"I've been in the industry for 31 years, at two different firms, and this is the best training program I have attended." - Carroll J., Senior Wealth Advisor
This transformational workshop is the New Gold Standard in the financial services industry for generation wealth planning and tools. We introduced this topic more almost a decade ago at a Barrons conference. Since then, no one has duplicated our workshop content, tools or the results our advisors achieve with client families. Advisors who have completed our workshop have significantly changed their businesses by:
Our number one focus is helping financial advisors take the next step to become the Trusted Family Advisor® . . . one whose client is now the entire family.
Our Trusted Family Advisor® Workshop is highly interactive and explores 10 new opportunities for advisors to deepen relationships with the entire client family and build competitive advantage in their communities.
Advisors earn 3.5 continuing education credits from CFP Board and Investments & Wealth Institute® towards the CIMA® and CPWA® certifications.
The Institute for Preparing Heirs (IPH) is a service firm and does not sell any financial products and does not provide any legal, tax or investment advice.