What Is Advisor Skill School? Live Communication Training for Financial Advisors

Communication skills for financial advisors, built for the meetings and moments that show up on your calendar every week. Save your seat for Advisor Skill School: https://www.beyondthefp.com/advisor-s... Most advisor communication training stops at listening to someone else talk. But you can’t learn tone, pacing, and wording by watching. You learn them by practicing with other people. In this video, Ashley Quamme and Meg Lurtz of Beyond the Plan® explain what Advisor Skill School is, why they built it, how a year works, and who it’s for. Advisor Skill School is a live, 12-month program that teaches one communication skill at a time and ties each one to a real financial planning meeting or client moment: prospect and discovery meetings, plan delivery, implementation follow-up, retirement decisions, the non-engaged spouse, caring for aging parents, inheritance, divorce, and the conversation after a mistake. How it works Runs on quarters: two skill months, then one integration month Skill months: a live 75-minute teaching session, then a 90-minute practice lab two weeks later where you rehearse with other advisors Integration months bring the quarter’s skills together in a real meeting type, including sessions focused on caring for the advisor Sessions are recorded, so you can catch up if you miss one One seat covers a full 12 months of live sessions First session: Thursday, January 14, 2027 Who it’s for Newer advisors and career changers building client communication skills Experienced advisors who want to sharpen specific techniques Directors of financial planning who want a shared language for teaching these skills to their teams Firms that want to enroll a group of advisors together This isn’t training to become a financial therapist. It’s about being a great financial planner and a great communicator, drawing on financial psychology, behavioral finance, motivational interviewing, and family systems, one practical skill at a time. Chapters 0:00 Welcome to Advisor Skill School 1:03 Why we built it: communication has to be practiced 4:23 How this is different from traditional advisor training 7:04 We’re not turning advisors into financial therapists 8:32 How it works: the quarter system 11:33 Teaching sessions, practice labs, and integration months 13:21 New skills every year 17:13 The meetings and moments we cover 19:10 Why community matters for advisors 20:48 Who Advisor Skill School is for 24:18 CE and experience hours 25:25 Parting thoughts: “Just do it” 26:36 How to save your seat Save your seat: https://www.beyondthefp.com/advisor-s... Questions? Email hello@beyondthefp.com or message Ashley or Meg on LinkedIn. Learn more about Beyond the Plan®: https://www.beyondthefp.com Listen to the Planning & Beyond podcast: https://www.planningandbeyond.com