San Francisco, California
London, United Kingdom
Hilton Garden Inn---SA Airport Meeting Facility
– – lunch & breaks
– – breakfast, lunch & breaks
– – breakfast
Regular Cost - $1,500-- $2,500
$250 for all three days, including breaks and meals
Comprehensive 300 page Manual
5 Excel spreadsheets for planning and analysis
Acquire Registered Financial Consultant (RFC) Designation
Attend all the classes
Prepare a simple, comprehensive financial plan
4 years' experience – RFC; 2-4 years for RFA
Complete the IARFC application
3-Day Accelerated Course
Marketing Techniques to attract high quality clients
Add fee revenue to enhance your image and income
Learn the advice you can give to secure new clients
Substantially Increase your income and customer level
Wealth Management Symposium, with powerful tools
How to add Fee-Based/Asset Management Services Easily for your clients and new clients.
Commissions for Investments are decreasing every year.
Asset-Fee Based Services get the million dollar clients' portfolios.
Resource Manual Components
PowerPoint screens for clarity and motivation
Supplemental information to improve comprehension
Easy Examples for how to convey exciting concepts
Motivational materials to complete client engagement
Agendas and checklists on every critical topic
Triple Threat Marketing
Market segmentation for your community and skill
Action selling, including letters and scripts
Seminar and workshop educational formats
THE 15 WMS--RFC Course Modules For Sucess:
Session 1: Beginning The Financial Planning Experience
The Financial Planning Industry is relatively young but its makeup is not. Money Concepts Model started from its origin to teach financial planning. The Money Concepts model is a Franchise model, and its WMS course on teaching professionals, and representatives was approved by the IARFC organization.
Session 2: Getting Into The Success Zone Triple Threat Marketing System
Basic and advanced marketing systems, from prospecting to closing the sale.
Session 3: Basic Financial Planning - and Financial Planning Software
This is an overview of the basic financial planning approach and software with emphasis on High Tequ, Soft Touch approach.
Session 4: Fundamental Financial Planning Products And Gathering Data
This session covers the specifics of the basic products and services offered as solutions in the financial planning and wealth management process.
Session 5: Mutual Fund and Annuity Analysis, Asset Allocation and Morningstar Advisor Workstation
Here is provided an overview of how to use these tools to make appropriate portfolio and product selection in the wealth management & financial planning process.
Session 6: Investment GPS And FP Software, Risk Management.
You will learn how to use the investment options and managers available in the Investment GPS program.
Session 7: The Discovery Process
This session covers, how to successfully gather both qualitative and quantitative client data.
Session 8: Case Analysis
Learn how to analyze client data and formulate appropriate recommendations for your client.
Session 9: Presenting The Plan
Now that your plan is done, this session teaches you how to present it to your client and prepare them for implementation of the plan.
Session 10: Plan Implementation
Here you will learn how to systematically help your client implement their wealth management or financial plan.
Session 11: Monitoring The Plan
This teaches advisors how to successfully monitor the six-step wealth management process in the Holistic Wealth Management program.
Session 12: Managing Client Expectations
You will learn the how to set proper client expectations; involve the client in the wealth management process; regardless of market conditions.
Learn how to bring together the systems and tools to enhance client relationships and build a valuable wealth management business.
Session 13: Seminar Marketing
How to effectively use Seminar Marketing to build your business. A seminar or workshop is for two or more family units. Sometimes called a group appointment.
Session 14: Profitability Planning
Making your financial planning business or career profitable.
Session 15: The Financial Plan
Submission of a financial plan, you will be given a sample client data form with info to complete the financial plan.