Program topics include: Business planning, client acquisition, and conducting meetings – all focused on helping next gen financial advisors to use financial planning tools, deepen relationships with existing clients, acquire new households, bring in assets and increase productivity.

The program includes digital training as pre-work to create awareness and generate buy in, virtual instructor led training that focuses on skill development practice, then follow up coaching and sustainment e-coaching to reinforce key learnings. Each participant receives a best practices playbook