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On-Site Clinics & Speaking Engagements


Let’s customize the ideal content, training, and messaging for your team:

  • Granum Coaching Session for U5 Advisors (Ideal for monthly client builder trainings)

    • The Ripple Effect of Small, Incremental Changes

    • The Impact of Posting & Planning

    • Breaking Down the Ratios

  • Coaching Skills for LEAD/Leadership Development Sessions

    • How to Motivate Your FRs

    • Accountability 101

    • Influencing Skills (Listening, Asking Questions, Building Trust)

    • Facilitating Effective Client Builders

    • Coaching Diverse Advisors

  • On-Site Activity Coaching Clinic for Your Whole Team

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January 1

National Study Groups