Transition Options Advisor BundleBundle
Learn the fundamentals of transition readiness and acceleration and join a cohort of advisors in the Path to Success to learn how to work with owners in a more meaningful way.
Decision Dynamics Practitioner Training BundleBundle
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Our Certified Practitioner Training includes our Introduction to Decision Dynamics Course and the Decision Dynamics Practitioner Course.
Jumpstart Women's ForumBundle
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This powerful bundle is the perfect next step for growing or restructuring your value acceleration and transition planning practice. Designed with the needs of women advisors and clients in mind.