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Practice Management

Helping you strengthen your business process and client relationships.

Training & Development

Regularly engaging in practice management through education and training helps you strengthen your business process and client relationships. We recognize that our priority is to help you provide the highest level of care and service to your clients, which is why we host multiple events per month featuring the most relevant topics in the industry. Events are interactive so that you remain engaged during the entire course as you learn new concepts and best practices to immediately implement upon returning to the office. Also, industry experts and other top professionals share the processes they use to help empower and equip clients with strategies that service their needs.

Training Events

Each month, we host multiple events featuring the most relevant topics and progressive solutions in the industry. Your time away from the office will be an investment that pays for itself multiple times over.

Admin University

Gradient's Admin University is designed to educate and empower, while also illustrating best business practices to ensure you can fulfill your role with confidence, efficiency and with the insight needed to identify additional revenue possibilities. With the right systems and controls, you can increase firm revenue and overall growth.

Advance Life Insurance University

Advanced Life Insurance University is an opportunity to further refine your already successful life insurance skills and take your production to even bigger and better heights. At this exciting event, you’ll learn how to position life insurance in client appointments, leverage marketing campaigns that bring in high-net worth clients and build valuable and lasting relationships with other highly motivated professionals.

Elite Advisor Forum

The concepts, systems and strategies necessary to take your production from ordinary to extraordinary are all available to you at this event. Each is useful on its own, but when combined can power your practice like never before. When you are armed with the investment insight, experience of our team and several industry experts, you are unstoppable. Attend our annual Elite Advisor Forum to learn how it can all come together when you partner with Gradient Investments.

Finance University

Finance University is designed to upskill financial services professionals and their employees on managing small business finances with ease and accuracy. Spread among seven lessons, attendees will find sections including organizational set up, reporting and metrics, tax compliance, and more.

Gradient Evolve

Each year, our premier prospecting event travels to one of the country's top destinations and gathers together ambitious and talented financial services professionals who are eager to push themselves and their businesses to even greater heights. Gradient Evolve is led by top Gradient financial services professionals who provide attendees with the unique opportunity to hear about the tools, teams and technology that have truly impacted their business through their partnership with us.

Gradient Securities Annual Meeting

Gradient Securities Annual Meeting is an opportunity for you to be exposed to some of the year’s best sales, marketing and branding ideas to show consumers how to map out their financial success. As an invite only event, you’ll gain insight into the top regulatory trends that can help you protect and build your practice.
*This event is for Gradient Securities affiliated representatives and qualified prospects.

Life Insurance University

Life Insurance University is designed by producers, for producers, to ensure your clients' needs are always front and center. You learn prospecting and marketing concepts from industry leaders, plus learn more about life insurance with long-term care benefits, tax-advantaged retirement strategies, premium finance, and Fixed Indexed Universal Life.

Marketing University

Marketing University is invaluable for financial services professionals and their team members who are eager to gain knowledge on building a robust marketing strategy. This event will inspire insight into your brand and marketing and give new perspective to your team.

Million Dollar Minds Live

With Million Dollar Minds Live, you’ll hear directly from Rami T., who took his practice from modest production to out of this world success by organizing his business to be more efficient. This in-person training event includes workstations and roundtable discussions to arm you with tangible takeaways that you can implement right away to improve your processes to take your practice to the next level.

New Generation University

New Generation University® not only provides you with the tools and resources you need to meet your clients’ needs, but it also gives you the process you need to stay ahead of the industry. By attending New Generation University, you will learn how to leverage the New Generation Retirement® system so you can survive and thrive in today’s regulatory environment.

Operations University

At Operations University, you are provided the opportunity to leverage the operational infrastructure, human resource management, legal expertise, corporate structure and business succession planning that catapulted the Gradient Financial Group family of companies to become a leader in the financial services industry.

RIA University

RIA University provides powerful, hands-on classroom training to help you master the skills necessary to run a profitable assets under management (AUM) practice. Your focus is on money management strategies and transparent brand development that will help you serve your clients’ best interests and build a business of worth. You are exposed to firm administration topics including compliance, marketing solutions, record-keeping and state/SEC statutes and regulations.

Succession Planning University

Learn from the professionals who can show you how to make it happen, and gain access to resources that include data preparation and collection, business and marketing planning, a business valuation report, a comprehensive action plan, a template buy-sell agreement, financial and key metric tracking tools, a succession planning checklist, and more.The interactive format of Succession Planning University fosters roundtable discussions and dynamic interaction among your peers.

Women in Business

Women in Business is designed to bring successful women from our industry together to share their insights and experiences. Events will feature presentations, training as well as group and one-on-one conversations. Women in the financial services profession are thriving like never before and Women in Business is the perfect opportunity to hear new perspectives and mentor younger professionals. After all, it’s your industry too!