The Academy of Multidisciplinary Practice empowers estate and wealth management professionals to add significant value to their practices through unique educational experiences and powerful relationship-building tools.

The Academy has been especially successful in working with broker-dealers and wirehouses in helping their financial consultants transition from transaction-based practices to fee-based practices.

The Academy’s approach is based on the proposition that the creation of trusting relationships with clients and other professionals is the foundation of a successful practice. Trusting relationships are developed through:

• Principled and ethical behavior
• Technical knowledgeanswers on virtually every estate and wealth strategies topic The principals are also available on a limited basis for consulting that specifically applies their experience
• Putting the needs of others before your own

Over the years, the principals of The Academy have created a series of workshops, internet-based training, and planning models that have consistently increased revenues, added professionalism and credibility, and enhanced the quality of performance for thousands of estate and wealth planning professionals. The Academy’s proven methods, high quality instructors, and curriculum are unsurpassed in effectiveness and results.

ACADEMY SERVICES

The Academy offers a number of educational opportunities that encompass a broad range of topics and tools. As well, the Academy has a unique internet-based Encyclopedia that encompasses some 3,500 questions and to helping individuals and firms substantially increase productivity and growth.

Education

The Academy offers a broad range of courses, both in a classroom setting and on line. All courses are highly interactive and include Case Studies and materials that will result in immediate success. Some of the courses currently offered are:

•  Transitioning to a Relational Practice
•  Investment Strategies: Developing Better Relationships
•  Key Fiduciary Concepts
•  Quantum Listening: Selling without Selling
•  Estate, Gift, and Generation-Skipping Planning
  •  Wills 
  •  Trusts
  •  Powers of Attorney
  •  Disability Planning
  •  Long-Term Health Care Planning
  •  Tax Planning
  •  Planning for Children and Other Descendants
  •  Generation-Skipping Planning
    
•  Life Insurance Planning
  • Purpose of Life Insurance
  • Types and Uses
  • Underwriting
  • How to Explain Life Insurance to Clients
  • Income, Estate, and Gift Aspects
  • Irrevocable Life Insurance Trusts
    
•   Charitable Planning
  • Types of Charitable Gifts
  • Estate, Gift, and Income Consequences
  • Recognizing Opportunity and Building Client Confidence
    
•   Retirement Planning
  • IRAs Qualified Plans
  • Non-Qualified Plans
  • Disability Planning
  • Distribution Planning
  • Estate, Gift, and Income Tax Planning
  • Charitable Planning
    
•   Business Planning
  • The Different Business Entities
  • Client Needs and Wants
  • Buy-Sell Agreements
  • Funding Buy-Sell Agreements
  • Business Sales
  • Family Limited Partnership Issues and Opportunities

Encyclopedia

This unique Encyclopedia was developed from surveys of hundreds of the finest estate and wealth planning professionals in the United States who submitted questions that were most frequently asked by their clients, along with the answers that these professionals give those clients. Updated annually, the questions are technically correct, but are stated in language that can be readily understood by clients. It is an invaluable informational tool.

Consulting

From time to time, the principals of The Academy take on consulting engagements that require a sensitive and hands on approach. Areas of consulting include assessment of corporate culture, assessment of a firm’s approach to wealth management, and sales and productivity enhancement.

CONTACT US

For more information about who we are and what we can do for you or your firm, please contact us at:

David K. Cahoone
The Academy
Suite 900
1605 Main Street
Sarasota, FL 34236

Phone: 941-308-0078

Email: mlord@mdpacademy.com