Latest Past Events

Future Proof Your Practice

This presentation will leverage strategic foresight tools and teach attendees how to identify disruptors to a financial professional’s business. Dr. Baxter teaches a principle called STEEPLE, which is a foresight analysis tool to identify trends that could interrupt your business. Learn how to change these disruptors into indicators that can shore up your bottom line. […]


The Personality Paradox: Decode the HOW-WOW Personality Puzzle to Elevate Your Financial Advisory Practice

Elevate your advisory skills, decode client behaviors, and revolutionize your approach for impactful client relationships in this webinar. Join me for a comprehensive session diving into emotional cues, client archetypes (HOW and WOW), and three distinctive client profiles. Learn to decode emotions, fostering stronger client connections for improved service and retention. Learning Objectives: After completing […]


Navigating Goal Congruence with Couples

This one-hour course focuses on helping advisors understand how to navigate working with couples when there is goal incongruence. Being on the same page with goals is crucial for the financial success of the couples. By learning the three areas of goal interdependence, advisors will know how to assess incongruence, support, and navigate conflict. Learning […]