Enhance the success of your financial practice through effective training.
Elevate your financial practice through our training programs. Our expert trainers provide practical insights in business strategy, financial planning processes, profitable lines of business, and marketing strategies to help you increase your success. Choose from in-person or online sessions that fit your schedule. Start building a more successful business and stronger relationships with your clients to take your practice to new heights with our flexible and comprehensive training.
Actionable Training
Elevate your financial practice through our process driven training programs.
Marketing Processes
Learn from our collective of independent financial advisor experts marketing that works for today!
Premium Material
Refined through experience, proven through success: Our processes and training elevate independent financial advisor offices to new heights.
Our Most Popular Courses
The Bucket Plan is a holistic planning process developed and refined over the last 12 years. We have a committee of actively practicing Financial Advisors with over 200 years experience review and update the training process quarterly to make tweaks and improvements making it by far the best in the industry. The Bucket Plan is offered in eLearning and live training from the introductory, to 1.0 and 2.0. It has also been turned into the best selling financial services book for the public.
Advisor Career Path
Advisor Compensation
Plan Design Training
Right Fit Client Calls
The Bucket Plan® 1.0 Introductory Training Course
The Bucket Plan® 2.0 Holistic Planning Process OVERVIEW
The Tax Management Journey – INTRODUCTORY Training
Be in Demand with Our Professional Training
We're here to empower you to achieve your goals by providing support through all phases of running a financial planning office. Let's work together to make your dreams a reality.
Financial advisors who run their own independent practices require a diverse set of skills to be effective and profitable. Our mastermind group creates training in proven marketing process, practice management, holistic financial planning processes and unique tax strategies to win more business.
Courses designed to hone your skills and reach new heights for your business. Our expert instructors are dedicated to helping you succeed. So, what are you waiting for? Take a look around, find a course that interests you, and start learning today. We believe in your potential, and we’re here to help you unlock it.
Together, our founders, partners, and members collaborate and share their expertise to establish the most effective methods for managing an advisory business.