Creating Purpose Statements VIRTUAL
May
6
9:30 AM09:30

Creating Purpose Statements VIRTUAL

START OF 2022 HDP COACHING GROUP
Guided Discovery Process – In-Person Coaching Session Lab
APPLY HERE

Transformation does not come from doing things bigger, better, faster, or doing more of it. Transformation comes from starting from a different place.[1]

Heritage Design and the Heritage Design Professional™ Coaching Program start from a different place. It will give you the tools, skills, competencies, and practice that leads to the confidence necessary to achieve your desired outcomes and the outcomes of your clients and their families.

This coaching program is for successful professionals who desire to take their practice and their donor/client relationships to the next level. For many professionals, the “next level” means increasing their profits or philanthropic gifts, increasing their retention, and/or working with higher net worth families.

When you ask donors/clients what they want for themselves and their families, many describe their desire for confidence in their own lives, that their family thrives together for multiple generations, and that each successive generation to be prepared for the inheritances they will receive. Unfortunately, research shows (and our experience confirms) that only 10% of families attain those desired outcomes, despite quality financial and estate planning.

Helping your donors and clients (and their families) attain their desired outcomes builds a unique bond between you and your donors and clients because it gives them what they are looking for/demanding. It also increases your profits or philanthropic gifts, your retention, and the number of quality introductions you receive from your current relationships.

Our most active Members say the training they received through this Coaching Program has:

§ Distinguished them from their competition,

§ Increased their profits, retention, and engagements of new “A” donors/clients,

§ Equipped them to build deeper relationships,

§ Created multi-generational engagements, and

§ Increased philanthropic gifts or the value of their practice.

[1] Carter, Doug. Clients Forever. McGraw-Hill. 2003

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Better Listening, Better Questions, Better Relationships VIRTUAL Training
Jun
24
9:30 AM09:30

Better Listening, Better Questions, Better Relationships VIRTUAL Training

REGISTRATION COMING SOON!

Better Listening, Better Questions, Better Relationships VIRTUAL Training

TAKE YOUR PRACTICE TO THE NEXT LEVEL

LEARN MORE HERE!

JUNE 24, 2025

TIME: 9:30am - 3:30pm CT

VIRTUAL EVENT - up to 15 CE credits available when self-reported.

This is our Foundational Training that is applicable to all client-facing professionals. This Academy focuses on helping professionals close engagements faster, deepen their understanding of what the client really wants (for both the client and the advisor), and deepen client relationships. We also provide you with a simple way to clarify and establish mutually agreed upon expectations that allow dreaded conversations to be easily addressed.

Over the past 20 years of training, we have heard 2 consistent themes from our Better Listening, Better Questions, Better Relationships Academy attendees: 

 1.  They use this training every day with almost every client and in their conversations with everyone - family, friends, etc.  And,

 2.   The training paid for itself when they used it with their first client or prospect and the skills and tools they learned helped them build deeper relationships with both their existing clients and their families, which resulted in more current revenue, higher retention, and more referrals.

The Training includes:

• How to understand and facilitate your client/prospect’s decision-making process;

• Using the 7-step Alignment Conversation™ to create deeper relationships with your existing clients, distinguish yourself from their other advisors (and competitors), and engage new “A” Clients; and

• Using the Expectations Conversation™ to set clear, agreed upon expectations with your clients and prospects. One definition of disappointment is “the difference between someone’s expectations and their experience.” Clients often have unstated (and sometimes unrealistic) expectations. If you do not know what those are, you are likely to unknowingly disappoint them;

• When multi-generational planning is appropriate for a client, an overview of The Heritage Process®, and where and how it can fit within your existing practice (which may be through collaboration).

You will walk away from this Training with practical tools you can use the next day, and it can pay for itself many times over with just one client. You will both learn and practice skills that will allow you to build deeper relationships with your clients, and provide the basis for you to fulfill your fiduciary duties to your clients.

LEARN MORE HERE!

 

VIDEO AND VIRTUAL TRAINING COMBO REGISTRATION:  $1,995.00

Session has been approved for CFP Credits when self-reported. (Request required documents to submit after training)

*SPECIAL DISCOUNT FOR EARLY REGISTRANTS*

Registration before 11/29/24 will receive a $500 discount!                      

*Heritage Design Professionals Only:  please contact Lori@theheritageinstitute.com to register

There are 4 PRE-SESSION VIDEOS (about 5 hours) to watch prior to the LIVE training session.  We will be building on what you learned in these pre-session videos. (a link will be sent to you after your registration is confirmed)

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Alignment Milestones: For Families, Businesses, and Organizations IN-PERSON Training Program
Feb
4
to Feb 5

Alignment Milestones: For Families, Businesses, and Organizations IN-PERSON Training Program

REGISTRATION NOW OPEN!

ALIGNMENT MILESTONES: FOR FAMILIES, BUSINESSES, AND ORGANIZATIONS IN-PERSON TRAINING PROGRAM

FEBRUARY 4-5, 2025

TIME: 8:00am - 5:00pm (Both Days)

LOCATION: TBD

LEARN MORE HERE!

THIS TRAINING IS FOR YOU, IF YOUR DESIRED OUTCOMES INCLUDE:

BUILD DEEPER RELATIONSHIPS WITH BOTH YOUR CLIENTS AND THEIR CHILDREN/GRANDCHILDREN

PROVIDE SOLUTIONS TO YOUR CLIENT’S CONCERNS RE:

+FAMILY COMMUNICATION

+FAMILY ALIGNMENT/HARMONY

+ENGAGEMENT OF THE RISING GENS IN FAMILY PROJECTS

MAKE YOUR JOB EASIER BY FACILITATING THE FAMILY TO IDENTIFY ITS PURPOSE AND THE PURPOSE FOR ITS WEALTH

BECOME THE ADVISOR/PROFESSIONAL FOR THE ENTIRE FAMILY

DIFFERENTIATE YOURSELF FROM YOUR COMPETITORS AND YOUR CLIENT’S OTHER PROFESSIONALS

During this IN-PERSON session, you will experience and learn how to facilitate a transformational event that can be customized for families, business/family business, and organizations.

Your tuition includes:

the 2-day IN-PERSON training program,

the annotated agenda including scripts for the pre-meeting individual calls and coaching,

a template for the summary memorandum,

scheduled format with scripts for adapting to virtual,

details for coaching for all family members,

the important logistics for the event, location, and

steps post-meeting.

You have all the tools to hold a FAM the next day!

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MASTERING MULTIGENERATIONAL WEALTH CONFERENCE: Wealth Transition Strategies from Planning & Collaboration Through Successful Execution - IN-PERSON
Oct
22
to Oct 23

MASTERING MULTIGENERATIONAL WEALTH CONFERENCE: Wealth Transition Strategies from Planning & Collaboration Through Successful Execution - IN-PERSON

  • Google Calendar ICS

REGISTRATION IS OPEN!

May 4-5 Annual Conference & Awards Celebration

Last year’s Annual Conference Lite was a huge success because we continued to deliver highly interactive and engaging sessions in a virtual setting. And we have committed to again go virtual with our Annual Conference this year. One enhancement you will experience as a registered attendee this year is that much of the 2-day Annual Conference will be available on-demand for convenient viewing for a while after the event.

Here is the 2-day lineup we have planned for you….

Wednesday, May 4 9:30am - 3:30pm Central Time

9:30- 10:30 PRE-CONFERENCE - "What You Need to Know" Coffee Talks

10:30 KICK-OFF TO ANNUAL CONFERENCE 2022

Keynote Speakers, Breakout Group Discussions
Tools to Use
PINNACLE AWARD WINNER ANNOUNCED

3:00 - ? HAPPY HOUR - "Get to know the Community" Networking & Fun

Thursday, May 5 10:30am - 3:00pm Central Time

10:30 WELCOME BACK TO DAY 2

Keynote Speakers, Breakout Group Discussions
Tools to Use
NEW HERITAGE DESIGN PROFESSIONALS™ CEREMONY

3:00 CLOSE

Because there are people in many time zones who will be enjoying lunch/dinner at different times, we are going to schedule the keynote speakers during a 2-hour time frame and the interactive sessions are before and after that. This will allow flexibility in when you chose to eat lunch and not be "on camera."

KEYNOTE SPEAKERS INCLUDE:
Brandon Stuerke, Next Level Advisors - CEO
Whitney Webb, Cresset- Managing Director, Family Governance
Marty Dutch, First Foundation

TOPICS:
Engaging the Next Generation
Using Technology to Attract and Retain HNW Clients
The Outcome Advantage
Tools to Use with Clients & Client Families

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Alignment Milestones: For Families, Businesses and Organizations IN-PERSON Training Program
Nov
7
to Nov 8

Alignment Milestones: For Families, Businesses and Organizations IN-PERSON Training Program

2-DAY VIRTUAL TRAINING
THURSDAY, APRIL 21 AND TUESDAY, APRIL 26
9:30AM - 4:30PM
ALL EVENTS ARE LISTED AS CENTRAL TIME
VIRTUAL EVENT

UP TO 15 CFP CREDITS AVAILABLE WHEN SELF-REPORTED.

REGISTER HERE

During this session, you will experience and learn how to facilitate the Alignment Milestone that includes:

1) Creating alignment within the group

2) Identifying the group’s purpose

3) Identifying the leadership and communication styles within the group

4) Creating common vision

6) Identifying priorities and next steps

Your tuition includes the training program, the annotated agenda with scripts for the pre-meeting calls, coaching instructions, and the important logistics for the event, location, and steps post-meeting. You will have all the tools to hold a FAM at the end of the 2nd training day session!

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Facilitating Effective Family Meetings VIRTUAL Training
Sep
14
10:00 AM10:00

Facilitating Effective Family Meetings VIRTUAL Training

Facilitating Effective Family Meetings VIRTUAL Training

TIME: 10:00am - 12:00pm CT

Statistics tell us that family meetings are the single best way to engage across the generations of your client's family. Statistics also show us that engaging the younger generations of those families is the easiest way to keep your business thriving. Finally, statistics show us what your HNW clients want to discuss. What statistics don't show us is HOW to do it.

We can be paralyzed when we don’t feel we are experts at doing something. We have all the research and data, but may not have the confidence to take that first step. There is a quote, "Confidence comes from experience. Experience comes from courage." Let us help you build the courage to facilitate effective family meetings and watch your practice thrive.

During this 2-hour Virtual Training Session you will learn:

·      The 3 key elements that all effective family meetings must have

·      How to identify and clarify the desired outcomes for both you and the family

·      An activity progression that allows all attendees to be comfortable sharing

How to frame the meeting to set expectations of everyone involved 

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Expand Your Practice VIRTUAL Session - FREE and Open to All
Aug
2
12:00 PM12:00

Expand Your Practice VIRTUAL Session - FREE and Open to All

EXPAND YOUR PRACTICE VIRTUAL SESSION

  • Open to All

How to Expand Your Practice with additional tools to transition from generation to generation. Guest Speaker, Josh Kanter, is the founder of leafplanner and has been recognized in the 2023 Family Wealth Report Awards for Client Driven Innovation. You won’t want to miss this!

Join us and receive your FREE GIFT!

AUGUST 2, 2023

TIME: 12:00pm - 1:00pm CT

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Better Listening, Better Questions, Better Relationships VIRTUAL Training
Jul
13
9:30 AM09:30

Better Listening, Better Questions, Better Relationships VIRTUAL Training

REGISTRATION NOW open!

Better Listening, Better Questions, Better Relationships VIRTUAL Training

TAKE YOUR PRACTICE TO THE NEXT LEVEL

JULY 13, 2023

TIME: 9:30am - 4:30pm CT

VIRTUAL EVENT - up to 15 CE credits available when self-reported.

This training is for successful professionals who desire to build better and deeper relationships with their existing clients and take their practice to the next level. From this training, you will leave with practical tools you can use the next day, and it can pay for itself many times over with just one client.

The first part of your training experience begins with 4 videos (50-90 minutes in length). In these videos, Rod Zeeb, the Founder & CEO, will deliver the foundational content and give you several activities to complete before your 1-day LIVE virtual training.

View Event →
Start of 2023 HDP Coaching Group
Jun
20
to Jun 21

Start of 2023 HDP Coaching Group

START OF 2022 HDP COACHING GROUP
Guided Discovery Process – In-Person Coaching Session Lab
APPLY HERE

Transformation does not come from doing things bigger, better, faster, or doing more of it. Transformation comes from starting from a different place.[1]

Heritage Design and the Heritage Design Professional™ Coaching Program start from a different place. It will give you the tools, skills, competencies, and practice that leads to the confidence necessary to achieve your desired outcomes and the outcomes of your clients and their families.

This coaching program is for successful professionals who desire to take their practice and their donor/client relationships to the next level. For many professionals, the “next level” means increasing their profits or philanthropic gifts, increasing their retention, and/or working with higher net worth families.

When you ask donors/clients what they want for themselves and their families, many describe their desire for confidence in their own lives, that their family thrives together for multiple generations, and that each successive generation to be prepared for the inheritances they will receive. Unfortunately, research shows (and our experience confirms) that only 10% of families attain those desired outcomes, despite quality financial and estate planning.

Helping your donors and clients (and their families) attain their desired outcomes builds a unique bond between you and your donors and clients because it gives them what they are looking for/demanding. It also increases your profits or philanthropic gifts, your retention, and the number of quality introductions you receive from your current relationships.

Our most active Members say the training they received through this Coaching Program has:

§ Distinguished them from their competition,

§ Increased their profits, retention, and engagements of new “A” donors/clients,

§ Equipped them to build deeper relationships,

§ Created multi-generational engagements, and

§ Increased philanthropic gifts or the value of their practice.

[1] Carter, Doug. Clients Forever. McGraw-Hill. 2003

View Event →
Engaging the Affluent Clients You Want: Wealth 3.0* in Action IN-PERSON
May
3
to May 4

Engaging the Affluent Clients You Want: Wealth 3.0* in Action IN-PERSON

REGISTRATION IS OPEN!

May 4-5 Annual Conference & Awards Celebration

Last year’s Annual Conference Lite was a huge success because we continued to deliver highly interactive and engaging sessions in a virtual setting. And we have committed to again go virtual with our Annual Conference this year. One enhancement you will experience as a registered attendee this year is that much of the 2-day Annual Conference will be available on-demand for convenient viewing for a while after the event.

Here is the 2-day lineup we have planned for you….

Wednesday, May 4 9:30am - 3:30pm Central Time

9:30- 10:30 PRE-CONFERENCE - "What You Need to Know" Coffee Talks

10:30 KICK-OFF TO ANNUAL CONFERENCE 2022

Keynote Speakers, Breakout Group Discussions
Tools to Use
PINNACLE AWARD WINNER ANNOUNCED

3:00 - ? HAPPY HOUR - "Get to know the Community" Networking & Fun

Thursday, May 5 10:30am - 3:00pm Central Time

10:30 WELCOME BACK TO DAY 2

Keynote Speakers, Breakout Group Discussions
Tools to Use
NEW HERITAGE DESIGN PROFESSIONALS™ CEREMONY

3:00 CLOSE

Because there are people in many time zones who will be enjoying lunch/dinner at different times, we are going to schedule the keynote speakers during a 2-hour time frame and the interactive sessions are before and after that. This will allow flexibility in when you chose to eat lunch and not be "on camera."

KEYNOTE SPEAKERS INCLUDE:
Brandon Stuerke, Next Level Advisors - CEO
Whitney Webb, Cresset- Managing Director, Family Governance
Marty Dutch, First Foundation

TOPICS:
Engaging the Next Generation
Using Technology to Attract and Retain HNW Clients
The Outcome Advantage
Tools to Use with Clients & Client Families

View Event →
Alignment Milestones: For Families, Businesses, and Organizations IN-PERSON Training Program
May
1
to May 2

Alignment Milestones: For Families, Businesses, and Organizations IN-PERSON Training Program

REGISTRATION is open!

ALIGNMENT MILESTONES: FOR FAMILIES, BUSINESSES, AND ORGANIZATIONS IN-PERSON TRAINING PROGRAM

MAY 1 -2, 2023

TIME: 8:00am - 5:00pm CT (Both Days)

LOCATION:

Dallas/Plano Marriott at Legacy Town Center 

7121 Bishop Road, Plano, TX 75024

During this session, you will experience and learn how to facilitate the Alignment Milestone that includes:

1) Creating alignment within the group

2) Identifying the group’s purpose

3) Identifying the leadership and communication styles within the group

4) Creating common vision

6) Identifying priorities and next steps

Your tuition includes the training program, the annotated agenda with scripts for the pre-meeting calls, coaching instructions, and the important logistics for the event, location, and steps post-meeting. You will have all the tools to hold a FAM at the end of the 2nd training day session!

New Attendees who register for Alignment Milestones on 5/1 & 5/2 will be able to attend our 1-1/2 Day Anniversary Conference & Celebration Dinner on 5/3 & 5/4 for FREE!

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Expand Your Practice VIRTUAL Session - FREE and Open to All
Apr
5
12:00 PM12:00

Expand Your Practice VIRTUAL Session - FREE and Open to All

EXPAND YOUR PRACTICE VIRTUAL SESSION

  • Open to All

TOPIC: Flourishing as Wealth Planning Continues to Evolve

we will be discussing some of the major shifts that have happened in the past 20 years. Gain a better understanding of what is happening and what you can do to move ahead in this exciting new era.

APRIL 5, 2023

TIME: 12:00pm - 1:00pm CT

CLICK HERE TO ADD THE WEBINAR TO YOUR CALENDAR

ZOOM DETAILS:

https://us02web.zoom.us/j/82847546178?pwd=ZVZSZmJhQUpQWmpYMG9neEZ5T05adz09

Passcode: 926315

View Event →
Better Listening, Better Questions, Better Relationships VIRTUAL Training
Mar
8
9:30 AM09:30

Better Listening, Better Questions, Better Relationships VIRTUAL Training

REGISTRATION IS OPEN!

Better Listening, Better Questions, Better Relationships VIRTUAL Training

TAKE YOUR PRACTICE TO THE NEXT LEVEL

MARCH 8, 2023

TIME: 9:30am - 4:30pm CT

VIRTUAL EVENT - up to 15 CE credits available when self-reported.

This training is for successful professionals who desire to build better and deeper relationships with their existing clients and take their practice to the next level. From this training, you will leave with practical tools you can use the next day, and it can pay for itself many times over with just one client.

The first part of your training experience begins with 4 videos (50-90 minutes in length). In these videos, Rod Zeeb, the Founder & CEO, will deliver the foundational content and give you several activities to complete before your 1-day LIVE virtual training.

View Event →
What’s Working! VIRTUAL Session - FREE for THI Community Members
Mar
2
12:00 PM12:00

What’s Working! VIRTUAL Session - FREE for THI Community Members

WHAT’S WORKING! VIRTUAL SESSION

  • Only for THI Community Members

TOPIC: Your engagement process

One of the keys to a successful practice is ENGAGING NEW CLIENTS.

Join us and share WHAT'S WORKING for you.  

  • How do you attract new clients (investment management, financial planning, or heritage)?

  • How do you successfully take them from being a prospect to a new client?

  • How do you shorten the decision-making process for them?

MARCH 2, 2023

TIME: 12:00PM - 1:00PM CT

View Event →
 

Heritage members link to Knowledge Vault Here