(Last updated 3-24-14)

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2014 Training & Academy Schedule

Learn about our Advanced Academies here

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April 7-8

Portland, OR

1st CWCC / Heritage Design Quarterly Coaching program-Session #2

(Open to Coaching program enrollees only)


May 21-22

Toronto, Canada

Counseling the Affluent 

Taking Your Practice to the Next Level

2 days

This Academy is Open to all


You will learn what clients tell us they expect from their advisors, learn how to ask the right questions, practice with the class and return to your office with confidence you can apply what you learned to meet the clients expectations….without disrupting your existing practice!


Register Here


August 4-6

Portland, OR

Counseling the Affluent 

Taking Your Practice to the Next Level

2.5 days

This Academy is Open to all


You will learn what clients tell us they expect from their advisors, learn how to ask the right questions, practice with the class and return to your office with confidence you can apply what you learned to meet the clients expectations….without disrupting your existing practice!


August 4-6

Portland, OR

1st CWCC / Heritage Design Quarterly Coaching program-Session #3

(Open to Coaching program enrollees only)


August 13-14

Dallas, TX

2nd Heritage Design Quarterly Coaching program begins-Enroll Now!

Contact Lori Coonen, Brian Bell, or Rod Zeeb for more information



September 15-16                                                                                         

Location TBD

Guided Discovery

2 days

This Academy is Open to all


How to listen better and ask compelling questions to engage and retain “A”clients.


September 15-17

Location TBD

GenUs Imagined                     

2.5 days (ends at 11:30 AM Wednesday)                                                                                   

This Academy is Open to all


Learn how to facilitate a process through which the client imagines and describes where they want to be in the future, where they are today, and, what gap(s) exist between their ideal today and ideal tomorrow.


September 17-19

Location TBD

Becoming the Indispensable Advisor

2.5 days (Begins at 1:15PM Wednesday)

This Academy is Open to all


We have been asking clients what they really want from their advisors.  Simply stated, your clients want ONE advisor who can help them imagine and describe their big picture desired outcomes, and then facilitate the team they need to achieve those outcomes. During this academy, you will learn how to profitably facilitate your client’s team and become your client’s indispensable advisor by using the GenUs Engineered process.


September 17-19

Location TBD

Counseling the Affluent 

Taking Your Practice to the Next Level

2.5 days (ends at 11:30 AM Friday)

This Academy is Open to all


You will learn what clients tell us they expect from their advisors, learn how to ask the right questions, practice with the class and return to your office with confidence you can apply what you learned to meet the clients expectations….without disrupting your existing practice!


November 3-4

Portland, OR

1st CWCC / Heritage Design Quarterly Coaching program-Session #4

(Open to Coaching program enrollees only)


November 12-13

Dallas, TX

2nd Heritage Design Quarterly Coaching program- Session #2


2015 Save the Date!

AnnualMeeting Week

January 26-30, 2015


Location (somewhere warm) TBD

Complete

5-Day

GenUs

Design

Academy

Click flag for flyer about this

Academy

Click image to learn about the new Heritage Design Professional TM designation

Learn about our

‘Moving Upmarket’

CoachingProgram