Financial advisor training programs:
Results In Advance Planning®

Our advisor training programs are open to all current or future StockPointDigital investment advisors. Our PASS Core training is a great place to start and is designed for those advisors that have joined StockPointDigital or thinking about joining StockPointDigital and want to learn more about our turnkey asset management platform and our investment philosophy.

Yes, StockPointDigital offers a variety of different sales training programs for our advisors. From improving your close ratio and closing techniques, to how to best run an appointment, we are committed to providing our advisors all the training they might need to be successful.

StockPointDigital offers both in person and virtual training for advisors. Our PASS Advisor training and Inspire National conference are both in person events. Additionally, throughout the year we host a variety of webinars and have resources online valuable to our advisors.

Our Core Advisor Training is a dynamic, multi-level seminar training program designed to walk our advisors through all aspects of how to utilize the entire universe of StockPointDigital investment vehicles, how to handle the first and second appointment and make the close, effective marketing practices, and many other aspects of managing money.

Our Advanced Advisor Training is for all advisors that are focused on growing their practices. It's geared for those seasoned advisors, and focuses on how to scale your practice, practice management, portfolio construction, and some of the more robust investment options and strategies.

Inspire is open to all StockPointDigital advisors. Inspire is held annually and is a great forum for education, networking, and inspiration with a focus on new strategies and techniques to grow your practice and increase your book of business.

Since we cover many of the facets of running a practice, including practice management and several marketing best practices, attendance for office staff is encouraged at most of our events.

Results In Advance Planning® is a results driven training program available to all StockPointDigital Advisors that educates them on everything from best practices in marketing to how to position planning to conducting the 1st and 2nd client meetings to even more advanced planning techniques for High Net Worth (HNW) clients, and more.