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All your training, resources, and learning materials in one place.
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Course 5: Putting It Into practice
Course • 9 lessonsA hands-on application course designed to help advisors confidently use Total Family in real client relationships. Includes conversation examples, implementation strategies, onboarding guidance, and practical ways to integrate legacy work into adviso
Free
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Course 4: Vision: Values, Purpose, and Roles
Course • 9 lessonsA practical course focused on helping families define shared vision, purpose, and roles. Advisors learn how values connect to family identity, decision-making, and future planning while using the Total Family framework and platform tools effectively.
Free
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Course 3: Legacy Work
Course • 8 lessonsAn overview of legacy work and its importance in long-term family planning. This course introduces the emotional, relational, and generational aspects of legacy, helping advisors understand how to move conversations beyond finances into deeper family
Free
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Course 2: Values
Course • 8 lessonsA foundational course exploring personal and family values, why they matter, and how advisors can help families identify and articulate them. Advisors learn practical ways to introduce values conversations in a natural and approachable way.
Free
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Course 1: Foundation
Course • 7 lessonsAn introduction to Total Family’s philosophy, mission, and advisor experience. This course helps new advisors understand the purpose behind legacy work, how Total Family supports families, and the role advisors play in guiding meaningful conversation
Free
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Advisor Academy
Course • 41 lessonsFree
Advisor Growth Hub
A space designed to help advisors think bigger, lead with purpose, and grow through shared learning.
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Develop alongside a trusted network of peers committed to better advice and better outcomes.
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Build confidence in leading meaningful, values-based conversations with clients.
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Explore new ways to think about purpose, value, and long-term client impact.
Join our Community
Learn from forward-thinking advisors, industry visionaries, and subject-matter experts as they share real-world strategies, emerging best practices, and future-ready advisory models.
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FAQ
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What is the Visionary Advisor Learning Hub?
It’s a community-driven learning space designed to help advisors grow through shared knowledge, expert insights, and values-based planning practices.
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What kind of learning can I expect?
You’ll access advisor-led sessions, practical frameworks, discussions, and real-world examples you can apply directly to your practice.
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How is this different from traditional advisor training?
The focus goes beyond tactics—centering on purpose, values, collaboration, and human-first planning, not just products or compliance
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What types of events are included?
You’ll have access to live and virtual events, roundtables, and workshops focused on real-world advisory challenges and emerging ideas.
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Are coaching sessions available?
Yes, advisors can participate in small-group or guided coaching sessions designed to support personal growth and practical application.
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What courses can I take?