ADVISOR SERVICES 2019-07-31T18:45:46+00:00


Every financial decision a client makes has an emotional component.

Trainings for Advisors

Learn more about how we can build your retention of current clients and bridge your relationships with their beneficiaries.

Every financial decision a client makes has an emotional component. If their emotions are not addressed then you may be challenged by documents going unsigned and important decision being avoided. We work collaboratively with advisors, to help your clients overcome the obstacles that may be standing in the way of their desired outcomes.

Through our Advisor Development services one can improve their relationships with existing and new clients, more effectively becoming a trusted resource;  increasing efficacy in handling complex family dynamics and emotionally charged issues that arise.

Broad Spectrum

A Unique Mastermind for Women Advisors

Ladies, it is time to value yourselves fully for the unique skills and talents you bring to your work as an advisor!  YOU are innately qualified to be exceptional as an advisor in ways that may surprise you.

If you are ready to broaden your practice and maximize your strengths, all while decreasing your stress, this mastermind is for you.

Join us if you want to have a blast expanding your business from your values and using what comes most naturally to you.

Click here to learn more and to apply to join our next mastermind.

Money and Mindfulness Intensive

Where Quantitative meets Qualitative for Maximized Results

You are well versed in what structures and documentation and planning need to be in place to maximize financial opportunities, equalize out estates, and mitigate taxes.

Unfortunately, what you’ve also experienced far too often is how families can be ripped apart when a parent dies and beneficiaries have not been adequately prepared for the roles they find themselves in. The heartbreaking statistic is that 70% of wealth transfers fail. By learning more about how to assist families in transitioning their intangible assets you can do much to avert destruction and help to maintain family harmony across generations.

Click here to learn more about how you can assist your clients in beating those odds by registering for our next intensive.


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