Testimonials

“Awesome content. Well-presented. This is what professional advisors need from their support companies.”

“What an eye opener! Great, different approach that could bridge the ‘closed mind’ aspect many clients bring with them.”

“Video clips, statistics, real-life examples, interactive feedback. And the legacy cards were PHENOMENAL.”

“First, a great presentation on a new perspective. Second, the tools to make it happen.”

Innovative, Informative, and Actionable Training Solutions to Grow Business

The largest and most influential segment of our population, the boomer generation, is on the brink of reinventing the next stage of their lives. Meeting the boomers’ demands will require new styles of financial planning and preparedness. Age Wave has conceptualized and produced high-value, performance-based training programs that empower and educate financial professionals to provide meaningful and relevant advice to boomers in preparation for various lifestage transitions and events.

Our world-class team is comprised of mature market experts, instructional designers, and award-winning documentary filmmakers. We provide unparalleled education, skills, and tools for financial professionals to position themselves as authorities on the newest, most complex, and most relevant emerging consumer needs. As with every Age Wave business tool, our training programs are designed to deliver results. Age Wave’s instructional designers use proven principles and methods to create innovative and interactive learning techniques designed to advance your business goals.

These state-of-the art interactive modular training programs include:

  • Video introduction featuring Ken Dychtwald, Ph.D.
  • Broadcast-quality multimedia vignettes of case studies
  • Interactive exercises, contests/games, discussion questions, communication strategies, actionable tools, and take-action planners
  • Innovative techniques and tools designed for sponsoring organizations
  • Attractive participant workbooks with surveys, questionnaires, and additional learning resources
  • Prelearning materials and ongoing content updates
  • Facilitator’s guide with PPT, presenter notes and how-to-guide
  • Train-the-trainer workshops conducted by Age Wave trainers

To learn more about Age Wave’s training programs, contact Elyse Pellman at (415) 705-8018 or .