GIYA Institute

Guiding Advisors. Protecting Legacies.

A collaborative learning platform for financial advisors — especially tenured practitioners exploring business insurance and its applications across wealth, health, estate, and succession.

GIYA goes beyond knowledge sharing: we build advisor empowerment, agency building, and a structured mentoring ecosystem so your practice grows with depth — not distraction from your core client work.

Business Insurance SPIKE Mentor Workshop

Three capabilities that strengthen your practice

Business insurance remains the flagship entry — SPIKE programs and organizational solutions extend what you can build.

Advisor Empowerment

Readiness assessment, discipline academies, Keyman frameworks, and certification that build confidence with business owners and HNW clients.

Agency Building

SPIKE Practice Builder, cohort implementation, and organizational workshops — structure recruiting, productivity, and case flow across your team.

Mentoring

SPIKE Mentor Certification, Fellow-led disciplines, and facilitator pathways — develop advisors who develop others.

How GIYA is organized

Start with Business Insurance depth (including the readiness assessment). Expand into other disciplines, SPIKE programs, and org solutions when you are ready.

Core learning

Academies

Six discipline academies plus four SPIKE programs — Business Insurance Master Class live today.

View academies Aspiration ladder

Certification

From Certified Advisor through SPIKE Mentor, Legacy Consultant, and earned GIYA Fellow status.

Certification path Live · book now

SPIKE Mentor Workshop

3-day experiential program for agency leaders — mentor certification, FEC, and Revenue Engine.

View workshop page For organizations

Organizational Solutions

Agency workshops, cohort implementation, curriculum licensing, and leadership programs.

Explore solutions Platform model

GIYA Fellows

Discipline leaders who contribute expertise — GIYA scales beyond any single mentor.

Meet the Fellows

Recommended starting path

  1. 1Business Insurance pathway — readiness assessment, Keyman, and Master Class.
  2. 2Free membership — frameworks, nurture, and community.
  3. 3SPIKE Mentor Workshop — equip agency leaders to develop advisors.
  4. 4Certification & Fellows — deepen practice and contribute as a discipline leader.
Enter Business Insurance