Clients Forever is the introduction to The Heritage Process, and to the options available for Heritage training, collaboration, or certification for those who choose to pursue the Certified Wealth Consultant designation. You will discover why this ‘3rd element of planning’ is the best model for ensuring multi-generational planning success. You will also see how this process fits with the other elements of planning to foster long-term family unity, prosperity, individual accomplishment and charitable involvement. This 2 day course is very interactive, and is packed with information that you can put to use in your business immediately. Go here for details, dates and registration information.
These in-depth, highly interactive courses cover each of the six steps of The Heritage Process, and are for certification track members. Attendees learn and practice the skills necessary to present the process concept to clients, how to provide the heritage planning experience itself, how to collaborate with other advisors and facilitate successful team interaction, and how to integrate the nuts and bolts of the process into their lives and their businesses. Go here for details, dates and registration information.
Heritage Institute courses provide concrete strategies, techniques and tools that you can put to work in your own business immediately. Our courses are based upon original research and real-world application, and they have been refined and proven through interactions with clients, advisors, non-profits and institutions across two decades.
Our instructors have extensive experience in the private and /or non-profit sectors, and are national leaders in their fields. Past course attendees tell us that the course material and concepts were unlike any they had ever seen, and that their opportunities for meaningful participation were the best they have ever experienced.
To learn how you can experience new levels of opportunity, challenge and reward, we invite you to attend Clients Forever, and the other outstanding courses that we offer.
Advanced Practice Academies
At MAX you will learn how to identify and focus on what is most important to you, and live a fulfilled life - on purpose. In part, this is about learning how to show up differently with clients, how to build more meaningful client relationships, and how to track your activities so you spend more time doing the right things with the right people. It is also about executing change intentionally while building true strategic relationships, and about managing conflict effectively. This course will set you on the path to making the difference you have always wanted to make in the lives of your clients, and to achieving greater personal and professional significance, and more peace of mind. Go here for details, dates and registration information.
MAXimizing Your Potential
About Our Courses
The Heritage Institute, LLC
7724 SE Aspen Summit Drive, Suite 202, Portland, OR 97266 - (503) 771-2257
© 2009 Heritage Intellectual Resources, LLC. All Rights Reserved.
Introduction to The Heritage Process TM