Philosophy
Education is a major part of our culture. As the Endowment Model Experts, we strive to equip our rep/advisors with all the tools needed to provide the highest quality professional investment management.
Quick Start Program
Through this program we help rep/advisors recognize their unique abilities and help them implement a plan to delegate other tasks so they can maximize their time doing what they are uniquely good at. In this program we also help our rep/advisors implement the historically successful endowment model for their client portfolios. A Kalos practice management expert will work with you to keep you on track, check your progress, and provide follow up coaching every 12 weeks.
Money Management Accelerator Program
For advisors interested in building or increasing their fee based business, we have a full day education and coaching program offered quarterly.
Practice Advantage
Through this program, sponsored by National Financial Services, our clearing firm, rep/advisors can take advantage of large discounts off the regular price of products and services from the industry’s leading vendors. Some of our partners include Everbank (online banking and mortgages), Benefit Protect (health insurance for independent contractors), Redtail (contact relationship management) and Moneyguide Pro (financial planning).
Seminar Guides
A majority of our top producing rep/advisors are using seminars as a means of prospecting and gathering new assets. At Kalos, part of our training involves demonstrating how to conduct more profitable seminars and workshops.
Conferences
Kalos hosts two conferences annually. Kalos rep/advisors and our sponsors regularly tell us that our conferences are among the best they have ever attended. One conference is a mandatory compliance and practice management conference. The other one is strictly educational in nature with the goal being to help our rep/advisors grow their businesses.
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