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Training and Workshops

Propel Advisor Growth.
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We Hear Leaders Say...

We need to simplify the first 90 days for new advisors.
Advisors need support in discovering & articulating their WHY.
We need a phased approach to marketing training that provides direction at key milestones in an advisor's journey.
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How We Help...

Our agency and new advisor workshops are crafted to engage advisors and tackle their most pressing challenges head-on. Don’t see exactly what you need? We also offer customized training sessions tailored to meet the unique needs of your team.

Agency Workshops

A STRATEGIC MARKETING PLAN

The Powerful Business Secret of Top-Performing Teams
You excel in planning, but is your marketing aligned with your business goals? In this session, we'll show how successful firms connect marketing with business needs and share processes for effective execution. Move beyond random tactics and build a strategic, integrated approach.

Key Learning Outcomes
  • Align marketing tactics with business goals.
  • Identify and implement effective marketing processes.
  • Develop an integrated marketing strategy.
    • A Strategic Marketing Plan
    A STRATEGIC MARKETING PLAN

    The Powerful Business Secret of Top-Performing Teams
    You excel in planning, but is your marketing aligned with your business goals? In this session, we'll show how successful firms connect marketing with business needs and share processes for effective execution. Move beyond random tactics and build a strategic, integrated approach.
    A Strategic Marketing Plan

    “Simple, streamlined direction and education around marketing tactics. Well-presented.”

    “It was thoughtful, informative, and took into account what we are already doing to provide even more tailored value.”

    BRAND-BUILDING: BEYOND A NAME AND LOGO

    Maximizing Your Investment for the Ultimate Long-Term Value
    Whether you've already created your DBA or considering taking this step, join us to learn how to build your brand in three clear steps. We'll help you avoid pitfalls, set yourself apart in the market and reinforce your clients' trust, loyalty, and advocacy.

    Key Learning Outcomes
  • A step-by-step guide to building a memorable brand.
  • How to avoid common mistakes.
  • Branding Phases: Preparation, Launch, and Maintenance
    • BRAND-BUILDING: BEYOND A NAME AND LOGO

    Maximizing Your Investment for the Ultimate Long-Term Value
    Whether you've already created your DBA or considering taking this step, join us to learn how to build your brand in three clear steps. We'll help you avoid pitfalls, set yourself apart in the market and reinforce your clients' trust, loyalty, and advocacy.

    “I received actionable advice that will take my personal branding to the next level.”

    “Great information! An eye-opener on how important it is to work on your branding. Be specific on who you want to work with, and be clear on your messaging and your differentiator.”

    BETTER THAN THE REST: BRANDING WORKSHOP

    Developing Your Unique Brand
    Discover, cultivate, and elevate your personal brand, break free from the sea of sameness, and become magnetic to the people you actually want to attract.

    Key Learning Outcomes
  • Uncover your key differentiators.
  • Hone in on who you most want to work with.
  • Build captivating messaging to break through the noise.
  • Layer it all together to bring your authentic brand to life!
    • Better than the Rest - Develop Your Unique Brand
    BETTER THAN THE REST: BRANDING WORKSHOP

    Developing Your Unique Brand
    Discover, cultivate, and elevate your personal brand, break free from the sea of sameness, and become magnetic to the people you actually want to attract.
    Better than the Rest - Develop Your Unique Brand

    “Far exceeded my expectations. The best workshop I have experienced in my 25 years with NM!”

    “Inspiring! I really needed this for my business and just needed to really think about who I am and who I work with so I can set out helping others.”

    “This was engaging and thought-provoking. Helps lay the ground work for positioning ourselves mentally and through our platforms.”

    “Informative, and I like the interaction! Definitely got me more engaged on how to approach my own brand.”

    Win the Business: HOW TO CRAFT a capabilities deck that works.
    WIN THE BUSINESS

    How to Craft a Capabilities Deck that Works
    While a good capabilities deck is an essential marketing tool, few firms take the time to create something truly magnetic. In this session, we discuss why it's valuable, when to use it, and what to include (and omit).

    Key Learning Outcomes
  • Learn the value of a targeted capabilities deck.
  • Discover when to introduce your deck for the greatest impact.
  • Utilize our template to create messaging that converts prospects.
    • Win the Business: HOW TO CRAFT a capabilities deck that works.
    WIN THE BUSINESS

    How to Craft a Capabilities Deck that Works
    While a good capabilities deck is an essential marketing tool, few firms take the time to create something truly magnetic. In this session, we discuss why it's valuable, when to use it, and what to include (and omit).

    “That was a wonderful session. It was highly educational, but also short and sweet. The speaker was engaging and personable. Thank you for sharing – this will be of great value to my team.”

    “Great topic! The info to narrow our focus has been brought up many times before, but this helps drive home the message that we need to define our specialty. We can’t be everything to everyone.”

    ELEVATING & INSTITUTIONALIZING YOUR CLIENT EXPERIENCE

    For the Ultimate Long-Term Practice Growth
    Whether you're deep into your career or are just establishing your financial planning practice, join us for a discussion on building a client service experience that transforms clients into advocates and propels your firm’s success for years to come.

    Key Learning Outcomes
  • Discover how to connect beyond the financial plan.
  • Learn how to elevate your service to exceed client expectations.
  • Create strategies for a consistent, high-quality client experience.
    • Elevating & Institutionalizing Client Experience
    ELEVATING & INSTITUTIONALIZING YOUR CLIENT EXPERIENCE

    For the Ultimate Long-Term Practice Growth
    Whether you're deep into your career or are just establishing your financial planning practice, join us for a discussion on building a client service experience that transforms clients into advocates and propels your firm’s success for years to come.
    Elevating & Institutionalizing Client Experience

    “Super helpful for a new AFR trying to get two FRs organized.”

    “Darcy is awesome! She did a great job of highlighting the benefits of having a client experience process, and touching on things that I need to implement in my business.”

    NEXT LEVEL PROSPECTING

    Stop Recycling the Client Ask
    It's time to start prospecting smarter, not harder, by leaning into your natural tendencies for a more authentic prospecting experience. This session presents a multitude of ways to create natural prospecting opportunities and to facilitate, instead of asking for, client referrals.

    Key Learning Outcomes
  • Learn how to break the cycle of incessant prospecting.
  • Discover the four prospecting profiles.
  • Develop your prospecting strategy for success.
    • NEXT LEVEL PROSPECTING

    Stop Recycling the Client Ask
    It's time to start prospecting smarter, not harder, by leaning into your natural tendencies for a more authentic prospecting experience. This session presents a multitude of ways to create natural prospecting opportunities and to facilitate, instead of asking for, client referrals.

    “Absolutely LOVED the Next Level Prospecting Workshop today! So many great ideas provided and personalized recommendations to grow the business.”

    “Darcy is always so informative and offers insight that I wouldn’t think of on my own!”

    “This was super beneficial, especially in the sense that it helped me identify what kind of personality I have for prospecting.”

    New Advisor Workshops

    LINKEDIN MARKETING

    For Credibility, Confidence, and Exposure
    Join us for an engaging session on LinkedIn marketing: profile optimization, effective prospecting, and posting strategies. Whether you're looking to enhance your credibility, connect with key prospects, or build a stronger personal brand, we'll transform your digital presence on this key social platform.

    Key Learning Outcomes
  • Overhaul your LinkedIn profile to establish immediate credibility.
  • Learn how to build trust without being transactional.
  • Learn to share content that resonates with your audience.
    • LinkedIn Marketing
    LINKEDIN MARKETING

    For Credibility, Confidence, and Exposure
    Join us for an engaging session on LinkedIn marketing: profile optimization, effective prospecting, and posting strategies. Whether you're looking to enhance your credibility, connect with key prospects, or build a stronger personal brand, we'll transform your digital presence on this key social platform.
    LinkedIn Marketing

    “Love this session! Learned a lot about the fine-tuning my LinkedIn, and I appreciated the advice on our current pages.”

    “I had an idea of what LinkedIn and social media could do to benefit my business, but this meeting went into more depth and gave more insight into what I could do and how beneficial they could be in the short and long-term.”

    “Learning about how we can engage our LinkedIn profile was truly intriguing. Prospecting and posting has a new meaning to me, and I plan on being way more intentional about these things.”

    “Extremely helpful. Since I am new to social media I didn’t really know where to start. I now feel like I have direction in my LinkedIn marketing.”

    Website Marketing: Keep the Meeting
    WEBSITE MARKETING

    Keep the Meeting
    Learn how foundational marketing tactics can create a significant impact on your business. As a financial advisor or business owner, your online presence is crucial in shaping first impressions and retaining meetings. Join us to make your website a powerful tool for client engagement and retention.

    Key Learning Outcomes
  • Discover how your website influences credibility and perception.
  • Understand how to use your website to establish relevance.
  • Learn how to promote your website effectively.
    • Website Marketing: Keep the Meeting
    WEBSITE MARKETING

    Keep the Meeting
    Learn how foundational marketing tactics can create a significant impact on your business. As a financial advisor or business owner, your online presence is crucial in shaping first impressions and retaining meetings. Join us to make your website a powerful tool for client engagement and retention.

    “Very informational – helped teach me things I didn’t know about how our sites worked and how a Google search finds the pages.”

    “Darcy did an awesome job interacting and explaining the benefits of a good website. Great session.”

    “This session was very helpful. It opened up the possibilities and opportunities to take advantage of when it comes to our personal websites. This is something I want to focus on more.”

    "We implemented Whole Growth Partners training sessions with Darcy in 2022 and have been pleased with the content and results. Reps who may never have worked on their social media and websites on their own received actionable advice that they were able to implement immediately. The sessions are engaging, interactive, and Darcy provides value to new reps and veterans alike. Our reps have a better understanding of the importance of personal branding and how to effectively use LinkedIn. These strategic marketing sessions have been a value add to our reps and our Network."
    Training Attendee
    "I don't have a ton of knowledge in marketing, so it was all helpful on how to better display and portray myself and business."
    A Strategic Marketing Plan Attendee
    "Very insightful and offered great advice that I can apply immediately. I'm excited to see how it works out!"
    Brand-Building Attendee
    "Really got me thinking about things I've kind of been putting off. Definitely VERY helpful."
    Training/Coaching Attendee
    "The training was very clarifying as to certain aspects of online marketing and establishing credibility as an entrepreneur. Much obliged to Darcy for taking the time to teach us."
    A Strategic Marketing Plan Attendee
    "This training was helpful from start to finish. Focusing on the things I should be doing that I wasn't, and what bests practices are to get the best results."
    Training Attendee
    "Brought new perspective to something that I thought I had a pretty good grasp on already."
    Brand-Building Attendee
    "Thank you so much, Darcy! I appreciate the refresher on this and the way that you walk through building marketing materials - and the way you encourage engagement for people that tend to observe."
    Better than the Best Attendee
    "Every time I go to these trainings I learn something new that helps drive my business forward. Thank you guys!"
    Website Marketing Attendee
    "I enjoyed going through the activities. I think it will be even more beneficial to go through them again as I get further into building my business. Thank you!"
    Training Attendee
    "Super helpful. Very informative, but not too much at once! Great real-life examples and suggestions."
    Training Attendee
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