Combine your previous training, unique skills, and technical acumen with our before, during, and after engagement and process tools to open the conversation, close the entire engagement, manage the work, and cross-sell your services.

The CWPA licensing course is a deep dive into the discovery and mechanics for all facets of the wealth planning journey, including:

Co-branded marketing brochures (hard copy and digital) as well as seminar content and presentations.

Counseling and conversation tools as well as online surveys and assessments to help high-net worth clients find clarity about the dichotomy that exits in their gut, honor their journey thus far, unpack their priorities, and identify the issues to focus on.

Training and education to have conversations about (and identify the need for) wealth transition goals, the wealth gap, and tax planning.

Comprehensive advisor’s guide outlining the mechanics to maintain momentum and complete the Client Journey.

The ultimate “cheat sheet” with links to memo’s, forms, checklists, templates, customizable reports, and benchmarking tools to celebrate the wins.