Wealth Advisor Practice Enhancement

“Capitalize on the results from your assessment – a marketing booster shot for your practice to drive new advisor and client relationships for firm revenue.”

Qualifications and Prerequisites

  • Completion of Wealth Advisor Practice Assessment
  • Industry credential and/or expert (for example: CFP, CPA, Esq., or CLU)
  • Previous teaching experience within wealth planning industry
  • Five years of wealth planning experience
  • Completion and concept implementation of the team teaching course – The Facilitation Experience
  • Application to and approval by Wealth Education Fellows Board
  • Note: for professionals that do not meet the above, SCI can offer tailored group practice enhancements for groups that have participated in a prior practice assessment.

Enhancement Options

Wealth Education Instructor Certification

Engagement Fee starting at $2,500