Fee-for-Service
Personal Financial
Planning Courses
Courses
Building a Fee-for-Service Personal Financial Planning Practice
This is our premier course. Tom and Susan Tillery provide training on how to build and implement a fee-for-service integrated personal financial planning model without asset management or product sales. Participants will leave with a proven action plan developed over 15 years, as well as written best practices for all operating and planning steps. Optional coaching/mentoring from Tom and Susan also available.
Collaboration
If you already have a personal financial planning practice and want to learn how to serve your clients with a collaborative team of advisers, as well as how to find the right advisers, this class is for you.
The Unbundled Virtual Family Office
Do you have clients who own a business or are ultra-high net worth? They may be a perfect candidate for a virtual family office.
The Unbundled Virtual Family Office
Do you have clients who own a business or are ultra-high net worth? They may be a perfect candidate for an unbundled virtual family office. Discover the vast planning opportunities, workflows, and entity designs that will enable you to offer virtual family office services to business owners and ultra-high net worth clients. Understand the history of virtual
Collaboration
If you already have a personal financial planning practice and want to learn how to serve your clients with a collaborative team of advisers, as well as how to find the right advisers, this class is for you. Discover how to establish a network of advisers Learn how to build a consistent stream of referrals Build a
Building a Fee-for-Service Personal Financial Planning Practice
This is our premier course: live on-line training with Tom and Susan Tillery on how to build and implement a fee-for-service integrated personal financial planning model without asset management or product sales. Participants will leave with a proven action plan developed over 15 years, as well as written best practices for all operating and planning steps. Optional coaching/mentoring