Explore Customizable Programs for Organizations

This comprehensive course, led by our Subject Matter Experts, covers identifying, preventing, and responding to disputes and fiduciary conflicts.

A comprehensive course designed to transform retail bank employees into holistic advisors, covering technical knowledge, advanced conversational skills, and practical application through online modules, in-person workshops, and sustained coaching.

This comprehensive course, led by our Subject Matter Experts, covers coordinating retirement assets and life insurance with estate and trust planning.

This program equips sales assistants with the skills to better support their advisors and streamline client interactions. Through five focused sessions, participants will learn key processes, use of essential tools, and best practices for managing client relationships. The program helps assistants take ownership of tasks, freeing advisors to focus on strategic decisions and client relationships, ultimately driving practice growth and delivering a consistent, high-quality client experience.

This comprehensive course, led by our Subject Matter Experts, covers planning techniques and elections driven by estate, gift, GST, and income tax considerations.

This comprehensive course, led by our Subject Matter Experts, covers best practices for fiduciaries administering estates and trusts from acceptance through termination.

This comprehensive course, led by our Subject Matter Experts, covers design and use of irrevocable trusts and sophisticated wealth-transfer strategies.

Trains advisors to conduct comprehensive client discussions using a structured framework. It covers key wealth management topics, conversation techniques, gap identification, and strategies to demonstrate expertise, enabling advisors to provide holistic financial solutions.