"I've been in the industry for 31 years, at two different firms, and this is the best training program I have attended." - Carroll J., Senior Wealth Advisor
Our advisor training programs set the standard in the industry for next generation wealth transfer planning and tools . . . the next big differentiator in wealth management. We introduced this topic more than six years ago at a Barrons conference. Since then, no one has duplicated our research, our tools or the results our advisors achieve with affluent families. Advisors who have completed our training have significantly changed their practices by:
Our number one focus is helping financial advisors take the next step to become the Trusted Family Advisor . . . one whose client is now the entire family.
Becoming the Trusted Family Advisor is the next big differentiator in how wealth managers define and deliver advice to successful families to grow their businesses.