Training & Education

Practice Management

Training & Education

Training

We understand your time is best spent engaging with your clients. As a seasoned financial advisor, you’ll find our training is always focused and efficient. We provide relevant, timely training sessions for both you and your assistants to learn our systems and processes. The objective is to help you:

Put our suite of tools and services to work quickly to gain competitive advantage
Web enable your practice to benefit from efficiencies and additional marketing opportunities
Become familiar and efficient with our back-office procedures and paperwork

Throughout the training process, we make sure it’s business as usual for you and your clients. That’s our commitment and we follow through on it.

Education and Professional Development

We work with our partners to provide you with a regular schedule of educational events. Topics include products and services, sales and marketing and business policies and procedures. Our goal is to help you make the best decisions to run your practice successfully.

Learn more about joining GP Wealth

Call Me Today!
1.800.608.7707

Peter Evenson
VP Business Development

When I first considered moving my book to GP Wealth, I was concerned about the potential for disruption to my business. However, the GP Wealth transition team quickly allayed my concerns. They knew exactly what they were doing and were responsive to all my requests. The transition was handled extremely professionally and my practice has benefited ever since.
J. Gregory Goldsworthy
CFP
GP Wealth Management
I received fantastic support from GP Wealth's transition team when I moved my book over. They were fully involved in all aspects of the process — from document preparation, to follow-ups, to reconciliation of the "before" and "after" picture. Within 6 weeks, the transition was complete to the total satisfaction of my clients, and myself.
Peter Laba
Financial Advisor, Vice President
GP Wealth Management
The principals at GP Wealth are former advisors, and it shows, because they're great at walking the walk, not just talking the talk. I appreciate that everyone in the company is customer-focused and has an entrepreneurial mindset. They always make an effort to provide me with the best service possible. It's been a pleasure to work with such a focused and capable team.
Peter Buren
CFP
GP Wealth Management
GP Wealth has distanced itself from other dealers by the way it treats us as individuals. I don't feel like I'm just revenue to them, and they never try to influence where I place my clients' funds. To the contrary, I'm free to be the kind of advisor I want to be, and they look for ways to support me. Our relationship is a business partnership in the best sense of the term.
Roberto Montemurro
Financial Advisor
GP Wealth Management
In the financial planning field, you can't rest on your laurels. It's important to be on the ball and always looking for better alternatives. GP Wealth has an advisor committee through which we as advisors have a say in how the firm is run. The atmosphere is inclusive and collaborative – it's nice to be part of an organization that listens and responds.
Les Szilagyi
Financial Advisor
GP Wealth Management

Practice Management