At Virtue Advisors, we believe that training is the foundation for growth and prosperity in the

financial space. Our world class training events are held several times a year to keep you on the

cutting edge of new technology, programs and methods to keep your business thriving.

Whether at our home base in Nashville or another location, our training events are second to none.

Below is a list of our current training schedule for 2018.

Virtue Capital Management University

Location: Nashville, TN

•  March 6th, 7th and 8th

• May 15th, 16th and 17th

• September 18th, 19th and 20th

• December 4th, 5th and 6th

Whether you are a seasoned Investment Advisor or have just obtained your series 65/66, this two day training will guide you on how to run a powerful Investment Advisory practice. Virtue Capital Management has one of the most comprehensive marketing platforms in the RIA space. If you are looking for an RIA partner that can help you meet with more qualified prospects and gather more assets, this event is for you. Learn about our  proprietary stop loss portfolios, unique marketing platforms, 401KPlanPro system, digital marketing system, third party model portfolios, technology offerings, and compliant presentations.


Seminar Training & Marketing for Professionals (STAMP)

Location: Nashville, TN

• April 18th and 19th

• October 24th and 25th

We believe that seminars still play a very important role in marketing at the local level. Virtue is always developing and refining our customized seminars to keep up with the changes in the financial world and consumer needs. We have several proven and successful seminars ready for you to use. Virtue’s Seminar Training and Marketing for Professionals event is a dynamic 2 ½ day training program covering the use of internet leads, digital marketing, leveraging centers of influence, and psychographic cluster marketing. During this training we will teach you exactly what to do before, during and after your seminar to reach your full potential. This class is for successful, results-oriented advisors who are looking for a truly innovative partner to help them diversify and expand their marketing efforts.


The Power of Zero

Location: Nashville, TN

• March 6th (Presenting day one of VCM University training in Nashville, TN)

Join Top of the Table Producer and Best-Selling Author David McKnight as he teaches this exclusive event, featuring David McKnight and his team educating you on every facet of the “The Power of Zero Marketing Program” and showing you how to build your own million dollar marketing plan. David has created a program that is very different from other financial education courses available to attendees and advisors.  The course educates attendees on strategies that can reduce taxes during their lifetime as well as passing assets to loved ones in a tax efficient manner. This is a proven marketing strategies used by hundreds of advisors and helped David reach and maintain Top of the Table recognition only marketing in spring and fall of each year.


Advanced Sales Training

Location: Nashville, TN

• July 25th and 26th

Virtue’s exclusive semi-annual two-day training is a top-of-the-line learning experience. Advanced sales training is a two day, hands-on, interactive class. This class concentrates on helping producers perfect the art of the client meeting. During day one, we’ll cover the step-by-step process of fact finding during the 1st meeting, reviewing and understanding our confidential financial questionnaire (explaining not only how to fill it out, but also how to identify planning opportunities), and what to do between the 1st and 2nd meetings in order to be fully prepared to successfully meet with the prospects during the 2nd meeting.


On day two, learn effective and efficient ways to present your solutions using our new presentation format. This plan is based on the information gathered in the 1st client meeting. Last but not least, learn how to convert them to a satisfied client.

This interactive class is limited to 16 producers and is exclusive to those currently active with Virtue Financial.


Business Building Forum

Location: Nashville, TN

• August 23rd and 24th

By invitation only, Virtue’s exclusive annual two-day trip provides the premier information sharing experience.  Top advisors from around the country attend this event to share best practice ideas and to network with each other.  When it comes to premier study groups, Virtue’s is second to none. Advisors experienced in technology, prospecting, marketing, and business planning are invited to this meeting to share with their associates how the latest techniques are used to build a successful financial practice.


Virtue's Annual Elite Conference

Location: Nashville  TN

• January 2019

Virtue’s marquee event is the Elite Conference. This two and a half day training event includes the annual securities compliance meeting for Virtue Capital Management’s Investment Advisor Representatives on Wednesday. Whether you are new to Virtue or have been with us for more than a decade, your attendance to this annual event will pay dividends through networking with peers and taking home strategies to implement into your personal practice. Virtue’s top advisors and insurance agents from the previous year will be acknowledged at the Annual Awards Ceremony. Each year it is rewarding to see the camaraderie that Virtue’s top producers have with one another.






We are insight moving forward.

www.virtueadvisors.com | 866.907.4275 | Nashville, Tennessee USA


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