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Are you ready to accelerate your AUM growth in 2023!

Interested in attending our new advisor training workshop?
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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.

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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.

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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!

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
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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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