Additional Training

Core Advisor Training

Core Advisor Certification is for advisors who wish to build a large multi-state practice. The main focus of this training is how to develop other advisors in a collaborative culture where everyone can benefit. Comprehensive training in building RIAs/IARs. 

Prerequisites: Advisor Preliminary Training and Advanced Skills Certification. Optional: Lead Advisor Training

Day One
  • The New RIA Opportunity
  • How Big? Building a Billion Dollar RIA
  • Developing Outside RIAs
  • Ultra-leveraging
Day Two
  • Developing Agility
  • How to Deal with Interruptions
  • Adaptive Leadership Skills vs. Styles
  • Advanced Problem Solving
  • Avoiding Burnout
Day Three
  • Advanced Portfolio Management Techniques
  • Advanced Leadership Techniques
  • Developing a Lifestyle Lifetime Practice