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DATE | March 17-18, 2026
A transformative learning experience for advisors ready to expand beyond technical expertise and evolve their client relationships. Grounded in the Stewardship Advisor Framework™, this hybrid program blends communication, emotional intelligence, and facilitation skills to help you guide families through legacy, transition, and complexity with presence and purpose.
Through two immersive in-person days, six biweekly 45-minute virtual sessions, and two personalized 30-minute coaching conversations, you will move from knowing to being, integrating practical tools with embodied practice, guided reflection, and accountability.
You will:
• Cultivate deeper trust and connection with clients
• Develop confidence and fluency in high-stakes conversations
• Build a foundation for purpose-driven advising in a new era
• Breathe life into your new future, starting now
DATE | March 17-18, 2026
A transformative learning experience for advisors ready to expand beyond technical expertise and evolve their client relationships. Grounded in the Stewardship Advisor Framework™, this hybrid program blends communication, emotional intelligence, and facilitation skills to help you guide families through legacy, transition, and complexity with presence and purpose.
Through two immersive in-person days, six biweekly 45-minute virtual sessions, and two personalized 30-minute coaching conversations, you will move from knowing to being, integrating practical tools with embodied practice, guided reflection, and accountability.
You will:
• Cultivate deeper trust and connection with clients
• Develop confidence and fluency in high-stakes conversations
• Build a foundation for purpose-driven advising in a new era
• Breathe life into your new future, starting now