Never Start from Scratch.
Because admins deserve real training — from people who’ve actually done the work.
5-Star Service Digital Course
The 5-Star Service Training is a self-paced, professional development course designed to help your admin deliver high-level support in a financial practice. Created by a veteran admin with 12+ years of experience, it sharpens skills in communication, accuracy, and anticipation. With high-level support, your clients feel cared for, operations run smoother, and your time is freed up to focus on growing your business.
Custodian Platform Training
Transitioning to a new firm? Our one-on-one custodian platform training helps advisors and admin teams quickly get up to speed on account management, paperwork processing, reporting, and more. Led by experts who use these systems daily, you'll learn exactly how to navigate your new platform with confidence, including real-world workflows, quirks, and shortcuts that aren’t in the manual.