ONE CALENDAR
We are comprised of coaches on sidelines, parents at recitals, social and civic leaders in our communities - striking a scheduling balance that puts life first, while maintaining consistent growth and productivity professionally.
PROVEN PROCESS
Our Client Acquisition Process (CAP) Workshops are quarterly installments of the fundamentals of TrueNorth’s proven consultative approach. Every Thursday our CAP 5 Trainings deliver weekly doses facilitated by agency leaders geared to expose best practices for each of the 5 key steps in our process.
ADHERENCE TO BASICS
Our widely-recognized 12-Spoke Trainings transfer field-proven concepts and product knowledge essential to charting a successful, sustainable career with TrueNorth. Each Monday, we host credentialed faculty who present a curriculum of “what” we do as advisors.
While it is expected everyone “own” the uptake of concepts, we support classroom, online and field-based (joint work) interactions to bring tested methodologies to life. Rigorous preparation now will yield a more enjoyable, rewarding and prosperous career.
COLLABORATIVE ENVIRONMENT
Our brand new 8,600 sqft headquarters in White Plains offers an industrial look & feel, with modern comforts you would expect at a tech giant - not your parents’ financial advisor. Multiple mini-environments in the comfortable, connected and open floor plan foster idea flow and collaboration.
