"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 workshops set the New Gold Standard in the industry for generation wealth planning and tools . . . the new differentiator in wealth management. We introduced this topic more almost a decade ago at a Barrons conference. Since then, no one has duplicated our workshop content, tools or the results our advisors achieve with client families. Advisors who have completed our workshop have significantly changed their businesses 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.
How Firms Engage Us:
The Institute for Preparing Heirs (IPH) is a service firm and does not sell any financial products and does not provide any legal, tax or investment advice.