TAKE YOUR TEAM TO THE NEXT LEVEL

Branch meets you and your team where you are.  Need an offsite team building workshop?  No problem.  Too many shedules to coordinate?  Branch will come to you.  Are you an advisor who understands the value in partnering with other experts?  Our online training program works one-on-one with you to help you reach your goals.
CALL US AT (919) 755-3051 TO LEARN HOW WE CAN HELP YOU EXCEED YOUR ANNUAL GOALS.  

BRANCH WEALTH PARTNERSHIP PROVIDES:

  • A step-by-step action plan for a streamlined approach to forming permanent partnerships with CPAs that will help you build a practice of great clients.
  • Guided Implemented
  • One-on-One Coaching
  • Classroom Training Modules
  • Customized materials to help you form powerful and lucrative partnerships for both the Financial Advisor and the CPA.
 
BRANCH TRAINING IS ENGAGING AND EFFECTIVE

BRANCH TRAINING IS ENGAGING AND EFFECTIVE

We have banished the boring training seminar.  At Branch, we keep it fun and simple, and we don't believe in reinventing the wheel.  We handle all the details, by giving you everything you need to move quickly through prospecting your first CPA to forming a legal partnership - in under a year. 

 

 
OFFSITE TRAINING: WHEN YOU ARE READY TO TAKE YOUR TEAM TO THE NEXT LEVEL.

OFFSITE TRAINING: WHEN YOU ARE READY TO TAKE YOUR TEAM TO THE NEXT LEVEL.

Every team is different.  Which is why we deep dive into your shop - learning about your strengths, weaknesses, growth goals, recruiting needs and more.  We customize training to make every minute count.  Whether you need one day or one-on-one training, we coach you to success. Conveniently located in the Research Triangle Area, we are minutes from RDU International Airport, Downtown Raleigh, Durham and Chapel Hill. 

 

 
WE MAKE HOUSE CALLS

WE MAKE HOUSE CALLS

Let us supercharge your in-house training with a new set of eyes.  We provide classroom training, individual coaching, and tools to help every manager turn their team into superheroes. We bring our know-how to your office with a strategy to empower your Advisors and maximize your bottom line.  Our digital learning center offers video and written coaching combined with our re-brandable marketing materials so all the players can hit the ground running.