MINDSET with Marques Ogden

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…

Implementation Quotient

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…

Creating a Personal Development Plan

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. …

Time Management

This course is designed to help advisors and team members learn the best practices of optimizing our only finite resource — TIME. By the end…

Maximizing Advisor Productivity

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…

Blueprinting

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…