Advisor Academy

Course 5: Putting It Into practice

Course

A 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

Course 4: Vision: Values, Purpose, and Roles

Course

A 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.

Course 3: Legacy Work

Course

An 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

Course 2: Values

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A 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.

Course 1: Foundation

Course

An 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

Advisor Academy

Course