Training and Support

Move Forward

Moving your firm forward means making sure your staff is constantly advancing. That’s why we’re there with the support and award-winning* training that ensures your advisors deliver an entirely dynamic experience to clients. Our support includes:
  • Convenient, on-demand, video-based, gamified training.
  • Curated video coaching for advisors available 24/7.
  • Live, interactive training sessions led by executive coaches.

Improve staff engagement. Stay competitive.


FinLife Bootcamp

Attend an interactive, multi-day training session hosted at our Dallas hub featuring seminar-based instruction, interactive exercises, and live role-playing.

Coaching Resources

Supplement your training with virtual, executive coaching and feedback. We offer firm strategy discussions and real-time coaching on advisor and client meetings.

Guidance Team

Want to regain time to focus on revenue-producing activities? Our dedicated guidance specialists support your advisors in uncovering opportunities and strategies as well as financial planning research, analysis, and recommendations.

Ready to learn more?

Attend a Demo


*United Capital won the 2018 Lenny Award for Best Partner Training Program, as well as gold for best micro-learning, Training Magazine 2017 eLearning Design Challenge.