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LICENSING

All of our programs and materials can be licensed or customized to meet your unique needs.   Whether you are looking for online training for individuals, train-the-trainer, or custom content, let us work with you to develop a solution that helps you achieve your goals.  See our programs below for details. For more information about how our products and services can be adapted to your organization’s individual needs, click here...

Financial Life Planning Online (FLP Online)

FLP Online is an interactive web-based financial life planning program full of planning tools and resources to help you understand and apply financial life planning into your business.

Unlike other financial planning programs, FLP Online is an interactive tool that allows advisors to present a holistic approach to their clients by focusing on their life goals and transitions. By understanding a client’s history, transitions, principles, and goals advisors will be in a position to truly serve their clients by understanding where those clients are, and where they want to go in life. Advisors using this program will learn how to move from simply being a financial advisor to a financial life planner, resulting in a more rewarding and profitable practice.

NewRetirementality.com

New in 2007, and based on the groundbreaking book, The New Retirementality, newretirementality.com is an online tool that can help your clients envision how the next phase of their lives will play out. During the decade, it’s become clear that times are changing. The vision of a retirement spent sipping martinis and playing golf can be more of a dead end than a dream. For many of your clients, retirement may span 30 years or longer and will not be viewed as an isolated economic event, but rather part of ongoing life planning. A customized version of newretirementality.com can help you help your clients plan a more fulfilling return on life. Users complete a simple profile, consisting of four exercises that focus on the components of a successful new retirementality: Visioning, Finding Balance, Collecting a Playcheck and S-Aging (or successfully aging). The completed profile can then be used as a foundation on which to engage your clients in a conversation about planning for a better return on life.

Me to We: Achieving a Team Dynamic with Colleagues and Clients

The T.E.A.M. Dynamics approach teaches personality-based communication skills, emphasizing the chemistry, or dynamic, that is created when your personality interacts with that of a coworker or client. The T.E.A.M. Dynamics philosophy is designed to help you move from a “me-centered” to a “we-centered” approach in dealing with colleagues and clients. An awareness of our own personality’s impact and a greater concern for the comfort level of others is the basis for success in communication.

The Business Practice Check-Up

The Business Practice Checkup™ is a program that begins with the end in mind: building a prime practice and operating at the peak of your game. The program includes an assessment that asks more than 100 questions designed to help advisors identify areas of proficiency and improvement. Once the assessment is complete, advisors will have a snapshot of where they are in their business, and where they should be, along with corresponding action items.

The Checkup was developed to provide financial advisors with a gauge to measure the overall health of their practice and to identify growth opportunities. This tool takes a holistic approach to this process, recognizing core best practices, yet understanding that each person has a unique business mission.