Professional Development & Training
Equip advisors with the knowledge, skills, and perspective to grow at every stage of their career. Our development programs combine practical training, peer collaboration, and advanced financial planning insights that can be applied directly to their business and client relationships.
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02.
New Advisor Training Program
PPAC's New Advisor Training is a 12-session development program designed to help new advisors build the habits, skills, and confidence needed to grow a successful practice. From prospecting and client conversations to time management, referrals, personal branding, and business planning, participants develop practical strategies they can put into action from day one.
Sessions
Kickoff Session
Understanding Your Value Through Your Values
Defining Your Role: Financial Advisor, Financial Planner or Wealth Manager
Hunters Thrive, Farmers Maintain — Who Will You Be?
Creating a Diversified Prospecting Strategy
Mastering the Client Conversation
Building Your Centers of Influence Engine
Article Review & The My 168 Exercise
Time Management Study: Driving Productivity & Organization
Developing Your Brand through the Client Experience
The Art of the Referral
My Personal Journey — Develop Your 12-Month Plan for Success
03.
Advanced Financial Planning Strategy Webinars
Bring experienced industry voices to your next event, meeting, or client conversation. PPAC speakers deliver timely, relevant insights tailored to the audience—whether for client events, branch, regional or national meetings, or private briefing calls.