This course is designed to walk you through the process of creating an advisor compensation model that aligns with your culture, goals, and compensation philosophy.

This course is designed to introduce firm leaders at larger firms to the concept of advisory teams and teach them how to design an effective structure.

This course will help you understand the reasons for and benefits of goal setting, the process of goal setting, and the need to adjust goals over time.

This course is designed to help you feel more comfortable and confident asking clients for introductions to the people they care about. By the end of the course, you’ll have the mindset, tools, and strategies needed to consistently get introduced to more ideal prospects.

Join Mike Durbin, Head of Fidelity Institutional, as he invites experts inside and outside of Fidelity to explore how the COVID-19 pandemic may have a…

This course is designed to lead advisors through the Blueprinting process. By the end of the course, advisors should be able to identify and articulate their values, purpose, vision, mission, value proposition and goals.

This course will teach you how to use the slightly modified Client Blueprinting Guide to strengthen relationships with clients. It is one tool to help implement and execute a very rich, deep, holistic financial planning process.

This course is designed to help firms create messaging around the planning process that helps them differentiate the experience they provide to clients. By the end of the course, you should be able to go through a process to create your own authentic messaging and brand your planning process.

Without a deliberate and thoughtful process, your message to clients, prospects, and COIs can be at best vague, at worst confusing. Additionally, sometimes firms need to RE-brand as they evolve. This course will guide you through the process of creating or refining a brand message and launching the brand.

As advisory firms grow, the CEO/Advisors and team members need to be able to successfully navigate both self-imposed and externally-driven change. Planning for change is important, but a good first step is to understand how change affects people which will lead to successful change management.

This course is designed to help firms execute a successful Client Advisory Council and get the most out of the feedback they receive from council members. By the end of the course, firms should feel confident in planning and executing a successful Client Advisory Council meeting.

This course is designed to help firms be intentional about a key part of their overall client experience: showing appreciation through events, gifts and notes, and Random Acts of Kindness.

This course provides tools to make client segmentation simple. With the information you gain, you can then create a plan for client service, communication, and overall business growth which focuses on your ideal client.

This course reviews the importance of continuity planning, provides detail on both operational and key-person continuity planning, and reviews how to communicate and test your continuity plans. It’s important to note that continuity plans are for incidental events, such as a snow day, a pandemic, or a death, not for normally planned business succession. 

This course is designed to help you convert prospects into clients. The focus is the processes and the language you can use to build prospects’ confidence in your ability to help them achieve their financial goals.

The foundation of building the best team starts with clear and compelling job descriptions, which can be used for recruitment, and development.

Personal and professional development is important no matter what industry you are in. This course will help you create and execute your personal developmental path. 

This course is designed to help advisors create effective prospecting materials that highlight the professional nature of their planning and wealth management process.

Client reviews are important for keeping clients up to date on their progress towards their goals as well to satisfy compliance needs. This course includes the best practices of reviews and step-by-step guidelines for everything from preparation to follow-up. 

This course is designed to prepare you to develop an intentional survey strategy that will ultimately help you to improve your client experience. By the end of the course, you will be able to develop an overall strategy, create an impactful survey, and effectively incorporate the feedback into your business.

This course reviews the best ideas in communicating with your clients in two categories. First, client communications that go to all clients. Second, communications that are segment specific. Additionally, this course addresses the overall communications strategy, so communications that are covered fully in other courses are mentioned but not described.

This course shows you how to establish a high bar for service and communication, create the kind of experience and relationship clients won’t want to be without, and motivate them to share it with others.

This course covers the importance of client education, the types of education you can provide, whether educational events will be part of the plan, and your overall client education strategy.

Creating a comfortable and clean environment for your clients to meet with you is an important part of your overall client experience. This course will offer best practices for basic environmental elements of office setup and décor. 

Excellent client service requires two things: systems that support the service items and team members trained to use the systems. Systems save time and create consistency of service that lets clients know that you have a truly professional firm. Consistency results in trust, and trust results in wallet share and introductions!

This course is designed to help advisors and firms outline a profitable client service model. By the end of the course, you should be able to create and document a segmented service model.

This course will provide you with information on the benefits of offering and conducting virtual meetings with your clients. The focus will be on actual client meetings, not necessarily virtual prospecting, which has some cross-over with the content of this course but has some unique aspects not covered in this course.

This course is designed to help advisors define their ideal clients. By the end of the course, advisors should be able to create an ideal client profile and be able to articulate the types of clients with whom they work best.

As your office grows, so does the amount of work it takes to run the business. At some point, you must recognize that you can no longer be the only one doing everything. You need to decide how to offload much of the daily minutia that consumes your time.

By the end of the course, you will understand the value of creating a world-class client experience (CX), the components of the client experience, and the Carson Coaching tools you can use to build and execute the CX.

This course is designed to provide a framework for business ownership transition that meets the needs and expectations of a transitioning advisor. By the end of the course, advisors will be familiar with critical exit planning considerations and begin to develop their own exit plan.

Fidelity's latest podcast series explores the new thinking on today's shifting wealth management industry. It discusses the "advice value stack," and how firms can use…

This course is designed to provide advisors with practical guidance on the principal techniques used to value advisor businesses, an understanding of the key drivers impacting valuation, and a renewed appreciation for the circumstances in which an updated assessment is important.

This course explains the benefits and pitfalls of working with remote team members, how to hire and onboard remote team members, and most importantly — how to manage and lead remote team members. 

This course is designed to help build relationships and show appreciation to your clients by hosting events. By the end of the course, you should be able to successfully plan and execute top-notch events.

If you or any of your team members are good at making plans, but can’t seem to follow through, you might be suffering from a low IQ. NO, not a low intelligence quotient, but a low IMPLEMENTATION QUOTIENT! If you’d like to get better at implementation and execution, this is the course for you!

The most impactful retirement-focused law in 10+ years, the SECURE Act upended the planning landscape. We’ll help you understand new best practices and how to apply the tools at your disposal.

This course is designed to inspire advisors to adopt an analytical, metric-driven approach to managing the financial aspects of their business. By the end of the course, advisors should be able to identify the key performance indicators (KPIs) they wish to track and develop a plan to collect, review, and act on those metrics with appropriate team members.

This course is designed to help firms learn how to build relationships with and increase the number of referrals received from Centers of Influence. 

This course is designed to help you get your name and your firm name into the public eye through social media more often and in a powerful and attractive way.

This course will help the CEO/Advisor and team members evaluate and integrate new ideas into existing priorities as seamlessly as possible.

This course teaches how to implement an effective performance management system to engage and measure team member performance and manage outcomes for long-term firm results. 

Marketing is crucial to accelerating growth – but you might feel lost when it comes to making it work for you. In this course, we’ll explore six foundational marketing tools to set you up for success.

You have a healthy understanding of foundational marketing concepts. Now it’s time to build on that knowledge. In this course, we’ll dive deeper into six tools that can drive your firm forward.

In this lesson, we’ll explore how advisors can be more productive using the Productivity Scorecard and other tools to keep activity in alignment with the firm’s mission, vision, values and goals.

This course will guide you through MINDSET which was developed by Marques Ogden. The goal is to equip you with tools to help develop a positive mindset.

This course is designed to help you articulate the case for diversity and take concrete action steps toward increasing diversity, equity, and inclusiveness, both at a firm level and at an individual level. 

This course is designed to help firms develop a robust new hire onboarding process. By the end of the course, you should be able to create your firm’s own new hire onboarding process, including supporting documents, checklists, and templates.

This course is designed to help firms build a foundation for growth by designing and maintaining a staffing model that evolves with the firm.

This course introduces the landscape of outsourcing options from individual vendor solutions to strategic partnerships. You’ll learn the process of ensuring a good match to improve your business functionality now and generate incremental value long-term.

One of the best and most enjoyable ways to grow your business is to focus on what you’re passionate about and connect with people who share those interests and hobbies.

By the end of this course, participants will be able to plan and execute successful educational events for clients and prospects that provide client value and build new business.

This course explains the opportunities market volatility presents, provides direction on what to do when volatility hits and guides you through some best practices for preparing for inevitable market volatility.

This course is designed to help advisors and firm managers prepare for and execute a successful hiring process. By the end of the course, users should be able to develop a hiring strategy, implement a recruiting process and be prepared to make an offer to the top candidate for a given opening.

Effective team meetings allow you to make sure everything is planned for, assigned, and completed on time. Complete this course to understand more about the benefits of team meetings, create useful agendas, and learn the best practices of conducting good meetings.

Developing a prospecting plan as a new advisor can feel like a daunting task. The key to success is consistency in your execution. This course is focused on creating a growth strategy to help you intentionally build an ideal client base.

This course teaches how to implement an effective performance management system to engage and measure team member performance and manage outcomes for long-term firm results. 

This course is designed to help advisory firms build a solid foundation for growth by developing and documenting repeatable processes and systems.

This course is designed to help firms design an attractive compensation package for non-advisor team members. By the end of the course, you should be able to set a base salary range, decide on an incentive plan, and explore benefits and perks that will be meaningful to your team.

Engaged team members are individually and collectively more productive, take fewer sick days, and take better care of your clients. This course will guide you through the process of creating a team engagement plan in your firm.

This course is designed to help you understand the importance of team retreats and create a plan to execute your next retreat. By the end of the course, you will have the best practices and resources needed to engage your team in a productive team retreat.

By understanding the psychological factors of behavioral finance, we can better understand why investors often make buy/sell decisions that contradict investment best practices and rational…

This course is designed to help advisors and team members learn the best practices of optimizing our only finite resource — TIME. By the end of the course, you should be able to identify and implement ways to maximize how you and your team use your time.

This course is designed to help advisors hire their first servicing advisor to create capacity. By the end of the course, you should be able to find, hire, and onboard a servicing advisor.