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The 21/64 Virtual Approach Training for Wetherby Asset Management – July 18-21, 2022

The 21/64 Virtual Approach training and ongoing peer network helps you acquire the personal skills, generational awareness, and technical tools to work more effectively with next-generation and multigenerational family enterprise clients with a particular emphasis on online facilitation.

In this training- delivered to you via live video sessions and small group breakouts- you will learn 21/64’s proven methodology for engaging individuals, families, and institutions at the intersection of values and governance. The program is specifically designed to help you more comfortably engage clients in important and often complicated conversations, whether you are new to the field or a seasoned advisor adjusting to new modalities of engaging with clients.

Once you’ve completed the 21/64 Approach Training you are eligible to join our network of over one-thousand 21/64 Certified Advisors  in the Certified Advisor Collective or Learning Community  and have access to continued skill building, next level trainings, the latest resources, and a knowledgeable group of peers from around the globe.

Training Date: July 18-21, 2022

Participants should plan for a combination of live learning on screen, small group participant discussion, and independent work before and between sessions.

Live Learning:
Monday, July 18, 2022 2:00pm ET/11:00am PT - 5:00pm ET/2:00pm PT
Tuesday, July 19, 2022 1:30pm ET/10:30am PT - 4:30pm ET/1:30pm PT*
Wednesday, July 20, 2022 1:30pm ET/10:30am PT - 4:30pm ET/1:30pm PT*
Thursday, July 21, 2022 2:00pm ET/11:00am PT - 5:00pm ET/2:00pm PT
*We will hold optional Office Hours for 30 minutes after the Tuesday and Wednesday sessions.

Pre-work and Between Sessions:
We will share some independent work, readings, and videos to prepare for the training. Light work will be assigned between sessions.

Materials
You will receive pre-training details both electronically and in hard copy. Agenda, bios, pre-reading, a technical guide for joining virtually, and additional logistics will be shared via email. The hard copy tools you'll use during the training will be shipped to the address input below.

Make-ups
All training sessions are live learning and are not available as recorded sessions for make-ups. In addition to the live facilitation in the main room there is small group work in breakout sessions that cannot be recorded. Please plan on attending all sessions for the full duration. If you miss a session, we’ll do our best to share what was covered but cannot guarantee receiving 21/64 Certification.

Questions?
If there’s anything you would like to discuss or if you have questions please don’t hesitate to reach out. We look forward to hearing from you!

This training is now closed.  Please contact us at [email protected] with any questions.

The 21/64 Virtual Approach Training for Wetherby Asset Management - July 18, 2022

Testimonials.


This week, I participated in 21/64’s Talking About Money Training to challenge one of the oldest taboos – money. The team and facilitators are excellent, creative, and very engaging! Thank you to 21/64 for giving me a framework to look at how my own money story informs/inhibits money conversations with my family and clients, and practice facilitating tools to add value to my conversations around wealth, legacy, and philanthropic planning. It was wonderful and fun to learn alongside a diverse set of peers in the field. We even had an awesome guy from Budapest in our group!

Jen Laun

CFP ®

21/64
2020-08-24T15:34:04-04:00

Jen Laun

CFP ®

This week, I participated in 21/64’s Talking About Money Training to challenge one of the oldest taboos – money. The team and facilitators are excellent, creative, and very engaging! Thank you to 21/64 for giving me a framework to look at how my own money story informs/inhibits money conversations with my family and clients, and practice facilitating tools to add value to my conversations around wealth, legacy, and philanthropic planning. It was wonderful and fun to learn alongside a diverse set of peers in the field. We even had an awesome guy from Budapest in our group!
This training exceeded my expectations and really took my learning from the 101 Training deeper and resonated with where I am professionally.
21/64
2017-07-03T17:46:03-04:00
This training exceeded my expectations and really took my learning from the 101 Training deeper and resonated with where I am professionally.
Other than grad school, it was the best professional development program I’ve ever been a part of.  It taught me a new way of approaching my work and interacting with donor families.
21/64
2017-07-03T17:46:49-04:00
Other than grad school, it was the best professional development program I’ve ever been a part of.  It taught me a new way of approaching my work and interacting with donor families.
I highly recommend this training, even if you are quite experienced in family meeting facilitation and client management. In addition to providing outstanding content, the training works on almost a meta level — not only are you covering the toolkits and techniques for facilitating family meetings in detail, but in addition you are able to observe skilled facilitators demonstrate these techniques in action as they work with the group. You are able to reflect about yourself and about the approach you bring to client work as you use the tools, and you are also able to learn from and share best practices with the highly experienced group of peers who attend the training alongside you. A highly valuable use of time!
Coventry Edwards-Pitt, Chief Wealth Advisory Officer
Ballentine Partners, LLC
21/64
2017-08-15T10:53:05-04:00
Coventry Edwards-Pitt, Chief Wealth Advisory Officer
Ballentine Partners, LLC
I highly recommend this training, even if you are quite experienced in family meeting facilitation and client management. In addition to providing outstanding content, the training works on almost a meta level — not only are you covering the toolkits and techniques for facilitating family meetings in detail, but in addition you are able to observe skilled facilitators demonstrate these techniques in action as they work with the group. You are able to reflect about yourself and about the approach you bring to client work as you use the tools, and you are also able to learn from and share best practices with the highly experienced group of peers who attend the training alongside you. A highly valuable use of time!
21/64 is in the forefront of philanthropic educational training in putting forth highly valuable educational programs for those professionals servicing high net worth families who are charitably minded. The classes are cutting edge in contemporary planning with topics covering core inter-personal professionals skills needed by today’s professional to be distinctive in your industry. The skill sets learned with these highly organized classes are certainly applicable to a wide variety of family wealth planning topics. Attendees come from different professional backgrounds and this environment serves as an unique opportunity to collaboratively educate oneself in a multi-disciplinary platform.

Roy Kozupsky, Partner in Private Client Department of Moses & Singer, LLP

21/64
2017-08-15T10:54:14-04:00

Roy Kozupsky, Partner in Private Client Department of Moses & Singer, LLP

21/64 is in the forefront of philanthropic educational training in putting forth highly valuable educational programs for those professionals servicing high net worth families who are charitably minded. The classes are cutting edge in contemporary planning with topics covering core inter-personal professionals skills needed by today’s professional to be distinctive in your industry. The skill sets learned with these highly organized classes are certainly applicable to a wide variety of family wealth planning topics. Attendees come from different professional backgrounds and this environment serves as an unique opportunity to collaboratively educate oneself in a multi-disciplinary platform.
Other than grad school, it was the best professional development program I’ve ever been a part of. It taught me a new way of approaching my work and interacting with donor-families.

201 Training Participant

21/64
2017-08-16T14:46:42-04:00

201 Training Participant

Other than grad school, it was the best professional development program I’ve ever been a part of. It taught me a new way of approaching my work and interacting with donor-families.
The training was such a life-changing and surprising gift. I am really excited about this idea of bringing my own experiences to bear on a consultancy that would combine philanthropy, family dynamics and youth development.

201 Training Participant

21/64
2017-08-16T14:47:38-04:00

201 Training Participant

The training was such a life-changing and surprising gift. I am really excited about this idea of bringing my own experiences to bear on a consultancy that would combine philanthropy, family dynamics and youth development.
The size of the group created a safe space to have candid discussions and practice skills in a non-threatening environment. It was a content-rich experience with tangible takeaways.

201 Training Participant

21/64
2017-08-16T14:48:47-04:00

201 Training Participant

The size of the group created a safe space to have candid discussions and practice skills in a non-threatening environment. It was a content-rich experience with tangible takeaways.
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