Increase your ROI with the Wealth Enhancement Process
The people who support Financial Advisors through the program
Presidents, Managing Directors, Partners, Sales, Marketing, Human Resources, Financial Planners and Brokers
Financial Planners talk about the Wealth Enhancement Process
Register and Improve your Return on Investment, and Return on Life

Video and Quotes


Click to download our Perfect Practice Primer.

"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

"The Wealth Enhancement Process® has helped us ground our practice with a comprehensive system that . . ."

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Significant Improvement in ROI and Return on Life

All Financial Advisors, including the exceptional, face challenges that stand between them and an exceptional return. The pressure to build and sustain a profitable practice can be overwhelming at times. The pressure for performance can have an unwanted impact, on your family life.

These significant business and social challenges were captured succinctly in Advisor Impact's recent survey.



The Solution

Our award-winning, Wealth Enhancement Process® financial advisory model can lead to a significant improvement in your Return on Investment (ROI) and your Return on Life™ (ROL). Our high-performance programs include the Process, Knowledge, Tools & Technology™ necessary to overcome these challenges. Through our programs, you will learn how to attract new clients, improve service for existing clients, and improve your profitability. With these challenges in check, you can work less, and earn more. You can spend more time on things that are important to you and your family. Not only that, but we don't leave you stranded to implement on your own, our coaching services help you realize your desired outcomes.

Key Benefits of the Wealth Enhancement Process®

  1. Learn how to develop services your prospective clients will value, and engage you to provide.

  2. Discover proven processes that can lead to 2-3 fold increases in your revenue from within your existing practice, while at the same time creating greater value for your clients.

  3. Save time and your valuable resources by learning to use changes in regulatory mandates and compliance to your advantage.

  4. Increase the time you spend outside of the office, while at the same time delivering high-quality service to your clients.

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© 2004-2010 Wealth Enhancement Academy Inc. "Wealth Enhancement Process®" "Return On Life™" "Wealth Enhancement Practice™" "Wealth Enhancement Framework™" "Process, Knowledge, Tools & Technology™" are trademarks or registered trademarks under the Canadian Trademark Act, and are property of the Wealth Enhancement Academy Inc. Unauthorized use without expressed written consent is prohibited
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