🦉Welcome to COREnology Academy!

Author

COREnology
September 19, 2024

Welcome to the COREnology family. We are glad you are here!

COREnology was designed to help increase trust, loyalty, satisfaction, and follow-through with your clients. The result? Increased assets under management and more than double the referrals.

COREnology also helps your clients to strengthen relationships, clarify and fortify their legacies, and protect their wealth from issues that can jeopardize it.

Using COREnology to adjust your approach to advising can feel a little overwhelming at first, But once you become adept at it, you’ll wonder how you ever did things “the old way.”

We’ve done our best to get right to the point and provide you the most essential information to confidently get started with COREnology. With that in mind, we have two training options:

1) Do you like to get things done in one shot? Then go to your calendar and block off 2 hours to go through the entire course. In just that short time, you can get through the entire site.

2) Do you prefer to learn in small doses? Then sign up for our Training Email Sequence. We will send a series of emails with step-by-step instructions to take you through the COREnology Academy in smaller sections. (See #3 below!)

Before we dive in, here are a few tips to help you make the most of this course:

1) Bookmark this page

Hit the hotkey Ctrl+D and this page will be saved below the address bar in your browser.

Now, anytime you need a refresher or want to pull up a resource, you can click that little button and come right to this page to find it.

2) Sign up for email updates

We’ll be coming out with new trainings and resources. If you want to be alerted the moment they come out, make sure you subscribe to get updates:

3) Join our training sequence

We have made it easy to work through the Academy. Sign up HERE to receive step-by-step training emails - and work through the academy at your own pace!

4) Be an action-taker

The best way to incorporate the ideas and tools you’ll learn in this course is to use them!

The shorter the gap between when you learn about it, and when you implement it… the better.

Before taking a client through COREnology, practice with your family, or with your team. It won’t take long for you to see how simple it is to use COREnology to facilitate powerful and deeply meaningful conversations.

Ok, now let’s dive in: