|
2.5 Day Workshops - From Discovery to Action Plan
in 12 Modules
We teach the Wealth Enhancement
Process® (WEP) financial advisory model. The WEP directly
addresses the challenges facing advisors by incorporating a
wealth management process, advisor education, as well as the
use of technology to make the process effective. It is this
combination of Process, Knowledge, Tools & Technology that
makes the WEP so effective. In fact, many advisors who learn
the Wealth Enhancement Process® will have the potential to
double or triple their revenues on a consistent basis.
The 2.5-day Workshop is designed
to teach you to focus on what's important to you. We have
created an easy-to-implement model to drive your
profitability up. More specifically, the possible outcomes
of the program will help you to:
-
Understand the current
industry and regulatory challenges;
-
Identify your ideal client
profile;
-
Learn how to discover
everything about your clients so you can provide the
appropriate advice;
-
Expand your services so you
can provide solutions for all your client's needs. This
includes advice on investments, insurance, estate
planning, cash and tax management;
-
Create a problem-solving
approach to client relationships as opposed to "selling
them a product";
-
Discover the importance of
Engagement Agreements and how to use them as a practice
foundation;
-
Deliver comprehensive
planning covering all disciplines, or comprehensive,
modular plans;
-
Provide comprehensive wealth
management for your clients without spending hours and
hours behind a computer screen. We've made it very easy
for you. Please see "PlanPlus" below;
-
Have your clients focus on
your overall service rather than just on investment
performance. This is important for the client to help
alleviate potentially harmful rash decisions;
-
Increase your personal
satisfaction with the work you are doing; and
-
Identify transition methods
to enhance your current offering or move to where you
want (or need) to go.
Much of what advisors learn at
many workshops and conferences is lost. We don't let that
happen. We will help you to create a definitive plan to
implement what matters most in your practice.
At the end of 2.5-days you will have a definitive action
plan to implement the Wealth Enhancement Process® in your
practice to realize your desired outcome.
PlanPlus
We can help you with your Tools & Technology. We partner
with PlanPlus, which is a leading provider of wealth
management solutions to financial services firms worldwide.
Their approach is based on 15 years of experience in
delivering personal financial planning and investment
advisory software tools. We work closely with PlanPlus in
the development of their financial planning reports and
plans. The financial plans generated by PlanPlus map
beautifully into the Wealth Enhancement Process® financial
advisory model. This helps our clients to build out their
Tools & Technology to support the Wealth Enhancement
Process®.
Download Workshop Brochure
Register for The Wealth Enhancement Workshop
|
