More and more clients are discovering the worldview of their advisor matters. In an increasingly commoditized marketplace, it is helpful to be able to distinguish yourself as something more than a Financial Advisor. Set yourself apart by learning the financial life planning skills that will position you to make a difference in the lives of your clients.
Through this self-paced, online course, you’ll learn the skills to help connect your clients’ financial decisions to their vision, values, and purpose.
Financial Advisors are trained to master The Blueprint for Financial Success™
Through short video tutorials and real-world case studies, you will be equipped to confidently create a compelling financial plan for the next client you engage.
Financial Advisor Trust Training
Whatever your discipline and no matter what environment you practice, if you provide Financial Advice as a Fidciary, or as a BIC Financial Advisor, you won’t want to miss this opportunity to learn the skills to take your business to the next level. Trust Training for…
