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!

New

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

Updated

Thursday, Dec. 1st

Arrivals at 8:30am
9:00am-10:45am - Welcome, Business Updates, Money Management Overview, Brookstone Investment Philosophy
12:00pm - Lunch
1:00pm-5:00pm - RAISE 360 Investment Platform (Satellite Strategies including Structure Notes, Buffered ETFs, Hedged Equity and more!) Closing Remarks/Q&A, Networking Reception.

Friday, Dec 2nd

Arrivals at 8:30am
9:00am-11:45am - Training and Advisor Resources, First Appointment Process, Second Appointment Process, Final Thoughts
12:00pm - Departures on your own

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!

Nov 30th

Arrivals and
evening off

Dec 1st

All-day training followed
by dinner

Dec 2nd

Half-day training followed by departures

Don't miss this opportunity to invest in yourself!
Space is extremely limited.

You will also meet Advisors JUST LIKE YOU who want to share ideas and overcome
challenges together. Sign up today or 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