Heritage Member
Joining as a Heritage Member introduces you to our community of experienced and like-minded professionals. You can reach out with a question on our private message platform, Knowledge Vault, which is also our online library with tons of resources that will help you to enhance your practice. You will also receive periodic updates about what’s going on in the field and at The Heritage Institute, along with invitations to our Expand Your Practice and What’s Working sessions. At this level, there are tuition discounts on training events and the annual conference.
For $30 per month ($360/year), as a Heritage Member you will receive:
Access to Knowledge Vault
Access to our Community of Like-Minded Professionals
Team Board Communications
White Papers and Articles
Videos
Other Resources to Help You Enhance Your Practice
Invitations to Expand Your Practice & What’s Working Sessions
Tuition discount for training and Annual Conference & Awards Dinner
Certified Heritage Design Professional
To become a Certified Member means working through completion of the Heritage Design Professional® Certification Coaching Program. During your training and certification process, you will experience everything we have already mentioned AND SO MUCH MORE.
You will receive personal coaching and mentoring every step of the way. This level is where you receive the training to provide all the steps of The Heritage Process – Guided Discovery Process, Initial and Ongoing Heritage Milestones, Family University, etc… We intentionally keep our coaching groups between 9-15, so you receive the personal attention and receive direct feedback to quickly hone your skills. Our Master Heritage Design Professionals are individuals who are not only willing to work through cases with you but yearning to do so! This community of professionally freely shares ideas, insights, suggestions, solutions, case studies, struggles, and successes. During your training, you will practice the techniques, work directly with families and experience the thrill of a family transformed by your interactions. Of course, this transformation is directly tied to increase revenue for your firm.
As a Certified Member:
All of the benefits listed above, PLUS
Full license of materials in the unmatched intellectual property library
Becoming a fully trained, equipped and certified Heritage Design Professional®
Certification Program includes training, coaching and mentoring for all steps of The Heritage Process:
Guided Discovery Process, including writing Heritage Statements
Initial and Ongoing Heritage Milestones, which is the key to successful multigenerational families
Family Coaching and Mentoring
Recommended Reading and group discussion
Stratton Interpersonal Leadership Styles
Individual Coaching/Mentoring
Materials and Training discounts