Resources & Support
Accelerate Growth with Personalized Learning & Peer Insights
We’re committed to helping you and your team stay ahead—through tailored opportunities to learn from peers, sharpen your skills, and build a high-performing practice.
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Stay Client-Ready: Access in-the-moment guidance within PracticeTech® tools to complete tasks efficiently and stay current.
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Learn at Your Pace: Dive into award-winning content—from quick modules to in-depth skill-building pathways.
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Engage & Connect: Join live or on-demand sessions led by market and product experts. Participate in forums to tap into shared expertise.
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Grow Your Practice: Take part in personalized programs combining self-paced learning, live training, peer sharing, and expert coaching.
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Lead Like a CEO: Elite advisors may qualify for peer-led groups focused on strategic leadership and practice growth.
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Franchise Consultant Program1: Get customized coaching from experienced franchisees on leadership and growth strategies.
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Professional Development Events: Attend virtual and in-person workshops to boost client acquisition, increase GDC, and elevate your practice.
"Being able to work with the business development team is a huge benefit. They encourage advisors to dedicate six months to a specific strategy- and hold them accountable to drive results."
Bennett Whitlock, CRPC™
Private Wealth Advisor
Lake Ridge, VA