Business services, namely, providing business advice and information for professional investment advisors related to enhancement of their advisory practice management skills, improved business development, operational efficiency, human capital management, business management, and business succession planning, via a website

Business training and business education services in the nature of classes, courses of instruction, individual tutoring and non-downloadable webinars, all for professional investment advisors in the field of enhancement of advisory practice management skills, improved business development, operational efficiency, human capital management, business management and succession planning, via a website and distribution of training material in connection therewith