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Imagine being a part of a community of professionals from disciplines ranging from finance and planning to insurance, estate law, psychology, and the non-profit world. Now, imagine that each of those professionals was committed to your success. They are individuals who gladly share their expertise, wisdom, and experience.  

Such a community does exist. Since 2003, Heritage members and training attendees have created a vibrant, welcoming, mentoring community. It’s a place where you can bring your questions and hurdles and find the answers relating to your unique circumstance. And, where so many other professional gatherings highlight competition, we focus on collaboration. We challenge one another, celebrate our successes, set goals, and hold one other accountable for working towards those goals. Our members are also integral in developing new training sessions and the refinement of the training we have been doing for years.

Professionals come to our training at all stages of their careers. For them, we are a higher, deeper, more productive level of continuing education than they have ever taken. Many attendees have told us that the benefits of taking our foundational academy, Better Listening, Better Questions, Better Relationships, are greater and more practical than any other CE they have taken. In fact, it is not unusual for individuals to take the training several times because they gain new layers of information and insight each time.

Is our training a fit for you and your business?

The principles of Heritage Design are the foundation for our training. Many professionals simply want to improve their ability to build deeper relationships with clients, so they attend only our foundational academy, Better Listening, Better Questions, Better RelationshipsOthers desire to advance to higher levels of training and earn the Heritage Design Professional designation. 

Whatever your continuing education goals may be, this short video will help you to get a better idea about whether our training is a fit for you.