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Live training & events

Bring the Institute to your town.

The Risk Advisor Institute hosts Boot Camps across the United States for agents and team members who want in-depth training that takes their agency to the next level.

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Boot Camp in session: coach at the whiteboard, team in role play
Swap in real event photography (landscape, 4:3).

The Boot Camp

Scrimmages. Chalk Talks. No excuses.

When you hire the Risk Advisor Institute to run a Boot Camp, we teach the Five Critical Steps to Transitioning to a Risk Advisor from the Agency Growth Secrets presentation, then run Scrimmages and Chalk Talks with you and your team members.

Boot Camp includes

  1. 01The best way to transition from customer greeting into the ‘Your World’® Conversation
  2. 02How to make the most effective recommendations and presentation once the risks have been prioritized
  3. 03How to overcome ANY objection
  4. 04How to follow up and close more sales

Host one

Train with the agencies around you.

The Risk Advisor Institute is available for full-day Boot Camps for your agency. We can help you market the Boot Camp in your area so several agencies can participate in the training and share the cost.

  • 1Pick a date and a location
  • 2We help you market it to agencies nearby
  • 3Everyone shares the cost

Schedule

Upcoming dates

[2026 schedule to confirm.] Want a date sooner? Host a Boot Camp at your agency.

Recent events

  • April 22, 2025Risk Advisor Boot CampTarzana, CA
  • April 23, 2025National Study GroupDowney, CA
  • September 22–24, 2025National Study Group Meeting[Location]
  • November 5–8, 2025Agents Training Seminar[Location]

From the room

  • “I would without hesitation, recommend this workshop as a requirement for every agent & team member.”

    Lisa HuckAgent, Knoxville, TN

    Sourced from riskadvisorinstitute.com /live-training/. Confirm permission before launch.

  • “What an inspiring and refreshing afternoon”

    Rachel DavisAgent, Dubuque, IA

    Sourced from riskadvisorinstitute.com /live-training/. Confirm permission before launch.

Are you ready for us to train you and your team?

Tell us your date, location and estimated headcount. A team member will contact you within 48 hours.