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 


Advisors Speak Out

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


A Strong Endorsement

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


A Transferable Process

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.


Meet The Founder

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


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