TRAINING TO ACHIEVE YOUR DESIRED OUTCOMES
Transformation doesn’t come from doing things bigger, better, or faster. Transformation comes from starting in a different place.
-Doug Carter
We recognize that achieving desired results requires a shift in perspective. Instead of solely fixating on the end goal, we understand the importance of focusing on the habits and behaviors that pave the way to success.
ARE YOU READY TO EMBARK ON A JOURNEY OF TRANSFORMATION?
Discover the perfect training program tailored to your aspirations and become the Trusted Professional your clients/donors rely on. Whether you prefer to experience our signature trainings à la carte, opt for our Heritage Specialist Certificate, or immerse yourself in the full range of offerings by pursuing our Heritage Design Professional® Certification, we have options that cater to your specific needs.
Choose Your Path
Better Listening, Better Questions, Better Relationships
Our signature training starts with our Better Listening, Better Questions, Better Relationships. This training provides clear, practical, proven, hands-on instruction in the key skills required to deepen and solidify your client relationships.
Continuing education is a part of the professional world. Spend your energy learning and mastering new skills, expanding your abilities, and reaching your clients, colleagues, and teammates on an entirely new plane.
The reality is that you have probably been spending your continuing education energy and dollars on the same materials, over and over. How much better can you learn it? What else is there? With a limited amount of time to check everything off of your To-Do List, you want to serve your client in the best possible way. But if you are simply doing business as usual, are you really giving your clients your best?
Are you a professional who wants to build better and deeper relationships with your existing clients and take your practice to a higher level? Join our live, on-line transformative training, Better Listening, Better Questions, Better Relationships!
Impact your business and all of your relationships with new knowledge, techniques, and skills.
ALIGNMENT MILESTONES TRAINING PROGRAM:
FOR FAMILIES, BUSINESSES AND ORGANIZATIONS
Are you ready to take your professional practice to new heights and become the trusted professional not only for your clients/donors but for your donor/clients’ families? Our Alignment Milestone Training is the gateway to unlocking your true potential and establishing yourself as a leader in your field.
Imagine having the tools and knowledge to bring families together, uncover their core values, and create a personalized plan that aligns with their long-term goals. By guiding them through meaningful conversations about their shared future, you will position yourself as the go-to professional who truly understands their unique history, values, and beliefs.
But that's not all. Building strong relationships with the next generation is vital for lasting connections, and our training equips you with the skills to connect and earn their trust. Dive deep into the Alignment Milestone process, mastering group dynamics, creating alignment, identifying purpose, understanding leadership styles, envisioning common goals, and prioritizing next steps.
Not only will you gain invaluable knowledge, but you'll also receive a one-year Heritage Institute Membership and an Alignment Milestone™ License. These resources enable you to immediately offer this transformative service to your clients, setting yourself apart from competitors and providing a truly unique and valuable approach.
The versatility of Alignment Milestones extends beyond families. It can be easily adapted to suit businesses, teams, philanthropic and other organizations.
Don't let this opportunity pass you by. Elevate your practice, become the professional your clients rely on, and unlock your true potential.
HERITAGE SPECIALIST CERTIFICATE PROGRAM
Become a Heritage Specialist: Equip Yourself to Serve Families Across Generations
A Heritage Specialist is a professional who has completed Better Listening, Better Questions, Better Relationships and the Alignment Milestones & Creating Purpose Statements Training Programs. These professionals are uniquely equipped to become a client’s Trusted Professional—someone who can guide meaningful conversations, strengthen family connection, and support true multigenerational planning.
Why This Training Matters
Families are complex and diverse, with layers of values, personalities, expectations, and history. Helping them come together and articulate what truly matters—requires skill, structure, and confidence. Our training empowers you to bring families together, uncover their core values, and create a living plan that supports what they want most for themselves and future generations.
Solving a Challenge Nearly Every Family Faces
Most families struggle to have meaningful conversations about their shared future. They often lack the language, the structure, and the safe environment needed to talk openly about their values, history, hopes, and fears.
As a Heritage Specialist, you become the guide who walks alongside them, helping them navigate these essential conversations. This positions you as the trusted professional they lean on—today and for years to come.
Strengthen Multigenerational Client Retention
Your clients want their children to know you. They trust you and believe the next generation should trust you as well. When you build relationships before wealth transitions, you dramatically increase retention, deepen impact, and strengthen your practice.
The Heritage Specialist Certificate Program provides the tools, structure, skills, and practice to confidently support families across generations—and to collaborate effectively with other advisors when working with complex clients.
Who This Program Is For
This Certificate Program is designed for successful professionals who want to elevate their client relationships and understand that collaboration is the key to meaningful, lasting success. For many professionals, “the next level” includes:
Increasing retention and deepening client loyalty
Expanding philanthropic impact
Building stronger multigenerational relationships
Working with higher-net-worth families
Enhancing the advisory team’s effectiveness and coordination
If you want to differentiate your practice and make a lasting difference in the lives of the families you serve, the Heritage Specialist Certificate Program is your next step.
Spending a few hours in our training will strengthen your ability to become your clients’ most trusted professional. Firms that send multiple team members see faster implementation, stronger multigenerational retention, and a measurable increase in client engagement—consider enrolling two or more from your team.
⭐⭐EXCITING NEWS⭐⭐
FOR 2026, WE REFRESHED AND IMPROVED THE PROGRAM — WITH ADDITIONAL AND UPDATED VIDEO CONTENT, COACHING OPTIONS, WHICH RESULTED IN A REDUCED TUITION TO MAKE IT MORE ACCESSIBLE THAN EVER. EXPLORE THE UPDATED OFFERING AND JOIN THE NEXT COHORT!
MASTER
Heritage Design Professional® Certification Coaching Program
Become an industry leader
Be who others look to for inspiration, growth, and change
Becoming your client family’s Trusted Professional positions you to uniquely help the family guide the younger generations and develop relationships you did not think were possible. With this in-depth training, you will experience all The Heritage Institute has to offer. In addition to all of the training mentioned above, you will have access to a worldwide community of like-minded advisors who generously share their experience and wisdom, a regular schedule of lively, productive coaching calls, mentor relationships, hands-on practice, and a deep resource library, including materials that can be branded for your business.
Build deeper client relationships & increase business, receive more quality
introductions, increase client retention & develoP new sustainable streams of revenue.
Begin your journey with our Heritage Specialist Certificate Program.
Is any level of Heritage Design Training a fit for you and your business?
Would you like your clients to entrust more of their assets to you and give you more introductions?
Would you like your clients to be loyal - even when there is a "correction" in the market or someone else comes along with a new product, strategy, or flashier brochure?
Would you like to receive introductions during the tough times because your clients are happy and loyal, and their friends are looking for new advisors?
Would you like to continue managing client assets and relationships even after the client passes away?
