept.  

In the press

See how Currence and the Income Under Management™ movement are reshaping the future of financial advice. 

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