Regularly engaging in practice management through education and training helps you strengthen your business process and client relationships. We recognize that our number one job 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 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 serve in their best interest.

Training Events

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 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.

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.

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 all can come together when you partner with Gradient Investments.

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

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.

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

Whether we like it or not, our industry is changing. You need to change with it, but you don’t have to go through the transformation alone. By attending RIA University, we will give you the tools you need to transition your practice and prepare for the future by becoming an investment advisor and acting as a fiduciary to your clients.

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. You’ll gain insight into the top regulatory trends that can help you protect and build your practice.

Social Security University

Not everyone is a Social Security expert, and you can’t be one overnight. But, with this powerful training event, the answers you need to truly serve and protect your clients will be at your fingertips. At Social Security University, you learn to educate people nearing retirement to better understand Social Security.

Gradient Financial Group and its affiliated companies are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions.