Workshop

Explore Global Atlantic Consulting workshops and services

Global Atlantic Consulting specializes in the development of programs that are designed to address the industry’s unique challenges and opportunities. All our programs are based on customized research and uncommon intellectual capital that focus on core strategies for success. All programs are customizable and available online or in-person.

Browse the workshops offered by Global Atlantic Consulting and discover the insights you need to elevate your business.

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Practice Management

LoMo: The Longevity of Money

This research-based workshop teaches financial professionals how to talk to their clients about retirement income spending and common retirement challenges.

5 min read

Practice Management

The Fragile Decade

The five years before and the five after retirement mark a period of massive change for your clients--including changes in who they work with. Make sure your clients are prepared.

5 min read

Practice Management

Why She Chooses You

Gain actionable strategies to help you increase opportunities and build your practice by meeting the unique financial needs of women.

5 min read

Practice Management

CORE Four

Gain the tools you need to communicate more effectively and build stronger connections.

5 min read

Practice Management

Ageless Wisdom

Learn how to best communicate with the growing 65+ population.

5 min read

Practice Management

CLOUT

The CLOUT workshop will help you gain greater personal, social and emotional appeal to create greater influence with prospects and clients.

10 min read

Expert Insights

Smart Search

This workshop will help you accelerate relationship-building with prospects and save time doing online background searches by using smarter search techniques.

5 min read

Expert Insights

The Virtual Advisor Crash Course

Best practices for continuing to maximize the use of Zoom Skype, WebEx—and more—to keep client relationships strong.

4 min read

Meet the team

With more than 100 years of combined experience in sales and practice management, our consultants are some of the most experienced content creators and presenters in the industry. Our goal is to help the financial professional community rise and thrive every day in their businesses!