Annual Goal Setting

The adage: “If you fail to plan you plan to fail,” might not be entirely accurate but failing to plan almost certainly limits success. This…

Prosper Through Market Volatility

Market volatility is both predictable and unpredictable — it’s going to happen again (and again) — we just don’t know when or how extreme it…

Exit Planning

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…

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 the end of…

Team Retreats

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…

Firm Valuation

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…

Continuity Planning

There are few things as under planned for, yet so critical as business continuity planning. This course reviews the importance of continuity planning, provides detail…

Outsourcing and Strategic Partnerships

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…

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, communication, and…