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Watch NOW: Q4 2023 Quarterly Seminar: What Does Love Have To Do With Serving Clients?
Pro & Pro Plus Members Only
Now Approved for CE Credits: Inspiring Females to Financial Confidence
A Whole Family Advisor® Elective Course designed to help advisors more effectively serve their disengaged female clients. Approved for 3.5 CFP®️, 3.5 CIMA®️, 3.5 CPWA®️, 3.5 CIMC®️, and 3.5 RMA®️ CE Credits.
View an Index of our 50 Most Popular Resources!
Our Resource Hub is an ever-growing abundance of videos, podcasts, articles, tools, and more for our Advisor Members. With over 120 resources available to our members, we hope that this index will inspire you as you explore our most popular resources.
"As an Advisor, you are in a key position to instill financial confidence in females and prepare them to take control of their finances."
FEATURED CONTENT
Basic | Pro | Pro+
The Business of the Family
This podcast, produced by the National Family Office Forum, discusses how families of wealth can operate like a successful company.
Pro | Pro+
Family Governance
This video outlines the importance of creating systems on how to manage shared family assets.
Pro+
Family Constitution
This video outlines the value of a family constitution and what items should be included in the family constitution.