Advisors to be Trained on Keeping Families and Their Assets Together Over Multiple Generations: The Heritage Institute Announces 2012's Advanced Training Academies

    PORTLAND, OR, May 18, 2012 /24-7PressRelease/ -- In a world where 9 out of 10 families fail to keep their unity and their assets together beyond a generation or two, delivering what matters most to families is an enormous challenge for advisors. The Heritage Institute (THI), the world's foremost authority on multi-generational planning, has announced their Advanced Training Academies' course dates for the second half of 2012. Heritage Institute academies provide concrete strategies, techniques and tools that professional advisors can put to work in their business immediately. They are based upon original research and real-world application, and they have been refined and proven through interactions with clients, advisors, non-profits and institutions across two decades.

The Heritage Institute's instructors have extensive experience in the private and /or non-profit sectors, and are national leaders in their fields. Past academy attendees have reported that the academy material and concepts were unlike any they had ever seen, and that their opportunities for meaningful participation were the best they have ever experienced.

"My success is a direct result of the skills I learned through The Heritage Institute's training academies. The "guided discovery" interviewing skills I learned allowed me to build deeper relationships with my clients by taking the money off the table and focusing on their desired outcomes. Knowing how to ask the appropriate next question allows the relationship with my clients to deepen, and affirms to them that I am putting them first." - Tom Fowler, WA

"The Heritage Institute's training has helped me to engage with my clients at new and deeper levels. From a business perspective, it has helped me increase my overall business revenue and to retain and add multiple generations of families to my practice." -Cameron Thornton, CA

A wide variety of training courses are available for anyone interested in learning more about the Heritage ProcessTM and keeping families together over the generations.

Clients Forever: An Introduction to The Heritage ProcessTM
Learn the options available for Heritage training, collaboration, or certification. You will discover why this '3rd element of planning' is the best model for ensuring multi-generational planning success. You will also see how this process fits with the other elements of planning to foster long-term family unity, prosperity, individual accomplishment and charitable involvement. This academy is interactive, and is packed with information that you can put to use in your business immediately. 7.5 CFP/CPE credits are available for this academy.
- June 14, 2012 - Anaheim, CA
- June 26, 2012 - Philadelphia, PA
- September 25, 2012 - Portland, OR

The Guided Discovery Process: Build Deeper Client Relationships TM
The Guided Discovery Academy gives you the knowledge, training and practical experience to be able to organize and conduct a successful interview with your first client. You will understand the dynamics of the process, you will be able to keep your clients focused and on task, and you will know how to use the information you gather to move forward in the planning process.
- June 21 - 22, 2012 - Dallas, TX
- September 27 - 28, 2012 - Portland, OR

Enrolling Academy: Enroll Prospects and/or Centers of Influence
We will teach you the enrolling conversation and techniques that you will use to enroll prospects and/or centers of influence. Although this curriculum was first developed to enroll individuals, families and other professional advisors into The Heritage Process, it is applicable to professional advisors no matter what services they offer. During this academy, you will develop and practice enrolling conversations and techniques that allow the prospect/client to identify their vision and needs to fill that vision, which allows you to provide a solution to a gap they have identified, rather than trying to sell them on a product or service you would like to provide to them.
- June 27 - 28, 2012 - Philadelphia, PA

Transformational Philanthropy Advanced Training Academy: Build Deeper Donor Relationships
"Transformational philanthropy" - a gift that has as profound an impact on the donor who makes it (and often their family) as it does on the organization receiving the gift. The transformation occurs not as a function of the size of the gift, but instead as a reflection of the passion behind the gift. During these two days, you will learn how discovering the passion of donors and helping them to fulfill those passions through philanthropy creates transformational philanthropy. Then you will learn how philanthropy can be developed and sustained for multiple generations with multi-generational planning that nurtures the family's commitment to ongoing philanthropy. Finally, we will examine the impact that transformational philanthropy can have on your practice and the organizations the donor supports.
- June 12 - 13, 2012 - Anaheim, CA
- November 14 - 15, 2012 - Dallas, TX

Heritage Days Advanced Training Academy
The Initial Heritage Day and Ongoing Heritage Days provide families with the tools and structure that is the difference between the 10% of families who are successful in keeping their family and assets together for multiple generations and the 90% who fail. You will learn how to facilitate these family meetings, and to mentor the families to continue long after you are gone.
- June 21 - 22, 2012 - Dallas, TX

Family Focus Forum Advanced Training Academy
To move a client(s) to personal significance the advisor brings INSIGHT, PERSPECTIVE, and WISDOM to the client's thinking. Coordination of these three elements is the primary focus of the Family Focus Forum. The advisor will lead the client(s) through a process that allows the client(s) to think differently than they have in the past and have a unique experience that will not be forgotten. This will be an experience that will lift them to a higher and better level of conducting their family affairs. Getting the client(s) to respond from the perspective of their soul takes special exercises and questions from the advisor!
- June 25, 2012 - Philadelphia, PA
- September 24, 2012 - Portland, OR

MAX: Identify and Focus on what is Most Important to You
Live a fulfilled life - on purpose. In part, this is about learning how to show up differently with clients, how to build more meaningful client relationships, and how to track your activities so you spend more time doing the right things with the right people. It is also about executing change intentionally while building true strategic relationships, and about managing conflict effectively. Make the difference you have always wanted to make in the lives of your clients, and achieve greater personal and professional significance, and more peace of mind.
- September 24 - 25, 2012 - Portland, OR

Encompass
The EnCompass Resources Peak Performance Process, developed and lead by John Cunningham, M.A teaches the embodiment of confidence and success. This patent pending technique enhances your ability to be at your best in working with families, clients, along with better addressing moments of upset or distress. This process will demonstrate a positive shift in self-esteem, techniques for adjusting mindset, and creating compelling outcomes for yourself and others. Past participants report an immediate and sustained increase in revenue and introductions.
- September 25, 2012 - Portland, OR

Exercises
You will learn how to organize and structure a family meeting, and then learn and practice several exercises you may choose to use at those meetings. The course materials include descriptions of over 35 exercises you can facilitate for families.
- September 27 - 28, 2012 - Portland, OR

Year 2
You will learn how to mentor each generation to create an intentional tradition that continues long after you are gone and provide families with the tools and structure that is the difference between the 10% of families who are successful in keeping their family and assets together for multiple generations and the 90% who fail.
- November 14 - 15, 2012 - Dallas, TX

Building and Facilitating Collaborative Teams: Build and Lead Teams of Advisors
You will walk out of the Collaborative Teams academy with the knowledge, training and practical experience to be able to organize and facilitate a team of professional advisors. You will understand the dynamics of the process; you will be able to keep your team focused on achieving the best outcomes for the client. You will know how to communicate the value of true professional team collaboration to your clients and colleagues.
- November 16, 2012 - Dallas, TX

Family Fund
The process of developing a Family Bank is one of the keys to long-term success of a multi-generational strategy for promoting family unity and development. By properly applying the principles the family financial legacy, as provided for in the Heritage Statement, can be achieved and maintained across generations. We will focus on three critical areas for the family, the objectives of each and ways to structure them for success: Capital Accumulation, Family Advancement, and Legacy Participation.
- November 16, 2012 - Dallas, TX

Tuition for all Advanced Training Academies is $1,000 per day. There is a 10% early registration discount for every academy. Several groups (broker-dealers, associations, etc.) have a group discount arrangement with The Heritage Institute. Please contact THI if you are not sure if your group has a discount relationship. Also, a limited number of scholarships are available to qualified applicants. Please contact THI directly for an application.

For more information, or to enroll in one of the Training Academies courses, please contact Lori Coonen at (920) 462-4534 or e-mail [email protected].

About The Heritage Institute
The Heritage Institute (THI) is a community of like-minded men and women dedicated to making a difference in the world. Members include professionals from a variety of financial, legal, insurance, non-profit and other advisory and client-service professions. THI created The Heritage ProcessTM to be a bridge between the 'products' of traditional planning (things like wills and trusts) and the hopes and dreams that parents and grandparents have for their family to be unified, productive and healthy for many generations. To achieve that goal, the family must learn to identify what matters most to them, how to work together, and how to equip succeeding generations to deal with the responsibilities and opportunities of both the financial and the emotional inheritances they will receive. Advisors trained to provide the Heritage Process(TM) are located in the USA, Western Europe and Brazil. For more information, visit www.theheritageinstitute.com.

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