Training and Immersion
Take advantage of our intensive training program to become a successful relationship and wealth manager or build a team of relationship wealth managers. Our proprietary training system affords you the opportunity to truly immerse yourself in this wealth management & financial advising field and deliver on concepts that even senior advisors struggle with.
- Introduction to Wealth management
- The future of Wealth Management
- Investment Knowledge Essentials
- Modern Portfolio Theory
- Historical Investment Perspective by Asset Class
- Successful Client Attraction and Retention: The Value Proposition
- Holistic Smarter Solutions Building
- Current and Future Issues in Finance
- Building Your Rapport
This course is intensive and intended to lay the foundation of a top tier wealth manager. Unlike many seminars or courses it is not simply intensive lecturing. The course features active participation in the form of Role Plays, Problem Solving, and Exercises.