Heritage Member
Joining as a Heritage Member introduces you to our community of experienced and like-minded professionals. You can reach out with a question on our private message platform, Knowledge Vault, which is also our online library with tons of resources that will help you to enhance your practice. You will also receive periodic updates about what’s going on in the field and at The Heritage Institute, along with invitations to our Expand Your Practice and What’s Working sessions. At this level, there are tuition discounts on training events and the annual conference.
For $30 per month ($360/year), as a Heritage Member you will receive:
Access to Knowledge Vault
Membership directory
Team board communications
White papers and articles
Videos
Other resources to help you enhance your practice
Invitations to Expand Your Practice & What’s Working Sessions
Tuition discount for training and Annual Conference & Awards Dinner
Heritage Partner
Joining as a Heritage Partner, you receive all of the above, plus the option to co-brand marketing materials to help you build Heritage Design services into your practice (including THI white papers, videos and the book, Beating the Midas Curse.) You will be able to offer Heritage services to your clients by collaborating with Genacy Group or a trusted Heritage Design Professional® in good standing of your choice. Collaborating with or outsourcing to your selected Heritage Design Professional® allows you to stay very involved with the client and receive credit from them by introducing a Heritage Design Professional® to do the heavy lifting. This is often referred to as the “Dream Team” method. Additionally, you can expect some mentoring from the Heritage Design Professional® you have selected! Your Heritage Design Professional® will work closely with you, provide guidance and expertise and help you address any unexpected hurdles that pop up (we always expect the unexpected).
You will receive a limited license (for those training events you have attended) and have access to and a discount on materials.
For $77 a month ($924/year), as a Heritage Partner you will receive:
All of the benefits of Heritage Members, PLUS…
Option to co-brand marketing materials to build Heritage service into your practice
Flexibility of the “Dream Team” concept
Limited license (based on the training taken) for materials
Access to order materials with a discount
Coaching/mentor by the Heritage Design Professional® with whom you partner
Certified Heritage Design Professional
To become a Certified Member means working through completion of the Heritage Design Professional® Certification Coaching Program. During your training and certification process, you will experience everything we have already mentioned AND SO MUCH MORE.
You will receive personal coaching and mentoring every step of the way. This level is where you receive the training to provide all the steps of The Heritage Process – Guided Discovery Process, Initial and Ongoing Heritage Milestones, Family University, etc… We intentionally keep our coaching groups between 9-15, so you receive the personal attention and receive direct feedback to quickly hone your skills. Our Master Heritage Design Professionals are individuals who are not only willing to work through cases with you but yearning to do so! This community of professionally freely shares ideas, insights, suggestions, solutions, case studies, struggles, and successes. During your training, you will practice the techniques, work directly with families and experience the thrill of a family transformed by your interactions. Of course, this transformation is directly tied to increase revenue for your firm.
As a Certified Member:
All of the benefits listed above, PLUS
Full license of materials in the unmatched intellectual property library
Becoming a fully trained, equipped and certified Heritage Design Professional®
Certification Program includes training, coaching and mentoring for all steps of The Heritage Process:
Guided Discovery Process, including writing Heritage Statements
Initial and Ongoing Heritage Milestones, which is the difference between the 10% and the 90%
Family Coaching and Mentoring
Recommended Reading and group discussion
Stratton Interpersonal Leadership Styles
Individual Coaching/Mentoring
Materials and Training discounts