TAPP® - The Advisor Partnership Program Courses

As team members, what we think we communicate and what others hear can be very different. The FIRO-B coaching program distinguishes the difference between how you perceive your self and how others perceive you. This program will help leaders or teams elevate three essential communication traits, Involvement, Influence, and Connection, improving communication within teams and with clients alike.

This two-part program is designed to provide leaders with a 7-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. (full or half-day).

This course focuses on increasing the effectiveness of communication within your team and maximizing the use of various team meeting strategies to obtain the goals of your practice.

Myers-Briggs Type Indicator® Workshops
Conflict occurs in all aspects of our lives. While it can lead to positive outcomes, many people tend to focus on its more negative side. Therefore, it makes sense to develop skills that will enable you to manage conflict as effectively as possible. This program is designed to help leaders and teams understand their five different conflict styles and how to leverage each style to increase productivity and working relationships. (2 hours)

Myers-Briggs Type Indicator® Workshops
This workshop aims to improve your awareness of self and others, and to use personality differences constructively to improve personal interactions and team performance. (2 hours)

This workshop focuses on helping your team craft a message to communicate the overall value of the team to clients. Our goals is for you to create a message that is repeatable, not just for you, but for your clients.

In this course, you will learn how to use LinkedIn to build your personal brand and business. We will provide practice tips and best practices to help you optimize your LinkedIn Profile, engage with your target audience and power up your prospecting.

Learn how to optimize the biggest opportunities on LinkedIn, including intergenerational wealth transfer, rollovers, targeted warm referrals, client engagement, and asset retention. We’ll help you find your next best client through advanced search features and Sales Navigator premium tools.

Learn new approaches for client acquisition and asset gathering. In this interactive session, we will go over timely wealth management ideas with actionable planning strategies, as well as practice management ideas to uncover new relationships, such as charitable organizations, the rollover market, business owners, corporate executives, high net-worth clients.