Financial advisor training programs:
Results In Advance Planning®

We have always put a premium on providing our advisor network with the highest quality, most comprehensive financial and investment training and education possible. By leveraging our Results In Advance Planning® (RIAP) training process we help position our Advisors for success using an expansive, multi-level training program built to suit investment advisors of all experience levels.

financial advisor training
FOR NEW ADVISORS

Core Advisor Training

Targeted primarily to new financial advisors, our core workshop is the first step to understanding the Brookstone investment philosophy and approach. Advisors will learn the key benefits of our asset management platform and best practices for conducting appointments with clients.
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Brookstone's Platform

Learn how our Turnkey Asset Management Platform helps independent financial advisors grow and provides the right tools and resources every step of the way.

breakout sessions
Our Investment Process

We offer the investment expertise and customized investment solutions to help financial advisors build long-term, risk-managed portfolios tailored to meet the specific goals, needs, and risk tolerance of their clients.

professional networking
Conducting Client Appointments

Advisors will learn the key benefits of our asset management platform and best practices for conducting appointments with clients.

FOR ESTABLISHED ADVISORS

Advanced Advisor Training

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.

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people learning in training program for advisors

Inspire National Conference

This annual event is an extraordinary forum for education, networking, and inspiration. Our advisors experience a first-class event where they spend time with peers to gain knowledge, new ideas, and insight to help grow their advisory business.
Inspire National Conference advisor training

Frequently Asked Questions

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