Advisor Education Programs

Educational programs where attendees receive and contribute by embracing a “we-driven” mindset. In collaboration with best-in-class professionals, and industry specific resources, we drive towards better outcomes for the families we serve.

Thursday Insights

“Small, informal, and diverse groups of individual advisors come together each week to learn from one another, build collegial relationships, and create collaborative opportunities.”

California Forums

“1 or 2 day annual symposiums concentrating on financial, business, estate, and wealth planning topics and strategies.”

Practice Developer Programs

“PDPs are six-month institutional certification programs designed to help advisors find, understand, and communicate revenue opportunities that help clients and customers in today’s market.”

Wealth Advisor Partnering Programs

Refine Your Practice – Clarity in Message, Benefit & Process Marketing and Partnering
Grow Your Practice – Attract New Clients, Engage Current Clients, Re-approach Prospects, and Increase Cross Referrals.

Laureate Center for Wealth Advisors

The Laureate Center for Wealth Advisors has helped hundreds of attorneys, financial advisors, accountants, bankers, and insurance professionals take their practices to the next level. We will help you increase your ability to attract and engage higher net worth clients and their advisors through our three pillars of: Counseling, Advanced Case Management, and Case Studies.