The Edge
Integrated Strategies Playbook
What's New
Honing advanced technical skills and strategies that give you the edge in acquiring and working with the affluent client. Learn exactly where the edge is; why many people jump over; and understand how to keep you and your clients protected. Our training focuses on the many tried and true integrated strategies that, when properly structured, will achieve our clients' varied objectives for themselves, their loved ones and their philanthropic causes.
The Protocols
Memos - How to...
Practice Labs
An environment created to share successes and failures, to brainstorm new strategies and solutions, and to learn from one another. As interdisciplinary teams, we work collaboratively on hypothetical and actual past cases. Brainstorm current opportunities and cases from Laureate members' practices, facilitated in an environment free from any failure, ridicule or embarrassment.
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The Business
Practice Management & Process
Forms & Letters
How to attract and work with your perfect clients and their advisors ⬠with appropriate compensation! Learn the systems and procedures the Institutes' Members and Laureates have implemented to make their practices and lives more enjoyable and profitable. Although there is no one perfect way to run a practice, we share actual successful business concepts for participants to implement or adapt to enhance their practices.
The Safe Place
Case Studies
Insights
Learn the processes of working in an interdisciplinary fashion, developing a client's enlightened dreams, designing the plan, maintaining the plan on an intergenerational basis, and having a fun and profitable experience along the way. Gain quiet confidence, the ability to "let it happen," and the strength to get out of your own way. Create a deeper bond with the clients you seek to attract, understand and help.
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