Advisor Workshops

Delivered as half-day and full-day custom workshops, we work with you to tailor learning to your goals and objectives.

The Great Wealth Transfer®
Preparing Families to Prosper & Thrive Across Generation

These transformational workshops take the trusted advisor to the next level of Trusted Family Advisor®. Here, the advisor engages entire families and helps them pass family wealth to next generations in ways that empower family members to develop lifetime goals, pursue passions, and maintain family unity.

Built around 10 generational wealth transfer planning opportunities, these workshops are designed for interaction and idea exchange. Discover what your peers and your competition are doing better and/or differently than you.

Take this opportunity to step away from working in your business and spend some time working on your business. You leave with a plan to immediately apply new learning and new tools.

  • MODULE 1 – Setting The Stage For Today’s Advisors

  • MODULE 2 – Become The Trusted Family Advisor® (Part 1)

  • MODULE 3 – Become The Trusted Family Advisor® (Part 2)

  • MODULE 4 – Building Competitive Advantage

  • MODULE 5 – 1 Day only: Additional sessions customized to your firm.

What Advisors Receive:

  • Pre-work in advance
  • 44‐page comprehensive Advisor Workbook 
  • Unlimited access to new family tools and resources not available elsewhere. Click here to take a look at a few of our family tools.  
  • Follow-up all-attendee calls

CE Credit: CFP Board and Investments & Wealth Institute® towards the CIMA® and CPWA® certifications 

Ready to engage us or have questions?  Contact us

“This workshop is a differentiator and sets a new standard in the financial services industry.” 

                                          —Michael M., CIMA, CFP, Wealth Advisor



Sign Up For Insights & Workshop Updates

You’ll receive a copy of our white paper, “Advice Beyond The Money: Preparing Families to Prosper & Thrive For Generations,” & our Client Family Tree tool for your next client meeting.