Live Training & Events

Learn, Connect, and Grow at Prosperity Capital Advisors Events

What does success mean to you? Is it growing your client base? Expanding your firm’s reach? Offering more services to higher-net-worth clients?

At Prosperity Capital Advisors, we provide a broad selection of live, on-demand, and virtual training resources covering everything from proven and repeatable holistic planning processes and best-interest documentation to marketing strategies and operational systems.

We’ve already done the work and research so you can focus on achieving success — however you define it.

  • The Bucket Plan® 1.0

    When you complete The Bucket Plan® live training, you'll transform your business with a process to simplify holistic planning, increase your closing ratio, and easily duplicate and scale.

  • The Tax Management Journey®

    This two-day training is designed to expand your business by adding tax management services to your offerings.

  • The Bucket Plan® 2.0

    Monetize your wisdom as a holistic planner by charging planning fees with a comprehensive four-step client engagement process.

  • The Teamwork Movement Live Training

    Build an elite team of financial advisors you can rely on to run your business with or without you.

  • Prosperity Collegium

    This invite-only annual event brings top advisors together to learn, grow, and collaborate. Expect serious breakthroughs and serious fun.

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Learn how top advisors are using proven processes and strategies shared in these resources to grow their practice.