05.18.07
BAI Announces New Mastery Series™ 1

BAI introduced the new Mastery Series™ 1 at the firm’s most recent Academy 1. Mastery Series™ 1 represents the state-of-the-art training materials that serve as the prerequisite materials for attending all future Academy 1 events.

Mastery Series™ 1 is a three module series that replaces the former Mastery System, which is being retired. Module 1 provides an overview of the Values-Based Financial Planning™ philosophy as well as insight into how to get the greatest value out of the materials. Module 2 focuses on how to conduct the Financial Road Map® Interview and all of the surrounding Conversations. Module 3 addresses the issue of establishing a Trusted Advisor’s Way of Being™.

The new materials were met with a standing ovation from the audience. O’Hara introduced Rebecca Everett, Vice President of Training and Development, and Lisa Pomerleau, Director of Deliverables to the crowd. Ms. Everett, a world-class expert in adult learning theory, directed the development of the content of Mastery Series™ 1, while Ms. Pomerleau directed the development of the layout and physical properties of Mastery Series™ 1. The crowd acknowledged both of their contributions with vigorous applause.