We understand your life as an advisor can be challenging and hectic. You may feel a lot of responsibility and pressure. Not to mention, there never seems to be enough time. We get it. That’s why we meet you exactly where you are.
Our programs and resources are delivered in a variety of formats. In-person and virtual. Individual and group. No matter the approach, the goal is the same: to help you improve your planning process and remain on the cutting edge of the industry.
Meeting you where you are
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Education
Learn how to implement Relational Value into your planning.
Understand the generational themes & systemic shifts the financial services industry is experiencing.
Strengthen your prospect & client journey with deeper dialogue and relational planning tools and resources.
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Consulting
You and your firm have specific needs and goals. Using our extensive network of advisors and thought leaders, we create a customized program to best serve you.
This includes training workshops, transformational retreats, virtual programs and more. Also, our team provides keynotes at industry events.
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Community
Advisor Study Labs provide insights and solutions to business challenges from peers and industry experts.
Purposefully small in the size, these intimate environments allow for authentic discussion and practical application.
Through these virtual groups, advisors find powerful impact, gain clarity and achieve goals.
The Relational Advisor Academy
Coming Soon
