Working with Advisors
Working With Advisors aims to provide participants with a solid understanding of working effectively within the advisor ecosystem. It covers crucial topics such as identifying the various types of advisors that can be part of one's network, as well as guidelines on hiring, compensating, onboarding, managing advisor performance, and handling transitions. Participants will also explore strategies for navigating changes in desired services and learn about considerations when negotiating contracts and fees with advisors. The course includes an applied learning case study, emphasizing the mobilization of an advisor team in a crisis scenario.
This 100% online course allows individuals and families to get started right away and work at their own pace.
This comprehensive course includes:
- Interactive course content
- Additional readings from industry experts
- Curated book chapter from Don’t Leave a Mess by Sandy Pollack
- Optional text narration
- One applied learning homework assignments
- One podcast video
Program Outline
Working with Advisors
Working with Advisors lays the groundwork for beneficiaries to have positive working relationships with advisors. The content reviews communication, hiring, compensation, and onboarding as well as transitioning to a new advisor or terminating an advisor relationship. The course ties relevant concepts into an animated case study that demonstrates the importance of working with advisors proactively.
Pricing
$400
Individual: 1 User
- Go At Your Own Pace
- Total Privacy
- Content Updated Regularly
- Unlimited Access for 1 Year
Group Pricing Available
- Perfect for Family Offices, Families, Siblings, Cousins or Peers
- Pace with Group or Individually
- Total Privacy
- Additional Features
- Track Progress of Group
- Share Notes, Questions, & Thoughts
- Document Storage
- Contact Us for payment options
- Access your courses anytime, anywhere, with a computer, tablet or smartphone
- Videos, quizzes and interactive content designed for a proven learning experience
- Unlimited access. Take your courses at your time and pace
- This program is designed to take 1 week with approximately 3 hours of study.
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