Schedule of Upcoming Events

Academy 1

Academy 1 delivers intense, skills-based training designed to help you “Master the Financial Road Map®,” which represents the foundational tool for applying the Values-Based Financial Planning and High-Trust Leadership philosophies. This is the basis upon which you create an experience for your Clients (or the Financial Professionals who report to you) that will serve as a foundation for the high-trust relationship you seek to establish with them. Academy 1 will help you continually refresh and refine the skills you need to develop and maintain a proficiency in this critical element of our philosophy.

Dates & Times:

  • Wednesday-Monday April 9-14, 2014
  • Wednesday-Monday October 15-20, 2014

Academy 2

Academy 2 delivers intense, skills-based training designed to help you “Master the Referral Process.” Traditional marketing techniques are expensive and inefficient.  More importantly, they demand your time … time which could be better spent serving your Clients’ best interests.  It is extremely important to structure your practice in a way that allows you to concentrate your efforts on maximizing the quality of the services you deliver. Allowing your Clients to become involved in the development of your practice, because it is in their best interests, is the most efficient and effective way to accomplish that.

The principles of Values-Based Financial Planning dictate that a Financial Professional work toward creating a “Community” comprised of a finite number of Ideal Clients. The sooner that goal is accomplished, the sooner you will have achieved the nirvana of “Complete Client Focus.” Academy 2 delivers an environment that allows you to continually refresh and refine the skills you need to develop and maintain a proficiency in this critical element of our philosophy.

Dates & Times

  • Wednesday-Monday January 8-13, 2014
  • Wednesday-Monday July 16-21, 2014
Contact us today for more information about any of our events.