Consultative Sales & Practice Management
We share your belief that everyone deserves sound advice and exceptional service.  Asking the right questions to ensure your sales team uncovers and understands the client's needs, wants, desires, and goals is essential to the client experience.

Advisor of the Future
Explore the current disruptors to business and how advisors maintain relevance in the face of change.

Business Succession Planning Workshop
This workshop provides knowledge about the sale or transfer of a business during the life or death of an owner.  Our objective is to aid in your understanding the business owner marketplace and the client experience.

Capitalizing on the Insurance Opportunity
Build conversational skills that change the Insurance conversation from one of mortality to one of economic impact.

Call Center Foundations
The Call Center Foundations program is designed for advisors working in contact centers with inbound and outbound client engagement models. 

Certified Wealth Strategist®
The Certified Wealth Strategist® is a certification for professionals working in the affluent and high-net-worth retail market segments in the financial services industry.

Clients as Family
Historically spouses and adult children were not included in the financial planning discussion.  expectations dictate a new dynamic and increased competency for Advisors.

Critical Conversations
This workshop is designed to focus on the five Critical Conversations around Titling & Beneficiary Issues, Investments, Risk Management & Insurance, Retirement and Trust and Estate Planning.

Discovering Your Unique Branding
Everyone has a brand; either you create it, or it is created for you.  Control your brand by creating a 5-Point Branding Message.

Effective Discovery Skills
Financial professionals that aspire to be “trusted advisors” for their clients realize that Discovery is the most important skill for providing an unparalleled level of service to their clients and increasing their opportunities to add value.

Financial Advisor's Course on Trust
The Financial Advisor's Course on Trust provides an understanding of trust services from a client's needs and business sourcing perspective.

Goals-Based Investment Review
The Goals-Based Investment Review Workshop equips advisors with the knowledge and conversational skills to effectively motivate clients to participate in investment reviews.

Growing Your Business
Create strategies to retain and expand your current client relationships while creating and capitalizing on new opportunities with prospective clients.

Grow Your Business in a Virtual Setting
The need to do business in 2020 did not stop; it just went virtual. 

Integrating Planning into Your Practice
Learn to verbalize a planning conversation, create a proposal, understand wealth strategies available, and use the implementation tools.

New Client Acquisition
This program will provide your team with an understanding of how to define a profile of the client you specialize in serving, the four-point branding message, prospecting, and capitalizing on opportunities.

Partnering for Growth 
This program takes the best practices in internal lead generation and cross-selling and provides participants with a structure to introduce existing clients to the services and solutions your firm can offer in a way that is Effective, Ongoing, and Profitable. 

Performance Coaching
Coaching is the most effective way to drive sustainable performance improvement. Managers who effectively coach are able to consistently deliver improved and sustainable results year in and year out. 

Priorities Discovery Workshop
Learn to use tools and resources that help you gain greater insight into a client's priorities, values and goals. 

Retirement Income Planning
Develop an interview process that will guide a client through their retirement goals and resources including the plan for distribution.

Sales and Practice Management Training
Focus on the foundational knowledge, skills, and practice management routines needed to be successful.

Teaming & Partnering
This program focuses on the rules and unspoken "bylaws" for building and sustaining successful teams and partnerships.

Thriving Through Market Volatility
Prepare yourself, your team, and therefore your clients, for market declines.

The 13 Wealth Management Issues™ Workshop
Participants explore the discussion path for each of the 13 Wealth Management Issues™ using a conversation model and series of questions that are easy for the advisor to use and thorough enough to uncover potential gaps.

Working with Business Owners
This program provides an overview of the buying behaviors of business owners and specific skills necessary to work with them. 

Working with Women Investors
Refine your business approach and communication style to capitalize on the unique perspective of female clients.

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Technical Knowledge
We are widely known for our technical expertise; it is the foundation of our business. Our professionals bring years of experience in the areas of securities operations, investments, tax, estate planning, and trust services.

Accelerated Advisor Onboarding
Equipping new hires with the knowledge and skillset required to deliver a comprehensive planning-centered client experience to HNW individuals.

Basics of Banking™
This course provides new bankers and new to industry individuals with the foundational knowledge needed to serve your customer’s everyday banking needs.

Behavioral Finance
Research on neuro-economics indicates that we share a number of common traits, several counterintuitive, that affect our investment decisions. Any advisor who understands this can use his/her knowledge to a client’s advantage. 

Corporate Trust Education
The Corporate Trust curriculum serves a unique and complex sector of financial services. 

Estate Planning Tools for Advisors
Understanding client objectives and alternatives is the heart of the course content. Participants develop a core vocabulary set that includes a variety of simple and complex estate planning arrangements. 

Elevate Your Goals-Based Planning
This program focuses on client interaction skills and techniques needed to take prospects and clients through discovery conversation and to a retirement plan recommendation of a financial planning tool.

Family Business Succession
This program is intended for financial advisors, private bankers, business consultants, and certified public accountants who advise family businesses in succession planning.

Investment School
The Fiduciary Investment Management curriculum addresses areas pertinent to investment products, investment management strategies, and portfolio management.

IRAs in the Estate Plan
Learn how to handle the largest single item in the typical estate.

Issues & Updates in Estate Planning
Explore the most relevant developments and planning opportunities available to the high net worth client.

Personal Trust Education
Courses vary in complexity depending on the audience's needs. Areas available include:

• Trust Administration
• Taxation
• Charitable Foundation Management
• Conversational Skills
• Special Needs Trusts

Retirement Plan Services Education
The Retirement Plan Services curriculum addresses the responsibilities involved with fiduciary administration and client services of retirement plans and employee benefits. 

Securities Operations School
The Securities Operations curriculum contains facts, explanations, diagrams, and examples of how stocks, bonds, and derivatives are processed in the U.S. These courses not only explain how brokers process securities but also how brokers, banks, trust companies and investment managers do their jobs and how each works with the other.

Wealth Management Issues
Our 13 Wealth Management Issues Modules equip advisors to address key financial areas their client's face. *Available al la carte or as a collection

Trust 2030
Examine the possibilities of what the future holds within the trust business.

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Regulatory
We blend our knowledge of complex regulatory requirements with industry best practices for running a compliant and profitable fiduciary business. We can help support internal auditors as they prepare for a Regulatory Examination, comply with a Regulatory Report of Examination and criticism, offer guidance for future risk management strategies, or provide education to your Board of Directors. 

ERISA Compliance & Risk Management
This course is designed to assist compliance, risk management, auditing professionals and retirement services professionals to determine the specific risks associated with the offerings in Retirement Services.

Fiduciary Consulting
Our Fiduciary Services experts blend our knowledge of complex regulatory requirements with industry best practices for running a compliant and profitable fiduciary business.

Trust Audit, Compliance, and Risk Management Education
The Trust Audit, Compliance, and Risk Management curriculum serves at the forefront of the industry in areas of risk analysis, approaches to auditing, and the elements of a compliance/risk management program related to fiduciary administration, investment management, and process services.

Trust for Board Members
Through this program, we work with professionals to provide both the knowledge and skills needed to alleviate concerns.