Join the AdvisoryEDGE™ Forum!
The ONLY resource dedicated to helping you achieve Superior Client Meetings and TRUE ADVISOR status
Why Join the Monthly Forum?
Continuous Professional Development!
Every Month, You’ll Receive:
- AdvisoryEDGE™ Articles – PACKED WITH REAL-WORLD INSIGHTS
- Training Nuggets – STRATEGIES YOU CAN USE IN YOUR MEETINGS
- Podcasts – LEARN FROM EXPERTS AND PEERS
- Tools – job aids that help you hone your EDGE
You’ll Also Receive:
- Meeting Planning Tools – PREP FOR KEY CLIENT CONVERSATIONS
- Research Briefs – USE BEHAVIORAL SCIENCES TO MAKE BETTER MEETINGS
- On-demand Advisor Coaching – ASK OUR EXPERTS FOR MEETING MANAGEMENT TIPS
Cost is only $9 a month
AdvisoryEDGE™ Consulting
- On-demand Videos
- Workbook
- 90-minute application session with Dan
Join the monthly
AdvisoryEDGE Forum!
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Your membership includes our flagship
AdvisoryEDGE online training course!
These are some of the tools you get with your subscription
Research Briefs:
- Confirmation Bias
- Similarity and Affinity Bias
- Availability Bias
- Maslow’s Hierarchy of Needs
- Anchoring and Adjusting
- Fundamental Attribution Error
- Narrative Fallacy
- Dunning-Krueger Effect
Human Factors Planning Worksheets:
- Confirmation Bias Planner
- Anchoring and Adjusting Planner
- Availability Bias Planner
- Similarity and Affinity Bias Planner
Client Meeting Tools:
- Online Meeting Playbook
- Online Meeting Toolkit
- Client Meeting Planner
- 10 Ways to Hone YourAdvisoryEDGE