Explore Customizable Programs for Organizations

The SkillBuilder Video Collection: Effective Presentations enhances financial advisors' presentation skills with practical scripting and tips for client meetings, gap analysis, and pre-planned presentations, supporting business growth and successful client interactions.

The SkillBuilder Video Collection: Managing Relationships enhances financial advisors' relationship management skills with practical scripting and tips for building client experiences, managing large books, and conducting comprehensive reviews, fostering stronger client relationships and business growth.

The SkillBuilder Video Collection: Sourcing equips financial advisors with practical scripting and tips for branding, securing introductions, educating referral sources, and conducting qualifying conversations, enhancing their ability to source new business and grow client relationships.

If your organization seeks trust audit, compliance and risk management education for the entire team, now is the perfect time to connect with our enterprise team to discuss your specific needs further.

Equips fiduciary and trust board members with essential knowledge and skills to navigate their complex responsibilities, covering ethical conduct, decision-making, and risk management in governance roles.

Join Duane Lee to explore the revised Uniform Fiduciary Income and Principal Act, understanding its impact on policies, procedures, and controls, enhancing your effectiveness and efficiency in trust and financial roles.

This course covers management and valuation of non-traditional assets. Led by Brad Davidson, it provides strategies for trust officers, advisors, and investment professionals, offering CE credits for various financial certifications.

This collection equips professionals in the high-net-worth market with essential knowledge in estate planning, tax strategies, and investment management, ensuring comprehensive client service.