PASS Advanced Training

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.

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.

Conducting Client Appointments

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

What to expect at PASS Core +

During this comprehensive workshop, you will learn how to leverage the power of Brookstone’s investment platform, create more compelling client meetings, and close more business!

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This workshop will help you:

Understand Brookstone’s Turnkey Asset Management Platform
Apply our RAISE (Risk Appropriate Investment Strategy Evaluation) Investment Process
Effectively integrate an insurance practice with a fee-based advisory practice

aria resort inspire advisor event location

featured speaker Dean zayed

Gain first-hand knowledge from industry leader and Brookstone CEO, Dean Zayed

Learn how to successfully structure your 1st and 2nd client appointments
Hear the secrets to gathering 100% of client assets
Effectively outline comprehensive solutions for your clients
Increase your closing ratio!

Interested in learning about our next session?

You will also meet Advisors JUST LIKE YOU who want to share ideas and overcome
challenges together. Contact us for more information.

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Are you ready to accelerate your AUM growth in 2023!

Brookstone's Platform

Our Investment Process

Conducting Client Appointments

What to expect at PASS Core +

This workshop will help you:

Understand Brookstone’s Turnkey Asset Management Platform

Apply our RAISE (Risk Appropriate Investment Strategy Evaluation) Investment Process

Effectively integrate an insurance practice with a fee-based advisory practice

Gain first-hand knowledge from industry leader and Brookstone CEO, Dean Zayed

Learn how to successfully structure your 1st and 2nd client appointments

Hear the secrets to gathering 100% of client assets

Effectively outline comprehensive solutions for your clients

Increase your closing ratio!

Interested in learning about our next session?

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