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We equip people and organizations with practical solutions. With over 60 years of institutional knowledge and instructors, each with four decades of real-world experience, we are recognized as a leading training and professional development firm within financial services.
We construct tailored consulting and blended learning solutions that create immediate and sustainable impact.
Each need is unique; however, experience has shown us a few common themes:
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.
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.
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.
The CWS® is a certification for professionals working with the affluent and high-net-worth retail market segments in the financial services industry.
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.
This course provides new bankers and new-to-industry individuals with the foundational knowledge needed to serve your customer’s everyday banking needs.
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.
Essentials of Trust and Estate Planning
This suite of lessons teaches practitioners the key trust and estate planning information necessary for effective client conversations.
We blend our knowledge of complex regulatory requirements with industry best practices for running a compliant and profitable fiduciary business.
Protecting Your Reputation & Business
Engage with us to Audit activities from your recent past, ensure Compliance procedures are current to keep your business operating efficiently today and enhance your firm’s Risk Management strategy to appropriately address future changes.