The cross-disciplinary education the wealth management industry has been missing.
Margin Notes is a membership granting access to a growing library of courses built for wealth management professionals. As artificial intelligence takes on more of the industry's technical work, wisdom drawn from across disciplines is what will distinguish true advisors from trained practitioners. Sign up now to be notified when the membership access begins.
Wisdom From Every Discipline
Fields that explain people — psychology, philosophy, sociology, theology, art, history. Studies that explain behavior — happiness, grief, motivation, communication, habit formation. And industries that face your challenges in a different form — hospitality, medicine, sports, entertainment.
Taught The Way People Learn
Lessons designed from what we know about attention and retention. Complex ideas made clear, paced to hold your interest, and worth taking notes on.
Built For The Wealth Management Industry
Every course is developed for a rich understanding of the subject and applied to the realities of the wealth management industry.
CE credit will be available for many of the courses.
Reserve Your Spot
