I picked up one idea that will likely translate into $240,000 additional revenue annually for my firm doing work I love to do with people I love doing it with!
Johnne Syverson, West Des Moines, IA

2017 Training & Events Schedule

Apply now for 2017 program: Heritage Design Professional™ Coaching Program 2017-2 HERE


DFW MARRIOTT, DALLAS, TX

September 25-26 (both days 8am-5pm)

HDP Year 3+ Coaching Group (for certified HDPs in good standing)

September 27-28

Better Listening, Better Questions, Better Relationships – OPEN

This training is for successful advisors 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.

More information and register HERE.

2017-2 HDP Group-Session #1

2106-1 HDP Group – Session #7


MARRIOTT SOLANA, WESTLAKE, TX (NEAR DFW)

October 18-20

Facilitating Effective Communication & Dynamics Program (FECD)    Session 3: Crucial Accountability training with Vital Smarts                           Learn more HERE


MARRIOTT SOLANA, WESTLAKE, TX (NEAR DFW)

November 7-8

Alignment Days Training (Family, Business, Organizations)  – OPEN

This training program was first developed for holding 1-day Family Alignment Days®. However, we soon found that this model was also extremely effective when working with businesses and other organizations. So, we have expanded the training to include families, businesses and other organizations.

During the first day of this training we will take the group through a Family Alignment Day® as if you are one big, blended, semi-functional family. On the second day of this training, you will learn the nuances, transitions, and modifications you will make when working with a business or organization. You will also learn business models, marketing and pricing for these services.

Read/download this PDF for more information

Register HERE

2017-2 HDP Group – Session #2

2nd Chair Training for Alignment Days (need invitation from HDP or FAD certified) Download registration form HERE
 


MARRIOTT SOLANA, WESTLAKE, TX (NEAR DFW)

February 26-March 2, 2018

Annual Meeting Week Events                                                                                 February 26-27 (Monday-Tuesday, ends at noon Tuesday)                               HDP Year 3+ Coaching Group (for certified HDPs in good standing)

The Heritage Institute's Annual Meeting & Awards Dinner

Tuesday, February 27, 2018 1:15 PM – Wednesday, February28, 4:00 PM         All are welcome to register and join us, members, guests and friends! 

Day 1: 1:15 PM-5 PM                                                                                 Awards Dinner-Tuesday evening 6:30-9 PM

Day 2-8 AM - 4 PM

Register HERE


MARRIOTT SOLANA, WESTLAKE, TX (NEAR DFW)

MArch 1-2,(Thursday-Friday) 2018

Better Listening, Better Questions, Better Relationships(During Annual Meeting Week)

This training is for successful advisors 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.

Register HERE

2018-1 HDP Group-Session #1                                                                   

2017-2 HDP Group-Session #3


MARRIOTT SOLANA, WESTLAKE, TX (NEAR DFW)

May 7-8, 2018                                                                                       

Alignment Days Training (Family, Business, Organizations)  – OPEN

This training program was first developed for holding 1-day Family Alignment Days®. However, we soon found that this model was also extremely effective when working with businesses and other organizations. So, we have expanded the training to include families, businesses and other organizations.

During the first day of this training we will take the group through a Family Alignment Day® as if you are one big, blended, semi-functional family. On the second day of this training, you will learn the nuances, transitions, and modifications you will make when working with a business or organization. You will also learn business models, marketing and pricing for these services.

Read/download this PDF for more information

2018-1 HDP Group-Session #2                                                                      2017-2 HDP Group-Session #4                                                                         2nd Chair Training for Alignment Days (need invitation from HDP or FAD certified)


September 26-27, 2018 (Mon-TueS ends at 4 PM), TX

HDP Year 3 + Coaching Group (for certified HDs in good standing)

2017-2 HDP Group-Session #5

September 28-29, 2018 (wed-thurs ends at4 PM)

Better Listening, Better Questions, Better Relationships-OPEN

 2018-2 HDP Group-Session #1

 2018-1 HDP Group-Session #3


November 7-8, TX

Alignment Days Training (Family, Business, Organizations)  – OPEN

This training program was first developed for holding 1-day Family Alignment Days®. However, we soon found that this model was also extremely effective when working with businesses and other organizations. So, we have expanded the training to include families, businesses and other organizations.

During the first day of this training we will take the group through a Family Alignment Day® as if you are one big, blended, semi-functional family. On the second day of this training, you will learn the nuances, transitions, and modifications you will make when working with a business or organization. You will also learn business models, marketing and pricing for these services.

Read/download this PDF for more information

2018-2 HDP Group-Session #2

2nd Chair Training for Alignment Days (need invitation from HDP or FAD certified)

2018-1 HDP Group-Session #4


Save the Date!                                                    February 25-March 1, 2019

2019 Annual Meeting Week

Location TBD

 

             

See our recommended Reading List HERE