About

Most advisor coaching programs teach you how to say things. At The Swag Network, we teach you what to do. I’m Terry Wheeler, and I founded this network for a simple reason: I saw too many hardworking, honest advisors getting stuck as "the insurance person" or "the investment person," while their clients’ actual needs went unmet by CPAs and attorneys who weren’t talking to each other.

I built my own firm, We Alliance Wealth Advisors, by doing the opposite of the industry standard. Instead of pushing products, I built a system around the three things wealthy families actually care about: mitigating tax liability, protecting their estate, and defending their wealth against volatility.

Now, I hand that exact playbook to you.

Through our 6-week coaching cohorts, I help advisors install the same workshops, tax analysis frameworks, and estate planning dialogues that I use daily. This is about building a business that supports your family without stealing you from them. If you are willing to do the work, I am willing to show you the way.

Who We Work With.

We are selective about our cohorts to ensure the highest quality of collaboration. We are a fit for you if:

-You are an active advisor (AUM, Insurance, or Hybrid) looking to gather more rollovers.

-You are willing to lead with value rather than rates.

-You are ready to run workshops and execute a proven process in the real world.

Note: The next cohort begins Monday, January 26, 2026. Spaces are limited to ensure personalized attention.