Unleash Your Potential: Training Programs for Every Stage of Your Journey
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 comprehensive Trusted Professional Bundle, 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
À La Carte, Trusted Professional Bundle, or Heritage Design Professional® Coaching program
À La Carte
Customize your learning journey by selecting and/or combining individual training programs and offerings that align with your individual goals
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Are you ready to take your client relationships and professional practice to new heights? Our Better Listening, Better Questions, Better Relationships Virtual Training is the transformative learning experience you've been waiting for.
Imagine having practical tools and strategies at your fingertips that can enhance your client interactions and deliver exceptional results. This comprehensive program is designed specifically for successful professionals like you, aiming to equip you with the insights and skills needed to elevate your practice.
The training is divided into two parts to ensure a comprehensive and effective learning journey. The first part consists of engaging videos led by our Founder & CEO, Rod Zeeb. These videos provide foundational content and guide you through various activities, setting the stage for the second part of the training.
The highlight of the program is the one-day LIVE virtual training session. This interactive session immerses you in hands-on learning and allows you to apply the knowledge gained from the videos in real-time. You'll engage with fellow participants, exchange ideas, and gain a deeper understanding of the tools and concepts covered.
By the end of the training, you'll walk away with practical tools that can be immediately implemented in your client interactions. The potential return on investment is remarkable, as even just one satisfied client can cover the cost of the training multiple times over.
Join us on this journey to unlock your full potential as a professional. Build stronger client relationships, achieve exceptional results, and set yourself apart in your industry. Don't miss out on this opportunity to take your practice to the next level.
Enroll now in our Better Listening, Better Questions, Better Relationships Virtual Training and embark on a transformative learning experience that will reshape your approach to client interactions.
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interactive and Educational Webinars with Do Leaders who share their expertise and best practices.
Designed exclusively for trusted professionals eager to elevate their practice and create a lasting impact on their clients' families, these engaging 1-hour virtual sessions are open to all.
Join us as we delve into a wealth of valuable knowledge and empower you to take your career to the next level.
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Are you ready to take your professional practice to new heights and become the trusted professional your clients depend on? 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, philanthropies, and other organizations. And if you're interested, we even offer an optional Day 3 focused on those adaptations.
Don't let this opportunity pass you by. Elevate your practice, become the professional your clients rely on, and unlock your true potential. LEARN MORE
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Joining as a Heritage Member you'll gain access to our private message platform, Knowledge Vault. This online library is a treasure trove of resources specifically curated to help you enhance your practice. Whether you have a burning question or are seeking in-depth knowledge on a particular topic, the Knowledge Vault is your go-to source, providing you with valuable insights and solutions.
You'll receive valuable insights into emerging practices, cutting-edge research, and trends that are shaping the field. This knowledge will keep you ahead of the curve and enable you to provide exceptional service to your clients.
As a Heritage Member, you'll be invited to our exclusive Expand Your Practice and What's Working sessions. These sessions are designed to provide you with practical strategies, proven techniques, and expert advice from industry leaders. Participate in interactive discussions, gain new perspectives, and expand your skill set, all while being part of a supportive and dynamic community.
We understand the importance of continuous learning and professional development. That's why Heritage Members enjoy special tuition discounts for our training events and the highly anticipated Annual Conference & Awards Dinner. These events provide unparalleled opportunities to deepen your knowledge, learn from top experts, and celebrate the achievements of our community. LEARN MORE
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Our coaching sessions are structured as a collaborative and thought-provoking process with one of our expert coaches who creates a safe space for exploration and guides the process to inspire you to maximize your personal and professional potential.
Trusted Professional BUNDLE
Immerse yourself in a comprehensive learning experience by enrolling in our Trusted Professional Bundle, which encompasses:
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Are you ready to take your professional practice to new heights and become the trusted professional your clients depend on? 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, philanthropies, and other organizations. And if you're interested, we even offer an optional Day 3 focused on those adaptations.
Don't let this opportunity pass you by. Elevate your practice, become the professional your clients rely on, and unlock your true potential. LEARN MORE
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Are you ready to take your client relationships and professional practice to new heights? Our Better Listening, Better Questions, Better Relationships Virtual Training is the transformative learning experience you've been waiting for.
Imagine having practical tools and strategies at your fingertips that can enhance your client interactions and deliver exceptional results. This comprehensive program is designed specifically for successful professionals like you, aiming to equip you with the insights and skills needed to elevate your practice.
The training is divided into two parts to ensure a comprehensive and effective learning journey. The first part consists of engaging videos led by our Founder & CEO, Rod Zeeb. These videos provide foundational content and guide you through various activities, setting the stage for the second part of the training.
The highlight of the program is the one-day LIVE virtual training session. This interactive session immerses you in hands-on learning and allows you to apply the knowledge gained from the videos in real-time. You'll engage with fellow participants, exchange ideas, and gain a deeper understanding of the tools and concepts covered.
By the end of the training, you'll walk away with practical tools that can be immediately implemented in your client interactions. The potential return on investment is remarkable, as even just one satisfied client can cover the cost of the training multiple times over.
Join us on this journey to unlock your full potential as a professional. Build stronger client relationships, achieve exceptional results, and set yourself apart in your industry. Don't miss out on this opportunity to take your practice to the next level.
Enroll now in our Better Listening, Better Questions, Better Relationships Virtual Training and embark on a transformative learning experience that will reshape your approach to client interactions.
-
Joining as a Heritage Member you'll gain access to our private message platform, Knowledge Vault. This online library is a treasure trove of resources specifically curated to help you enhance your practice. Whether you have a burning question or are seeking in-depth knowledge on a particular topic, the Knowledge Vault is your go-to source, providing you with valuable insights and solutions.
You'll receive valuable insights into emerging practices, cutting-edge research, and trends that are shaping the field. This knowledge will keep you ahead of the curve and enable you to provide exceptional service to your clients.
As a Heritage Member, you'll be invited to our exclusive Expand Your Practice and What's Working sessions. These sessions are designed to provide you with practical strategies, proven techniques, and expert advice from industry leaders. Participate in interactive discussions, gain new perspectives, and expand your skill set, all while being part of a supportive and dynamic community.
We understand the importance of continuous learning and professional development. That's why Heritage Members enjoy special tuition discounts for our training events and the highly anticipated Annual Conference & Awards Dinner. These events provide unparalleled opportunities to deepen your knowledge, learn from top experts, and celebrate the achievements of our community. LEARN MORE
Heritage Design Professional® Coaching program
Experience the full scope of what The Heritage Institute has to offer. Our HDP® Coaching Program includes*:
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Included with HDP:
• Beating the Midas Curse
• What Matters
• Certification in the Stratton ILS
• Expectations Conversation
• Quantification Activity, and other assessments to understand your leadership and communication styles,
• Plus you will experience and practice what you are being trained to do.
• Limited intellectual property (IP) license to use our IP you received during your coaching sessions.
• Attend any other Advanced Training Sessions at a discounted tuition
• Tuition-free attendance to our Annual Conference & Awards Dinner,
• Access to the THI Member Community and your Training Teams on Knowledge Vault, our private online training platform & library.
• 14-16 Individual 60-minute Coaching Sessions focused on mastering your new skills, tools and service offering for your clients/donors
The program includes topics listed below delivered through video recorded segments, virtual training sessions, and in-person coaching sessions, plus coaching calls, flex calls, a mid-term session group video conference, and pre- and post-session assignments.
The training sessions include:
· The Guided Discovery Process®: Guided Discovery and Heritage Statements™
· Creating Purpose Statements
· Building Your Practice
· Live Cases
· Heritage Milestones
· Activities
· 2 In-person Labs
The following are prerequisites to completing your certification:
• Better Listening, Better Questions, Better Relationships*
• Alignment Milestones: For Families, Businesses, and Organizations*
Once you have completed your HDP™ Certification, you will have access to the Certified Members Team Library and be eligible to attend the Master HDP Advanced Coaching Sessions. Here is where you will reach mastery plateaus, continue to refine the roles you desire to execute, and build and facilitate the collaborative team of professionals to fulfill all of the other roles. APPLY NOW
WHAT PEOPLE ARE SAYING ABOUT OUR TRAINING
“A lot of the points that we talked about today ultimately gets the client talking and really articulating beyond that first surface-level answer. Today has been helpful to me to remind myself of different points whether it be open-ended questions or some of the other tactics about how to we get to that discussion and not jump too quickly to the solution.”
“Seeing the steps of the Alignment Conversation and the Expectations Conversation. If I missed something I was able to go back. Remind yourself to facilitate to the client, not to what the agenda is supposed to be. The concept of why we want to ask the questions and the revelations stops when the presentation starts. Providing some insight and tools into conversations that can be used outside the financial arena.”
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?
If you answered YES to any of the questions above,
let’s have a conversation to determine how we can best help you!
“I’ve expanded my mind, knowledge, and skill sets through my years of training. There is a lot of wisdom that is shared among the community that helps give insights and perspectives on various ways to help families. Generally, my confidence builds when I feel knowledgeable.
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