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
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 [...]
Changing the Conversation Part I:
Financial Planning – is Yours a Product or an Experience?
Though the DOL Fiduciary Rule is off the regulatory table at this point, its impact on investment advisory and wealth management practices is undeniable and likely lasting. As a result, financial planning has become [...]
Coaching: The Three Challenges and the “One Thing”
Coaching is hard. Why? Well there are many reasons, but there are 3 primary challenges we see financial services sales leaders struggle with the most. Limited Time to Coach: Coaching, in its purest sense, [...]
Coaching Value – Do You Have It?
Sales reps reporting to great managers report high levels of job satisfaction and deliver four times more revenue than those working for poor managers. The manager activity most closely associated with sales rep success [...]