Comprehensive financial advisor training programs

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.

financial advisor training
FOR NEW ADVISORS

PASS Core

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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financial advisor learning program
FOR ESTABLISHED ADVISORS

PASS Advanced

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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