three levels of training. one common objective.
Associate, Specialist, or Master
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.
We believe that achieving desired results requires a shift in perspective. Instead of solely fixating on the end goal, we understand the importance of focusing on the habits and behaviors that lead to those results. It's time to shift your perspective and embrace the transformative power of habit-focused results. Start your journey with us today and unlock your true potential.
Discover a new level of training and success! Tailored to your unique needs, our range of training options will empower you to become your client's Trusted Professional.
Investing in our training means investing in your own expertise and business growth. Our comprehensive approach equips you with the skills, knowledge, and confidence to stand out as a Trusted Professional in your industry. You'll gain a competitive edge, foster lasting client relationships, and position yourself for ongoing success.
Don't miss out on this opportunity to elevate your skills, differentiate yourself from the competition, and unlock greater financial rewards. Join us on this transformative journey and experience the tangible benefits our training brings to your business.
Discover the perfect training for you and embark on the path to becoming the Trusted Professional your clients rely on. Your investment today will yield dividends for years to come.
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.
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
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
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?
Would you like your clients to entrust more of their assets to you and give you more introductions?
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?
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?
Would you like to continue managing client assets and relationships even after the client passes away?
