Foundational Training

Orientation Sessions

These sessions serve as an orientation to the culture of AdvisorPlus Network and includes our fundamental philosophies and systems.

Orientation #1 provides an overview of successful techniques developed over time in the network for advisors who wish to work with CPAs. This session covers new mindsets and paradigms on how wealth management oversight can be more successfully integrated in the accounting industry. An hour-long conference session plus 30 minutes of Q&A.

Orientation #2 provides a deeper look into what most CPAs are looking for in terms of core services from financial advisors. An hour-long conference session plus 30 minutes of Q&A.