Overview
Our programs are designed for you to expand your practice, deepen your expertise and educate your clients. Discover innovative strategies for building your business, creating a high-performing team and enhancing your leadership skills.
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Key literature
Formulating a strategic plan
This two-part program is designed to provide leaders with a seven-step process to building an effective strategic plan. In part one, you’ll analyze the current state of your practice and develop a strategic vision. In part two you will be creating your strategic priorities, goals and projects.
Leveraging LinkedIn
Our trainers can help financial professionals with the biggest opportunities on LinkedIn including intergenerational wealth transfer, rollovers, targeted warm referrals, client engagement and asset retention. We can also help you find your next best client through advanced search features and Sales Navigator premium tools.
Intergenerational planning and communication
Facilitates ideas to bridge the gap and become a key advocate to clients’ families for generations to come. Explore valuable tools and resources to connect with the next generation.
Hidden costs of aging
It's exciting to think of a retirement pursuing a bucket list of travel, adventures and hobbies and then leaving a healthy estate to loved ones. A financially secure retirement is the culmination of years of planning, work and savings. This program offers research and perspective on the costs associated with age-related care and housing and practical guidance on how those expenses can impact a retirement financial plan.
Connecting with the changing faces of wealth
The Changing Faces of Wealth: Dimensions & Insights® program was created to help financial professionals continue to develop meaningful connections and initiate important conversations with the evolving dimensions of investors. Franklin Templeton, in partnership with Chadwick Martin Bailey, surveyed and interviewed over 2,300 individuals.
Time management
Minutes matter is not your typical time management training course. Rather than focusing solely on all-too-common tips and techniques, this innovative program takes a transformative approach by building new habits and providing actionable intelligence to help you redeem your time.
Professional Development programs
For a complete list of programs, please select below.
Partner together
Important Information
This communication is general in nature and provided for educational and informational purposes only. It should not be considered or relied upon as legal, tax or investment advice or an investment recommendation, or as a substitute for legal or tax counsel. Any investment products or services named herein are for illustrative purposes only, and should not be considered an offer to buy or sell, or an investment recommendation for, any specific security, strategy or investment product or service. As a financial professional, only you can provide your customers with personalized advice and investment recommendations tailored to their specific goals, individual situation, and risk tolerance.
Franklin Templeton does not provide legal or tax advice. Federal and state laws and regulations are complex and subject to change, which can materially impact your results. Franklin Distributors, LLC. Member FINRA/SIPC. (FD, LLC) cannot guarantee that such information is accurate, complete or timely; and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information.