On Site Workshops

The wealth management industry faces high expectations but has low barriers to entry. Wealth management firms have long recognized the long-term benefit of investing in staff through professional training and development. The Rudin Group creates workshops customized to fit your firm, its products, and your specific markets. As important, we distill and deliver the critical messaging with sensitivity and respect to your corporate culture – the bond that holds together multinational organizations and defines successful niche practices.

Our actionable workshops range from hands-on social media skills to selling skills “boot camps.” All programs are designed to both improve the knowledge of your team and promote greater awareness of your products and services among specific subsets of the wealthy population. Customized classroom and or on-on-one executive training, webinars, workbooks, and other support materials are used to enhance communication of messages, personal selling skills an increase close rates with end clients and referral sources.