Accelerated Advisor Onboarding

Our Accelerated Advisor Onboarding program is a comprehensive solution designed to equip new Financial Advisors and Wealth Advisors with the essential knowledge and skills needed to deliver exceptional, planning-centered experiences to high-net-worth (HNW) individuals. This program streamlines the onboarding process, ensuring your advisors are proficient with key tools like MoneyGuidePro®, able to provide tailored recommendations leveraging your full range of in-house solutions, and ready to engage with clients and develop new business in record time. Through a blend of in-person and virtual live instruction, and self-paced modules, our customizable curriculum covers critical areas such as Practice Management, Comprehensive Wealth Planning, Investing, Trusts, and Banking and Credit. Each curriculum will be customized to your organization’s specific requirements.

Example Areas of Study:

• Practice Management
  • Equip advisors with the strategic and tactical capabilities to manage and grow their clientele efficiently.
• Comprehensive Wealth Planning
  • Introduce participants to the intricacies of financial and wealth planning, emphasizing the significance of individualized, client-centered strategies.
• Investing
  • Provide advisors with a deep understanding of various investment strategies, tools, and considerations to guide their clients in wealth creation and preservation effectively.
• Trusts
  • Empower advisors with the expertise to guide clients in creating, managing, and benefiting from various trust structures and related legal entities.
• Banking and Credit
  • Provide advisors with comprehensive knowledge of modern banking and credit practices, especially tailored to high-net-worth clients.

This exemplary curriculum will be customized to meet your firm’s requirements.

4 Reasons Why You Should Outsource Your Advisor Onboarding Process

Outsourcing the onboarding process allows your organization to focus on its core functions and tasks – but there’s more to it. Here are 4 reasons why you should consider outsourcing the process:

1. Accelerated Readiness: Our program is designed to fast-track your new advisors' development, enabling them to start engaging with clients and generating new business much sooner than with traditional in-house training.
2. Comprehensive Custom Curriculum: We cover all the critical knowledge areas advisors need, including practice management, comprehensive wealth planning, investing, trusts, banking and credit. The curriculum will be customized to fit your firm's specific needs and delivered by our world-class instructors with extensive real-world experience.
3. Tool Proficiency: Advisors will gain mastery of essential tools like MoneyGuidePro®, empowering them to conduct thorough gap analyses and provide optimal recommendations by leveraging your full suite of in-house solutions.
4. Increased Retention: By providing new hires the knowledge and skills to succeed from the start, our program helps boost advisor confidence, engagement and commitment - leading to higher retention rates.