We have always put a premium on providing our advisor network with the highest quality, most comprehensive financial and investment training and education possible. Our Positioning Advisors for Success Series (PASS) is an expansive, multi-level training program built to suit investment advisors of all experience levels.
Our advanced workshop helps advisors tackle the challenges that come with growth. We focus on key areas of practice management, technology, marketing, portfolio construction, and operational efficiencies.
Our advisor training programs are open to all current or future Brookstone investment advisors. Our PASS Core training is a great place to start and is designed for those advisors that have joined Brookstone or thinking about joining Brookstone and want to learn more about our turnkey asset management platform and our investment philosophy.
Yes, Brookstone offers a variety of different sales training programs for our advisors. From improving your close ratio and closing techniques, to how to best run an appointment, we are committed to providing our advisors all the training they might need to be successful.
Brookstone offers both in person and virtual training for advisors. Our PASS Advisor training and Inspire National conference are both in person events. Additionally, throughout the year we host a variety of webinars and have resources online valuable to our advisors.
Positioning Advisors for Success Series (PASS) training is a dynamic, multi-level seminar training program designed to walk our advisors through all aspects of how to utilize the entire universe of Brookstone investment vehicles, how to handle the first and second appointment and make the close, effective marketing practices, and many other aspects of managing money.
Our Advanced advisor training is for all advisors that are focused on growing their practices. It's geared for those seasoned advisors, and focuses on how to scale your practice, practice management, portfolio construction, and some of the more robust investment options and strategies.
Inspire is open to all Brookstone advisors. Inspire is held annually and is a great forum for education, networking, and inspiration with a focus on new strategies and techniques to grow your practice and increase your book of business.
Since we cover many of the facets of running a practice, including practice management and several marketing best practices, attendance for office staff is encouraged at most of our events.