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Access turn-key systems to develop a successful wealth transfer planning practice quickly and efficiently.
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Increase your income even as commission rates continue to fall.
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Capitalize on opportunities in wealth transfer planning — the greatest growth area in the U.S. economy for the next 20 years.
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Focus on your unique talents by delegating technical work to a virtual back office and advanced sales department.
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Learn to present the appropriate sample plans to show your prospects and clients how they can benefit more fully from your planning advice.
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See how successful advisers overcome compliance obstacles when charging value-based, sequential, and bundled fees.
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Access resources needed to generate more referrals from CPAs, bank trust officers, attorneys, charitable development officers, and other referral sources.
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Learn from success stories of former insurance agents, attorneys, and stockbrokers who have repositioned themselves as successful wealth counselors.
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Earn continuing education credits. |
