Elevating Your Goals-Based Planning
Trains financial advisors in client-focused financial planning, covering needs assessment, onboarding, discovery meetings, plan creation, and effective communication strategies to enhance client relationships.
Family Business Succession
Arms financial professionals with strategies to guide family businesses through generational transitions, addressing unique dynamics, governance, valuation, and estate planning challenges.
Fiduciary Consulting
Provides expert guidance on regulatory compliance, risk management, and operational efficiency for financial institutions. Services include examination support, training, due diligence, and specialized consultations to enhance fiduciary business performance.
Fiduciary Investing
Covers trust-specific investment strategies, accounting, taxation, and management for financial professionals. Led by expert Daniel A. Smith, it offers practical insights and CE credits across multiple certifications.
Financial Advisor's Course on Trust
Equips advisors with essential knowledge to discuss and integrate trust solutions in wealth management. It covers planning tools, client objectives, trust instruments, and practical applications through case studies and peer discussions.
Goals-Based Investment Review
Trains financial advisors to conduct effective investment reviews as part of client planning. It covers communicating portfolio theory, generating client interest, report delivery techniques, goal-oriented risk management, and promoting asset consolidation benefits.
Growing Your Business
Offers wealth management professionals updated strategies for client retention, expansion, and acquisition. It covers practice management, client communication skills, technology integration, and business development planning, emphasizing practical application to enhance advisors' expertise and client service.
Growing Your Business: Closing Skills
Many individuals find change difficult and avoid making decisions that require changing behavior. This reticence often manifests in specific verbal behaviors that may mask their true feelings. This course introduces effective techniques for moving clients toward action in working with you as their advisor.