Wealth Advisor Training Masterclass
Elevate your team’s expertise and impact while growing the practice.
Experience this immersive 3-part training series to enhance your knowledge and sharpen your skills.
What the program includes:
1. The Art of Being a Guide to Business Owners and HNW Families
2. Charitable Planning Opportunities for Financial Advisors and their Clients
2. Charitable Planning Opportunities for Financial Advisors and their Clients
This training module empowers wealth advisors to become trusted guides for business owners and high-net-worth families amid the largest wealth transfer in history. It explores the mindset of entrepreneurs and real estate investors, teaching advisors to build trust through strategic storytelling and emotionally intelligent engagement. Pr
This training module empowers wealth advisors to become trusted guides for business owners and high-net-worth families amid the largest wealth transfer in history. It explores the mindset of entrepreneurs and real estate investors, teaching advisors to build trust through strategic storytelling and emotionally intelligent engagement. Practical content covers how businesses are sold and a few tax-advantaged strategies that enable advisors to craft holistic, values-driven strategies for legacy and liquidity.
2. Charitable Planning Opportunities for Financial Advisors and their Clients
2. Charitable Planning Opportunities for Financial Advisors and their Clients
2. Charitable Planning Opportunities for Financial Advisors and their Clients
This module illustrates how charitable planning not only strengthens advisor-client relationships but also positions advisors as values-driven leaders in their field. By leveraging tools that foster legacy, impact, and intergenerational connection, advisors unlock powerful avenues for referrals and next-gen engagement. It also offers acti
This module illustrates how charitable planning not only strengthens advisor-client relationships but also positions advisors as values-driven leaders in their field. By leveraging tools that foster legacy, impact, and intergenerational connection, advisors unlock powerful avenues for referrals and next-gen engagement. It also offers actionable strategies for optimizing Qualified Retirement Assets through IRA Stretch Trusts, QCDs, and Roth conversions, empowering clients to transfer wealth efficiently while instilling enduring values through thoughtful, purpose-driven wealth transfer.
3. Wealth Transfer Psychology and Strategies
2. Charitable Planning Opportunities for Financial Advisors and their Clients
3. Wealth Transfer Psychology and Strategies
This module delves into the psychology and strategy behind effective wealth transfer, empowering advisors to guide clients through critical decisions: whether assets will transfer to heirs, the IRS, or charitable causes. It covers current estate tax updates, explores family governance structures, and presents a spectrum of sophisticated t
This module delves into the psychology and strategy behind effective wealth transfer, empowering advisors to guide clients through critical decisions: whether assets will transfer to heirs, the IRS, or charitable causes. It covers current estate tax updates, explores family governance structures, and presents a spectrum of sophisticated transfer techniques. With a focus on wealth transfer pathways and enhanced planning via OBBBA, advisors gain actionable insights to help families preserve wealth, minimize tax impact, and amplify legacy.
In Summary
The Wealth Advisor Training Masterclass offers a dynamic, three-part experience designed to expand advisor expertise and deepen client relationships.
Led by nationally recognized speaker and educator Tiffany House, this immersive program empowers advisors to confidently navigate complex planning strategies for business owners, high-net-worth families, and multigenerational clients. Participants gain targeted, actionable guidance in tax-efficient business exits, charitable planning, and strategic wealth transfer, equipping them to deliver greater value across client life stages and legacy goals.
To support ongoing application, the program includes curated Tools Matrices: quick-reference guides that align planning opportunities with real-world scenarios and client needs. Through practical insights, collaborative dialogue, and values-driven learning, this masterclass strengthens technical fluency and accelerates growth, helping advisors elevate their impact and expand their practice with clarity and confidence.
