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
2- Hour Events 2.5 Day Workshops Coaching

The Rationale Behind the Wealth Enhancement Process®

An Award-Winning Process Designed to Increase Your Revenues

Our Wealth Enhancement Process® was pioneered by successful fee and commission planners. It is used daily as the key point of differentiation in a profession that is fast becoming a commodity. The results are truly stunning. This client-centric approach delivers a high level of client satisfaction that rewards the advisor with increased business. Advisors can learn to double or triple their revenues on a consistent basis. There is tangible proof that the Wealth Enhancement Process® works.

The Wealth Enhancement Process® can be fully integrated into your branch or practice. You might have excellent training or processes in some, or all of the 8 steps. However in our experience not everyone has integrated all 8 into a fully functioning Wealth Engagement Process®. Our program is designed to show you how to link them into a single comprehensive process.

Solve Your Clients' Problems

Advisors who solve their clients’ problems will be rewarded. Academic and industry studies & analysis prove that a robust wealth management platform is the best way to serve your clients. Our Wealth Enhancement Process® will:

  • Increase assets under administration and insurance implementation;

  • Cement client loyalty; and

  • Create raving referrals and clients for life.

The Wealth Enhancement Academy provides a simple wealth management model that helps advisors do just that. We deliver the Process, Knowledge, Tools & Technology to create a Wealth Enhancement Practice™.

NEXT - Read about the People behind the Wealth Enhancement Process ®





© 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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