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Video
In this video you will hear advisors describe how the
Workshop will positively impact their practices. These
advisors range from seasoned financial planners to a
younger, securities licensed advisor who focuses on
investments. Some describe having just received their
insurance license and how the Wealth Enhancement Process®
will help them integrate insurance into their investment
planning practices
In this video an experienced financial
advisor describes how the Wealth Enhancement Process® will
help him to double his revenues. He provides an analysis of
his Workshop experience that clearly demonstrates how the
process will help his clients, as well as his business
This video features a Senior Vice-President and Director of
National Bank Financial (NBF). NBF is one of the top six
securities brokers in Canada with 800 Investment Advisors in
86 branches from coast to coast.
This video profiles John Page, R.F.P., CFP,
President and Founder of the Wealth Enhancement Academy Inc.
John is a practicing financial advisor, and his planning
firm has twice won the coveted "Advisor of the Year" Award
as well as receiving an Honourable Mention. John describes
how the Wealth Enhancement Process® can increase the wealth
of your clients, and as a result your own wealth. You will
hear how the Wealth Enhancement Process can increase your
ROI (Return on Investment) as well as your ROL (Return on
Life™). |
What People Are Saying
"The
Academy's Wealth Enhancement Process® is one of the
most comprehensive advisory models I've seen. There
is no question, embracing their process is a great
step towards overcoming the challenges facing
financial advisory professionals."
- Julie
Littlechild-President, Advisor Impact
Events - “Your
seminar confirmed that I’m going in the right direction with my
practice. That night I described my services in terms of your
Process to a difficult client. The result was surprising, she
immediately saw the value I was delivering and bought into my whole
approach & services.”
More Quotes
Workshops -
"The Wealth Enhancement Process® has
helped us ground our practice with a comprehensive system that
standardizes our interactions with all clients. The Process helps
us, and our clients, identify their goals and aspirations, and to
put in place the actions that will move them from where they are
now, to where they want to be. This helps us create tremendous
leverage within our business.
The Wealth Enhancement Process® guarantees that we follow the same
process with each client. This makes us a much more efficient and
professional financial planning firm. I'm confident that with this
structure in place we can respond to almost any change in the
regulatory environment or professional standards.
We have also experienced significant new business as a result of the
Wealth Enhancement Process®. Through the Academy's engagement process
we have uncovered over $1.5 million in new investment assets from my
existing clients. Also the end result is not simply monetary, the
end result is the client engaging me to help them solve their
problems. I become the client's trusted advisor.
More Quotes
- Don Kelly, BSc CLU CFP CH.F.C -
Collingwood, Ontario
Coaching - "There are
seminars, books, tapes and many opinions on how to structure your
financial practice, some free some costly. I have almost all of
them, not to mention the time I have spent going to seminars trying
to put it all together. (I think I may have a free set of ginseng
knives!) The coaching from the Wealth Enhancement Academy has been
invaluable. Using the techniques from the coaching program I am
starting to emerge from the valley of despair that I was feeling
after a major transition in my business. Their help in defining my
services, and putting in place a structure, has simplified my
practice and as well as made it manageable. The positive support and
processes that I have received from the Wealth Enhancement Coaching
team is enabling me to structure my practice so I have more time for
me, which was one of my major goals when I first started the
program. In the Wealth Enhancement Academy's terms, I'm increasing
my Return On Life (TM)
More Quotes
-Mary Thorpe,
CFP, FCSI, President, Greater Hamilton Chapter, Advocis
NEXT
- Register for the Wealth Enhancement Process®
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