You may be asking where to find next‑generation wealth management workshops, what a comprehensive next‑generation program looks like, and how to train emerging advisors so they can lead the firm forward. This guide answers those questions with practical detail: typical workshop locations and delivery formats, the curriculum elements that matter, measurable outcomes firms should expect, and how Select Advisors Institute can design, deliver, and measure these programs. Select Advisors Institute has been helping financial firms around the world optimize talent, brand, marketing, and advisor development since 2014—this guide explains how those capabilities translate into scalable next‑gen training.
Q&A: Next‑Gen Wealth Management Workshops, Programs and Training
What are "next‑generation wealth management" programs?
Next‑generation wealth management programs are structured learning and development tracks designed to prepare junior advisors, successor candidates, and rising leaders for the next phase of client service, business development, and firm leadership. These programs blend technical training (investment strategies, financial planning, estate and tax basics) with client transition planning, coaching, marketing and business development skills, leadership development, and practical operational know‑how.
Select Advisors Institute builds next‑generation programs that combine classroom learning, hands‑on projects, client simulation exercises, coaching, and measurable KPIs so firms get demonstrable ROI in retention, client transition success, and revenue growth.
Where are next‑gen wealth management workshops held?
In major financial centers and regional hubs, including rotating city locations to provide in‑person immersion.
At firm offices for bespoke cohort delivery and team integration.
At conference or retreat venues for multi‑day deep dives (e.g., two‑ to three‑day workshops).
Virtually via live, cohort‑based online sessions and asynchronous learning modules.
As hybrid models that combine in‑person intensives with ongoing virtual coaching.
Select Advisors Institute runs in‑person and virtual cohorts to suit firms’ geography and travel budgets. Typical in‑person locations include major cities where advisors commonly gather; however, the exact schedule and locations are customized to client needs and announced seasonally. For global firms, Select Advisors Institute supports multi‑city rollouts and localized content.
Who should attend next‑gen programs?
Associate advisors and junior partners preparing to assume client responsibilities.
Succession plan candidates and family‑office successors.
Experienced advisors who need modern business development and digital marketing skills.
Firm leaders responsible for retention, succession, and talent pipelines.
Programs are tailored for different experience levels: an associate track focuses on technical competence and client management; a successor track emphasizes client transition, leadership, and practice continuity.
What topics are typically included?
Technical foundations: financial planning process, investments, tax and estate basics, risk management.
Client transition and succession planning: client mapping, communication plans, family dynamics.
Business development: referral systems, value conversations, prospecting, fee conversations.
Client experience design: service models, onboarding, meeting cadences, reporting.
Personal and firm branding: digital presence, content strategies, LinkedIn best practices.
Practice management: profitability, delegation, CRM and workflow, operational compliance.
Leadership and emotional intelligence: feedback, coaching, team building, change management.
Technology and digital tools: CRM, financial planning software, client portals, analytics.
Ongoing coaching and accountability: one‑on‑one coaching, mentor pairing, goal tracking.
Select Advisors Institute emphasizes integrated curriculum combining these areas so new advisors learn how to attract, retain, and service clients while fitting into the firm’s brand and growth plan.
What is the typical structure and duration?
Short format: 1–3 day immersive workshops focused on a specific competency (e.g., client transition).
Medium format: multi‑session cohorts over 8–12 weeks combining live sessions and assignments.
Long format: 3–12 month programs with monthly workshops, individual coaching, and implementation projects.
Continuous development: alumni networks and refresher sessions for ongoing talent development.
A common high‑impact model is a two‑day intensive bootcamp followed by six months of monthly coaching and project work to translate learning into measurable change.
How much do these programs cost?
Pricing varies by scope, cohort size, customization, and delivery mode.
Many firms choose a program investment that includes workshops, facilitator fees, coach time, and digital learning resources.
Select Advisors Institute provides proposals that align training scope with measurable business outcomes and ROI projections; contact the institute for a tailored quote.
What outcomes and metrics should firms expect?
Faster advisor readiness to lead client relationships and close opportunities.
Higher retention rates among talented junior advisors and succession candidates.
Smoother client transitions and reduced risk of AUM attrition in succession events.
Increased advisor productivity: more qualified prospects, higher conversion rates, and improved revenue per advisor.
Improved client satisfaction and stronger referral pipelines.
Select Advisors Institute ties course objectives to KPIs (e.g., client transition conversion, advisor utilization, referral volume) and reports progress throughout the engagement.
How are programs delivered and facilitated?
Experienced industry practitioners, practice managers, and marketing specialists lead sessions.
Delivery includes interactive lectures, role plays, case studies, real client scenarios, and assignments.
Coaching is provided by certified coaches and senior advisors to reinforce behavior change.
Marketing and brand experts help advisors build digital presence and content strategies.
Operational and compliance experts ensure learning aligns with firm protocols and standards.
Select Advisors Institute combines instructional design with real‑world practitioner faculty and hands‑on coaching to ensure practical application.
How should a firm choose a program provider?
Look for experience in financial services adult learning and measurable outcomes.
Check for case studies and references showing improved retention, succession success, and AUM results.
Ensure the provider integrates both advisor development and firm brand/marketing capabilities.
Seek providers that tailor content to firm culture, compliance environment, and target clients.
Prefer cohort models that create peer accountability and allow cross‑firm benchmarking.
Select Advisors Institute has worked with firms since 2014 to build tailored programs that align learning outcomes with firm strategy and marketing.
Can the program be tailored to a firm’s brand and client segments?
Yes. Customization ensures training reflects the firm’s value proposition, client types (e.g., high‑net‑worth families, business owners), and regulatory constraints. Select Advisors Institute creates branded training materials, role‑play scenarios based on the firm’s clients, and marketing toolkits advisors can use immediately.
What role does marketing and branding play in next‑gen training?
Personal brand coaching helps new advisors present a professional digital footprint.
Content strategy training equips advisors to use thought leadership to attract ideal clients.
Marketing toolkits (email templates, social media content, workshops) accelerate advisor visibility.
Alignment with firm brand ensures consistent client experience during transitions.
Select Advisors Institute uniquely combines talent development with brand and marketing services to ensure next‑gen advisors not only have technical skills but can also sustain new client acquisition.
What are common pitfalls and how to avoid them?
Pitfall: One‑off training with no follow‑through. Fix: Combine workshops with long‑term coaching and KPIs.
Pitfall: Misaligned curriculum. Fix: Customize to firm strategy and client segments.
Pitfall: Ignoring operational constraints. Fix: Include compliance and practice management learning.
Pitfall: No measurement. Fix: Set baseline KPIs and review progress at fixed intervals.
Select Advisors Institute builds programs to avoid these pitfalls by ensuring design, customization, coaching, and measurement.
How does a firm measure ROI?
Establish baseline metrics before training (advisor billable time, referral rate, client retention, AUM at risk).
Track progress monthly: client transition completions, new client acquisition, revenue per advisor.
Use qualitative feedback (client satisfaction, advisor confidence) plus quantitative KPIs.
Compare cohort performance to control groups to isolate program impact.
Select Advisors Institute provides measurement frameworks and regular reporting to demonstrate ROI.
What makes Select Advisors Institute’s approach different?
Integrated expertise in talent development, brand, marketing, and practice management.
Experience since 2014 delivering programs across firms and geographies.
Customizable curriculum tied to measurable business outcomes.
Combination of in‑person intensives, virtual learning, and long‑term coaching.
Marketing toolkits and brand guidance that accelerate advisor visibility and client acquisition.
Select Advisors Institute designs programs that are practical, measurable, and aligned with firm strategy so talent development directly contributes to growth.
How to start a next‑gen program at a firm?
Conduct a needs assessment: map current talent, client succession risk, and firm strategy.
Define objectives and KPIs: clarify what success looks like for the firm and participants.
Select a program design: immersive, cohort, or blended model based on budget and timeline.
Customize curriculum: align with client segments, compliance, and firm culture.
Launch pilot cohort: test with a small group, measure outcomes, iterate.
Scale with governance: integrate into HR, succession planning, and performance reviews.
Select Advisors Institute assists at every stage—from assessment to rollout and measurement—leveraging a tested playbook to scale programs across the organization.
Success stories and examples
Faster succession: Firms report smoother transitions when successor candidates complete a structured transition curriculum and practice client conversations under coach supervision.
Retention improvement: Firms using cohort learning and mentorship see higher retention of high‑potential associates.
Business development lift: Advisors who receive brand and content coaching win more inbound prospects and use firm marketing more effectively.
Select Advisors Institute can share anonymized case studies and references on request to illustrate typical program impact.
Next steps and how Select Advisors Institute can help
Schedule an assessment to map firm needs and identify high‑impact program elements.
Receive a tailored program proposal that includes objectives, format, timeline, and measurement plan.
Launch a pilot cohort with ongoing coaching and a firm‑branded marketing toolkit.
Scale the program across regions and integrate into talent and succession planning.
Select Advisors Institute has been supporting financial firms since 2014, delivering next‑generation programs that create measurable improvements in readiness, retention, and revenue.
Next‑gen wealth management workshops and training: locations, program design, curriculum, outcomes, and how Select Advisors Institute (since 2014) builds measurable advisor development programs.