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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.

AUM Academy

AUM Academy 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.

Advanced Advisor University

Over the course of Advanced Advisor University, you learn the essentials of creating and nurturing your investment advisory business. Set in a small group format, the event is decidedly hands-on and practical. You are given best marketing and prospecting practices that help show you are the trusted investment advisor consumers need. Also, you learn how to shift from a commission-based practice to a fee-based practice where you are directly compensated for your knowledge, expertise and time.

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.

Gradient Roundtable

Gradient Roundtable is by invitation only, and an invitation is based on production and loyalty. Everyone in attendance will already be successful. They will have already proven their loyalty. They will be respected leaders. And collectively, the attendees of Gradient Roundtable will strategize how to succeed and how to win. Make your practice stronger when you attend Gradient Roundtable.

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.

KonnexME Academy

When you started your practice, your business infrastructure didn’t exist. You pieced together prospecting tools, data management, client communication and case design. Each component positioned next to each other, but not communicating … not connected. At KonnexME Academy, you learn the ins and outs of the KonnexME platform. Discover how to harness the power of this proprietary technology to improve your planning, practice management and ability to transparently serve your clients.

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, including life insurance appraisal, RMD opportunities, insurance arbitrage, tax-advantaged retirement strategies and premium finance.

Medicare University

Medicare University is a fast-paced and dynamic training event designed to refine and enhance your Medicare sales skills by highlighting tried-and-true best practices for converting curious prospects into loyal clients. In addition to building relationships with other Medicare pros, you’ll leave with a checklist tip sheet and the confidence you need to conduct engaging and informative Medicare appointments.

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.

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.