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Up, Up, and Away!

Training and Education Any Way You Want It

As unique individuals, we all require distinct bridges to help us reach the places we hold in our aspirations, dreams, and hopes. There are so many opportunities to improve and grow.

Getting-Started Training Forums

Advisors and their assistants can benefit from hands-on experience with technology, processing business, and compliance.

More Training & Growth Opportunities

  • Investment Advisory Academies 101 & 201
  • Coaching Programs
  • Webinars spanning a wide variety of topics 

Enjoy, Network, and Learn

Business Builders

This advisor-focused educational, training, and networking event is an invaluable meeting for advisors. Information beneficial for the majority of attendees will be presented to the entire audience from the main podium; breakout sessions will be offered for individuals to customize their business building experience. Particularly critical for today’s financial advisor will be the tracks providing broad-based post-DOL environment education all the way to how ProEquities will respond. Presentations can include commentary on today’s economy, the importance of branding and getting your message to clients, and how to build and sustain your practice.

The Elite Summit

An annual recognition and rewards celebration for those advisors who attain high levels of performance. We will reflect and collaborate on our successes and performance over the previous 12-month qualification period from January 1 – December 31 as well as look toward our future. Held in both domestic and international locations, our commitment is to offer a more intimate setting for advisors and their guests providing “that royal feeling” in a warm, conversational manner. This exclusive group of advisors will have an opportunity to build closer relationships with fellow peers and the ProEquities leadership team while creating unforgettable memories from our experiences.

Unlimited Topics

Let us know what you wish to hear about and discuss. Some of the topics we’ve covered in the past include:

  • Marketing Your Business
  • Latest Product Updates
  • Best Sales Practices
  • Niche Market Platforms
  • Technology Today
  • Compliance Initiatives

You Tell Us. We Listen. We Deliver.