What advisors have
said about our Events.
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 &
my partner and me to examine our practice in a
different way. We are rethinking how our practice is
organized. I've been in this profession for many
years and was thinking of retiring. However, after
your seminar we're restructuring our business and
"After 20 years of
attending various education conferences and seminars
this was the first session I've seen that brought
together all the important tools used by financial
planners to help their clients, and then presented
them in a logical and cohesive fashion. The
facilitator did a tremendous job of getting everyone
involved and holding our interest throughout. This
must have been particularly challenging because I
recognized many participants and know them to be
Yes, you can work less and earn
more. It doesn’t matter if you are new to the profession, or
a seasoned veteran. We can increase your ROI as well as your
Return On Life™ (ROL).
The Difference is Process . . .
Process is the key. You can benefit from Process because it
is the critical element that increases profitability in
wealth management. Marketing, knowledge and technology are
important, but not enough. They must be linked into a single
Our Events run from 60 minutes
to 2 hours depending on the venue and introduce you to the
award-winning Wealth Enhancement Process® financial advisory
model. It works: Advisors who use the Wealth Enhancement
Process® report outstanding results.
During these fast-paced Events
you will learn how you can profit from the Wealth
Enhancement Process®. Advisors have told us that the Events
themselves are very valuable. You will learn 10 Diamonds,
mined from our 2.5-day Workshop, which you can use
immediately to enhance the value you deliver to your
clients. The Events are interactive sessions, designed to
deliver immediate value to you.
Find out how advisors who
use the Wealth Enhancement Process® learned to double,
or triple their revenues on a consistent basis.
Create meaningful client
development processes that result in profitable meetings
between you, your prospects and your clients.
Discover how to have
prospects, or current clients, engage you to provide
Develop a money-making
process out of compliance drudgery. See how something as
simple as Investment Policy Statements can lead to
increased investment assets.
Capture 100% of your
clients’ investable assets.
Learn how to create
insurance “prescriptions” that your clients take to
See how you can transition
your practice to fee-based without taking a drop in
Deploy simple mechanisms to
generate the right volumes of the right referrals.
We deliver our Events
a few different ways:
Open Events where you
register for the next available session
Branch, firm, or special
Events at your site
Special meetings, professional development meetings
Request an on site Event
Download an Event Brochure
Register for an Open Event