The new Fiduciary Rule will ultimately result in many clients consolidating their retirement assets with a single advisor. Our program helps ensure that their most trusted advisor is YOU!
Equips students with the educational foundation needed to not only pass the CFP® Board exam, but to also better serve their clients with sound financial advice.
Provides organizations with a sophisticated, scalable and customizable program to train advisors and be a leader in this emerging segment.
Latest From Our Blog
Want to Increase Sales? Stop Selling and Serve!
Don’t let this title deceive you. We are not suggesting you eliminate the word “sales” from your organizational vocabulary. It’s a valid term and a critical performance metric. But, we ARE suggesting that transforming [...]
Want to Make Your Number? SIMPLIFY Your Coaching!
The single biggest obstacle to consistently achieving goal in our industry is sales leadership, or more specifically, the lack of consistent, value-add coaching. Probably not a profound revelation for most of you. But if [...]
Raise Your Right Hand and Repeat After Me….
As firms and advisors begin to define their business models in a post-DOL world, many are making headlines. Merrill dropped commissions altogether in retirement accounts and will not use a BICE. Others, like Ameriprise [...]
What’s Missing in Financial Services?
Recent research about the financial services industry suggests we have some work to do as to how our industry is perceived by the general public. In 2016, the financial services industry (for the fourth consecutive [...]