Moving your firm forward means making sure your staff is constantly advancing. That’s why we’re there with the support and award-winning* financial advisor training that ensures your advisors deliver an entirely dynamic experience to clients.
Attend an interactive, multi-day FinLife® training session hosted featuring seminar-based instruction, interactive exercises, and live role-playing.
Supplement your training with virtual, executive coaching and feedback. We offer firm strategy discussions and real-time coaching on advisor and client meetings.
Our dedicated guidance specialists support your advisors in uncovering opportunities and strategies as well as helping to support financial planning
research, analysis, and recommendations.
Awards are not indicative of investment performance.
*United Capital won the 2018 Lenny Award for Best Partner Training Program, as well as gold for best micro-learning in the Training Magazine 2017 eLearning Design Challenge.