This program translates behavioral finance into the advisor’s realm of investing, helping them differentiate their ability to help clients avoid the Top 10 Investment Decision Errors. Learn more >>

Equips students with the educational foundation needed to pass the CFP® Board exam, and better serve their clients with sound financial advice. Learn more >>

Provides organizations with a sophisticated, scalable and customizable program to train advisors and be a leader in this emerging segment. Learn more >>

Latest From Our Blog

A Leadership Dialogue Worth Reading: Balancing the Need to Drive Revenue with Doing What is Right for Clients

February 28th, 2019|Comments Off on A Leadership Dialogue Worth Reading: Balancing the Need to Drive Revenue with Doing What is Right for Clients

Given the breadth of contacts we have in our work in the financial services industry, we are afforded the opportunity to encounter some of the best bankers, advisors, market leaders and executive leaders in the [...]

Changing the Conversation Part III: Transforming the Value and Impact of Client Relationship Review Meetings

January 31st, 2019|Comments Off on Changing the Conversation Part III: Transforming the Value and Impact of Client Relationship Review Meetings

One of the things we do quite often in our quest to help our industry raise the bar on the value provided to its clients is participate in pre-call planning sessions. A majority of [...]

Changing the Conversation Part II: Changing the Planning Paradigm – The Key to Overcoming the Advisor (AND Client) Adoption Challenge

November 30th, 2018|Comments Off on Changing the Conversation Part II: Changing the Planning Paradigm – The Key to Overcoming the Advisor (AND Client) Adoption Challenge

Planning software firms like eMoney and MoneyGuidePro are exponentially growing in terms of the number of firms and advisors utilizing their planning software (with currently well over 100,000 advisors in the U.S. equipped with [...]

The Adoption Challenge in Financial Planning

October 9th, 2018|Comments Off on The Adoption Challenge in Financial Planning

For over a decade, financial services firms have been working to drive the adoption and consistent implementation of financial planning by their advisors.  While literally millions of dollars are spent by firms each year in [...]