Course Catalog

Activity Management 101
Activity Management 201
Activity Management 301
Activity Management 401
Activity Management 501
Additional Activity Management Videos
Goal Setting 101
Goal Setting 201
Newest Activity Management
Training Your Mind to Recall

Client Building 101
Client Building 201
Client Building 301
Client Building 401
Client Building of a Top Producer
Newest Client Building Videos
Overview of Granum's One Card System: The Science
Understanding Granum's One Card System: The Art & Science

Best Practices & Insights for Conducting Virtual Meetings
How to Be Remote & Run a Successful Practice
Tips for Working Remotely and Dealing with a Crisis

Evolution of Thinking Around Fee-Based Planning
Fee-Based Planning: Approaching How Much Your Advice is Worth
Introducing Client Segmentation into Your Fee-Based Practice
Introduction to Fee-Based Planning
Leading Your Clients to a Better Relationship with Financial Planning
Structuring Your Fee-Based Services for Better Client Engagement

Achieving Work/Life Balance
Additional General Practice Management Videos
Avoiding Common Financial & Operational Pitfalls
Building a Balanced Practice
Building a Multi-Million Dollar Practice
Building a Practice in the Affluent Market 101
Building a Practice in the Affluent Market 201
Center of Influence Development 101
Center of Influence Development 201
Client Appreciation
Creating Leverage through Your Staff & Team
Developing Systems 101
Developing Systems 201: Client Segmentation
Developing Systems 301
Differentiating Your Brand
Goal Setting & Annual Business Planning 101
Goal Setting & Annual Business Planning 201
Hiring, Training & Developing Staff
Leveraging Technology for Business Development
Newest Practice Management Videos
P&L Analysis to Guide Business Decisions
The 7 Deadly Sins of Clientbuilding: David Shectman
The Art of High Performance: Jim Ruta
The Turnkey Office System Featuring Andrea Bullard
Time Management 101
Time Management 201

Log in now to view this course

Creating Leverage through Your Staff & Team
Effectively Leading Your Organization Through Change Management
Know Your People: Coaching Strategies Around Your Team & Staff
Marketing Staff Development: Client Appreciation
Marketing Staff Development: Leveraging Technology
Marketing Staff Development: Marketing to the Affluent
Marketing Staff Development: Telephoning
Maximizing Your Practice Through Staff Development
Staff Development 101: Hiring, Training & Developing Staff
Staff Development 201
Staff Development 301
The Turnkey Office System: Andrea Bullard

Growing Your Practice through Joint Work
Managing Sales Teams
Newest Team Selling Videos
Team Selling 101
Team Selling 201
Team Selling 301
The Top 5 Components of Team Selling