Ongoing Education
Training That
Pays for Itself
Gradient hosts multiple training events every month covering
the topics that matter most, from life insurance and RIA compliance
to marketing, operations, and succession planning.
Learn From the Best
Leave with something you can use Monday morning
Every event is designed to be interactive and immediately applicable, led by industry experts and top producers who share the strategies and systems they actually use. You’ll leave with new perspective and actionable takeaways, not theory, and not generic advice.
New Generation University
Built to grow your practice
the process
Proven process, start to finish
New Gen University is built around the New Generation Retirement Process®, a five-step system for guiding clients from the first conversation through a lasting, ongoing relationship.
TAUGHT BY PEOPLE WHO DO IT
Learn from advisors who’ve done it
Every step is taught by experienced Gradient leaders and specialists, and connected to the tools you already use, so you can put what you learn into practice right away.
BUILD THE BUSINESS
Build a business, not a job
Go beyond closing cases. New Gen University covers marketing, sales, operations, and leadership to help you build a practice designed to grow, scale, and transition. Go beyond closing cases. New Gen University covers marketing, sales, operations, and leadership to help you build a practice designed to grow, scale, and transition.
wide range of topics
Something for every stage of your practice
Something for every stage of your practice
Whether you’re building, growing, or planning for what’s next, Gradient’s ongoing education covers the full spectrum of what financial services professionals need to keep moving forward.
New Generation University
Our flagship training, built around the New Generation Retirement Process®. Learn the five-step system, the tools, and the mindset behind a complete client experience.
Series 65 University NEW
NEW
Series 65 University
Gradient Investments’ all-inclusive path to your Series 65 license. Four days of live, in-person instruction, with travel, lodging, meals, and a complete study package included.
Advisor Launch University
Get up and running on the New Generation sales process, with training in strategy, technology, and product education, plus the accountability to put it to work.
Office Launch University
Give your team the training to keep your office running smoothly. Cover operations, administration, and technology, from the basics to advanced, so they get the most out of every tool.
Retirement by Design University
Design retirements that address risk, Social Security, taxes, and healthcare. Leverage the Retirement by Design marketing and prospecting system to streamline your appointments and turn prospects into advocates.
Gradient Securities Annual Meeting
Meet your annual compliance requirement while gaining strategy and real-world tactics to stay competitive. Learn from top producers and exchange ideas in the producer panel and roundtable.
Life Insurance University
A deeper look at life insurance as a planning tool, covering products, positioning, and the proven sales conversations for more confident client discussions.
Advanced Life Insurance Forum
For advisors ready to go further with life insurance. Explore advanced strategies, case design, and fresh prospecting ideas built for more complex needs and larger opportunities.
RIA University
Everything you need to grow a fee-based practice, from advising as a fiduciary to building recurring revenue across a fuller spectrum of solutions.
training central
Thousands of hours, on demand
FOR YOU AND YOUR STAFF
From quick tutorials to full seminars
From short videos on a single technology tool to full-length seminar examples, Training Central gives you on-demand access to what you need, when you need it. It’s open to you and your entire staff, so your whole team stays current.