Annual Goal Setting
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 t…
Course Category: Business Management
Prosper Through Market Volatility
This course explains the opportunities market volatility presents, provides direction on what to do when volatility hits and guides you through som…
Exit Planning
This course is designed to provide a framework for business ownership transition that meets the needs and expectations of a transitioning advisor. …
KPI Management
This course is designed to inspire advisors to adopt an analytical, metric-driven approach to managing the financial aspects of their business. By …
Missed Opportunity: Diversity, Equity, and Inclusion (DEI) in the Financial Services Industry
This course is designed to help you articulate the case for diversity and take concrete action steps toward increasing diversity, equity, and inclu…
Team Retreats
This course is designed to help you understand the importance of team retreats and create a plan to execute your next…
Firm Valuation
This course is designed to provide advisors with practical guidance on the principal techniques used to value advisor businesses, an understanding …
Continuity Planning
This course reviews the importance of continuity planning, provides detail on both operational and key-person continuity planning, and reviews how …
Outsourcing and Strategic Partnerships
This course introduces the landscape of outsourcing options from individual vendor solutions to strategic partnerships. You’ll learn the process …
Client Segmentation
This course provides tools to make client segmentation simple. With the information you gain, you can then create a plan for client service, commun…