AT360 Overview

AT360 is our business development and practice efficiencies training program for all Assante and CIPW branches. What makes this program stand out is that it was created by an advisor, for advisors. It comes with pre-approved and branded tools to use with clients, and it is built for your entire team, not just for advisors.

At the partnership level, teams get access to all the features of the Community Builder Level along with a higher level of engagement, support, coaching and facilitated peer interaction. At the low cost of $1500* per year for up to 5 team members you will receive the following:

• 3 “Afternoons of AT360”. Part coaching and part peer interaction, there will be three sessions held from 1:00-4:00 pm ET (with recordings available for 2 weeks after the fact).
  • March 12: Adam Lazarus - Communication skills
  • June 17: Andrea Mac - Power of Personal Branding
  • September 15: GrowthPlay - Selling Through Relationship Building Channel
• Monthly email challenges to assist with implementation of tools and strategies.     
• Special content at the Assante Roadshow. These are currently scheduled for July 2026 in 8 cities across Canada. Dates on locations will be shared at least 3 months in advance.
• Access to accountability calls with Joady Guyot.
• 100 Professional Development points for the AAPoints program. Please note, to receive your points, a designated member of your team will be required to engage with at least      8 of the 12 monthly challenges.

* Additional team members may be added at a cost of $150 per user for the year.