Professional Advisor Programs

Educational Advisor Programs are 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.

Standard and Complimentary – Weekly and Monthly Education

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.

Exit Planning Institute Chapter Meetings

Powered by SCI, the San Diego and Orange County chapters meet monthly for networking and education around exit and transition planning topics.

Targeted Growth and Collaborative Engagement

Certified Founders Group Associate (CFGA)

CFGA is a 3.5 day licensing course that was created for advisors in our circle who want to retain the quarterback role, continue to get compensated for their core discipline, help their clients who need exit planning, and partner with The Founders Group to do the value acceleration work.

Behind the Conversation (BTC)

BTC is two-days of deep self-reflection that results in increased awareness of you and your client’s behaviors to get engaged, compensated, and valued for the work you love the most.

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.

One and Two-Day Conferences

California Forums

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

The Gathering

The Gathering is a two-day annual event in February for all advisors in Estate, Business, and Wealth Strategies Planning that is designed to engage all participants in a conversation where audience interaction is as critical as what is communicated from presenters who are experts in their field.