High Impact Workshops For Financial Services Pros.
Totally Unique. Always Fresh. Immediately Credible.

In addition to our Self-driven and Consulting options, we offer training workshops for as few as two and as many as three hundred people.

We've presented these highly effective interactive coaching programs across the country and internationally -- including investment industry forums.

Our approach to training is unlike any other because our focus on financial services firms gives us a real world understanding of your issues and, consequently, immediate credibility with participants. (They sit up, take notice and learn because they know we’re the real deal!)

The backbone of our content has been developed over decades of experience working with financial organizations ...yet each workshop is carefully customized to your particular needs.

We combine our specialized industry insider understanding with practical knowledge of adult preferences and learning styles to create our unique programs. We offer a fresh perspective that continually incorporates client feedback and the latest research, and to deliver the best and most relevant product to your firm.

For people needing new knowledge, new capabilities, refinement of existing skills, a packaged approach or short-term fix to specific problems, we’re an excellent solution.

Workshop pricing is based on time blocks of two hours, a half-day, or a full day. Each engagement is set for a designated number of participants, and each additional participant is added on a per person basis.

To get started, give us a call at 1-888-580-9473 or e-mail
info@advisorstrustedadvisor.com to discuss how our training can address your unique needs.