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RIA Academy

​Tucker Advisory Group has partnered with Brookstone Capital Management, a Registered Investment Advisor, to provide comprehensive asset management services. TAG agents that hold the required licenses can now offer one-stop financial advice and total client portfolio management to new and existing clients that will set you apart from the rest.​

There is a changing landscape in the financial industry, and clients are demanding more from their planners. Are you ready to accept that challenge? Let TAG and Brookstone Capital Management give you the tools you need to do just that.  
​Here are just some of the sessions we cover during this exclusive training: 

   How to Conduct the First Appointment
  • Becoming your clients' personal CFO and financial      quarterback
  • Evaluating risk tolerance 
  • Utilizing the entire universe of investment vehicles

How to Handle the Second Appointment & Make the Close
  • Outlining a comprehensive solution for all of their assets 

Marketing Your Practice & Tools