Comprehensive training programs

We provide our advisors with the most comprehensive education and training possible. Our Positioning Advisors for Success Series (PASS) is an expansive, multi-level training program built to suit advisors of all experience levels.

FOR NEW ADVISORS

PASS Core

Targeted primarily to new advisors, our core workshop is the first step to understanding the Brookstone investment philosophy and approach. Advisors will learn the key benefits of our platform and best practices for conducting appointments with clients.
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FOR ESTABLISHED ADVISORS

PASS Advanced

Our advanced workshop helps tackle the challenges that come with growth. We focus on key areas of sales best practices, technology, marketing, portfolio construction, and operational efficiencies.

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Inspire National Conference

This annual event is an extraordinary forum for education, networking, and inspiration. Advisors experience a first-class event where they spend time with peers to gain knowledge, new ideas, and insight to help grow their business.

Discover how Brookstone can help you build a better business.

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