Custom Solutions — The Refinements You Need For A Resilient Practice.

Innovative Programs & Financial Advisor Continuing Education

Our refined solutions will help you hit your targets by providing the specific steps, training programs, and competitive solutions for integral shifts. This in-depth approach paves the way for improved productivity, better sales, and happier clients. All with a fine-tooth-comb that removes the elements that are getting in your way while avoiding long-term risks.

Ways to work together

Financial Advisor Continuing Education

Program Development

Training programs for financial advisors

Speaker and CE Instructor

Compliance education

The Approach

Goal-Oriented. Human-Centered.

It’s that simple. Crush your goals, build a productive team, and keep your clients happy. This approach utilizes client relationships and engages your team to level up your firm’s capabilities. 

Building a team of leaders that reaches sales milestones
Making it easy to find and retain happy clients (keyword: happy)
Reducing risks with a long-haul perspective
Providing CE credits with influential training programs that aren’t a waste of time

Wondering how it works?

With our consulting & financial advisor continuing education

Learn How programs are developed


Financial Advisor Continuing Education

Bring an impactful thought leader into your workplace or workshop. Lauren Jeffery’s sessions — from keynotes to breakout sessions in the boardroom — are designed to captivate the audience while sharing applicable, no-nonsense techniques. Hearing her speak is eye-opening, energetic, and just provocative enough to make sure attendees won’t forget the takeaways they need to bring back to work. These sessions can also include CE credits — just ask.

Request Availability

Frequently Asked Questions

Everything from sales building for an insurance company to a mental health and client management webinar viewed by over 1,000 advisors. See case studies.

Yes. Even if you have an idea, the first step will always be honing in on the issue to identify the solution that will make the biggest impact. 

If you’re booking one of our pre-existing training programs (like Succession Planning or the We Really Need To Talk Series), then it’s simply a matter of scheduling the live portion of the trainings where Lauren will teach the material in person, or virtually. If we’re creating something from scratch (the usual), then you can expect at least a few months from start to finish depending on how much material you need. 

Innovative Programs & Financial Advisor Continuing Education

Set The Standard. Scale Your Firm With An Unshakeable Approach.

Get in touch

Inquire with Lauren to identify the next steps, and the route that will be most helpful for you. 

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