Up, Up, and Away!

Training and Education Any Way You Want It

As unique individuals, we all require distinct bridges to help us reach the places we hold in our aspirations, dreams, and hopes. There are so many opportunities to improve and grow.

Getting-Started Training Forums

Advisors and their assistants can benefit from hands-on experience with technology, processing business, and compliance.

Business Development University

Web-based continued education, practice management, and business growth

Niche Market Workshops

Including Investment Advisory Platforms, Direct Participation Products, and High Net Worth Strategies in locations such as Memphis, Austin, St. Louis, New Orleans, Dallas, Atlanta, and Chigaco

More Training & Growth Opportunities

Retirement Training 101 & 201
Direct Investment Jumpstarts 101 & 201
Fee-Based Academies 101 & 201
National Product Road Shows
Coaching Programs
Webinars spanning a wide variety of topics

Enjoy, Network, and Learn

National Business Builders

A 2 ½ day conference (production-based expense reimbursements) allowing peer and product sponsor networking along with advisor recommended presentations. Recent locations include:

San Diego (2010)
Atlanta (2009)
Dallas (2008)
Nashville (2007)
Charleston (2006)
San Antonio (2005)
Boston (2004)

Equity Leaders Conference

A 4 ½ day recognition awards conference spotlighting our top 100 advisors and their spouses on an all-expense-paid-trip to premier locations throughout the United States and Canada. Recent locations include:

Quebec City (2011)
Boston (2010)
Vancouver (2008)
Washington DC (2007)
San Francisco (2005)
Orlando (2004)

Direct Investments - Investment Advisor Conference

The Direct Investments/Investment Advisory Workshop is one of ProEquities’ most popular training events. Throughout
2 ½ days of scheduled programming, advisors are equipped with information, training, and tools they need in order to include Direct Investments and Investment Advisory products in their clients’ portfolios. A combination of general sessions with keynote speakers, breakout product presentations from sponsors, and peer-led advisor roundtables is used to create an atmosphere that facilitates learning and encourages dialogue.

Denver (2011)
New Orleans (2009)
Memphis (2008)
Austin (2007)
St. Louis (2006)
New Orleans (2005)
Dallas (2004)
Atlanta (2003)
Chicago (2002)

Unlimited Topics

Let us know what you wish to hear about and discuss. Some of the topics we’ve covered in the past include:

Marketing Your Business
Latest Product Updates
Best Sales Practices
Niche Market Platforms
Technology Today
Compliance Initiatives