Need help applying these tools? I will hold you accountable for using these tools with your clients.

This once-a-month, live webinar is open to anyone who has completed the Level 5 Advisor Training program. It will provide ongoing support for trained advisors with focus on a specific topic/tool in the Level 5 Toolkit. Sessions will include role plays, group discussions and activities designed to connect concepts to real client service. Attendees will also be given ideas for marketing activities related to the tool.

Schedules get busy, we understand. Each live session is recorded, and materials/power points provided to you to refer back to or review throughout the length of your subscription.