three levels of training. one common objective.

Associate, Specialist, or Master

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Transformation doesn’t come from doing things bigger, better, or faster. Transformation comes from starting in a different place.

-Doug Carter

We have a level of training that is right for you and your business. Whichever level you choose, you will be on the path to becoming your client’s Trusted Professional. From Day 1 of our training, you will become equipped with practical tools that you can put to use the next day. And, after nearly two decades of training professionals just like you, we can say with assurance that this training can pay for itself many times over with just one client.

ASSOCIATE

Better Listening, Better Questions, Better Relationships

Our Associate level begins with the online training, Better Listening, Better Questions, Better Relationships. This training provides clear, practical, proven, hands-on instruction in the key skills required to deepen and solidify your client relationships.

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Continuing education is a part of the professional world. Spend your energy learning and mastering new skills, expanding your abilities, and reaching your clients, colleagues, and teammates on an entirely new plane.

The reality is that you have probably been spending your continuing education energy and dollars on the same materials, over and over. How much better can you learn it? What else is there? With a limited amount of time to check everything off of your To-Do List, you want to serve your client in the best possible way. But if you are simply doing business as usual, are you really giving your clients your best?

Are you a professional who wants to build better and deeper relationships with your existing clients and take your practice to a higher level? Join our live, on-line transformative training, Better Listening, Better Questions, Better Relationships!

Impact your business with new knowledge, techniques, and skills.

You will have immediately implementable, tangible skills that will transform your relationships with clients (and colleagues)!

SPECIALIST

Alignment Milestone Training: Family, Business, Organization

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The trained Specialist is someone who has completed Better Listening, Better Questions, Better Relationships, and the Alignment Milestones Training. This professional is well on the road to becoming the client’s Trusted Professional.

Families are diverse, which makes reaching and connecting with the tiny corners of their value system challenging. Our Alignment Milestone Training positions you to pull the family together, drill down to their core values, and create a living plan that matches their desired outcome across generations, interests, and value systems.

Many families don’t know how to have meaningful conversations about their shared future, conversations built upon their history, family values, and beliefs. The inability to have these significant conversations has left them frustrated, and convinced that their family cannot agree on anything. Reaching them, walking alongside them, and creating a safe environment for them will help to position YOU as their trusted professional.

Clients want to introduce you to their children. The client trusts you and believes their children should, too. Building trusting relationships with the next generation before their parents pass will ensure a long and lasting relationship. Spending a few hours in training will truly differentiate your business from other professionals in your industry.

During this training, you will learn how to facilitate the Alignment Milestone, including

  • Creating alignment within the group,

  • Identifying the group’s purpose,

  • Identifying the leadership styles and communication styles within the group,

  • Creating a common vision, and

  • Identifying priorities and next steps.

As a group, you will dissect the process, discuss creating and integrating the business model into your practice, and evaluate how to price the service for your practice. This academy includes a One-year Heritage Institute Membership and Alignment Milestone™ License with materials discount.

As soon as you get back to work, you will have a product to offer your clients.

While Alignment Milestones was created for use with families, it is easily adaptable to businesses, philanthropies, and other organizations. The optional Day 3 focuses on adaptation for use with a business, philanthropy, groups, and organizations. Just one more way you can customize the use of this training!

MASTER

Heritage Design Professional® Certification Coaching Program

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Become an industry leader
Be who others look to for inspiration, growth, and change

Becoming your client family’s Trusted Professional positions you to uniquely help the family guide the younger generations and develop relationships you did not think were possible. With this in-depth training, you will experience all The Heritage Institute has to offer. In addition to all of the training mentioned above, you will have access to a worldwide community of like-minded advisors who generously share their experience and wisdom, a regular schedule of lively, productive coaching calls, mentor relationships, hands-on practice, and a deep resource library, including materials that can be branded for your business.

Build deeper client relationships & increase business, receive more quality
introductions, increase client retention & develoP new sustainable streams of revenue.

To learn more about our Master-level training, please contact us below to schedule a call.

 

Is any level of Heritage Design Training a fit for you and your business?

 
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  1. Would you like your clients to entrust more of their assets to you and give you more introductions?

  2. Would you like your clients to be loyal - even when there is a "correction" in the market or someone else comes along with a new product, strategy, or flashier brochure?

  3. Would you like to receive introductions during the tough times because your clients are happy and loyal, and their friends are looking for new advisors?

  4. Would you like to continue managing client assets and relationships even after the client passes away?

If you answered YES to any of the questions above,
let’s have a conversation to determine how we can best help you!