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Explore workshops and services offered by The Consulting Group

The Consulting Group specializes in the development of programs designed to address the industry’s unique challenges and opportunities. All 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 The Consulting Group and discover the insights you need to elevate your business.

Practice Management

LoMo: The Longevity of Money

For financial professionals and consumers: Learn how the LoMo: The Longevity of Money workshop helps clients develop retirement income allocation strategies designed to make their money last.

5 min read

Practice Management

Message Mapping

For financial professionals: The Message Mapping workshop provides focus-group tested insight to help you communicate with your clients more effectively.

5 min read

person hiking on mountain overlooking river

Practice Management

The Fragile Decade

For financial professionals and consumers: Learn how the Fragile Decade workshop helps financial professionals prepare clients emotionally and financially for retirement, turning uncertainty into confidence.

5 min read

Practice Management

CORE Four

For financial professionals and consumers: The CORE Four workshop provides financial professionals with the tools to understand and work with the four dominant personality types.

5 min read

Practice Management

CLOUT

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

10 min read

Practice Management

Why She Chooses You

For financial professionals: 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

You and Your Money

For consumers: Learn how the You and Your Money workshop helps female clients build confidence, strengthen financial literacy, and take control of their financial future.

10 min read

Practice Management

Ageless Wisdom

For financial professionals: In the Ageless Wisdom workshop from Global Atlantic Consulting, you’ll learn how to elevate your experience-based offerings to people aged 65 and older.

5 min read

Meet the team

With nearly 200 years of combined experience in sales and practice management, the people behind the Consulting Group at Global Atlantic are some of the most experienced content creators, collaborators and presenters in the industry.

Meet the team