Advisor in Wealth Strategies (AWS)*

    *Formally Certified Wealth Strategies Advisor (CWSA)

Increase Your Technical Knowledge

ADVISOR IN WEALTH STRATEGIES

LEARN ELEMENTS FROM THE FOUR PILLARS

THAT YOU CAN IMMEDIATELY IMPLEMENT INTO YOUR PRACTICE

TO HELP CLIENTS AND GENERATE REVENUE

why use sci

The AWS is a 5-day certification program intended for successful professionals that are wondering “what’s next?”  In a high-paced, interactive model, wealth advisors from all disciplines collaboratively learn:

  • A far deeper understanding of today’s options and pitfalls in base level estate, financial, and tax planning;
  • Technical Knowledge in Wealth and Business Strategies;
  • Product and Strategy Marketing;
  • Practice Management Processes; and
  • The Difference and Intricacies between Base Level Advice and Wealth Strategies Engagement.

AWS serves as a pre-requisite for the LWS Program.
Class size is limited to increase personalized learning and collaborative relationship opportunities
Reserve your spot today!

The Four Pillars of Curriculum for the AWS Program are:

laurel_crown_1-2 Technical Knowledge
Primary Focus of the AWS Program
  • Wealth & Business Strategies
    • Expand your knowledge in planning for:
      • Today’s options and pitfalls in base level estate, financial, and tax planning;
      • Family wealth transfers;
      • Income tax savings;
      • Owner benefits;
      • Business transitions and exit strategies;
      • Split interest charitable strategies;
      • Dedicated charitable strategies;
      • Asset protection;
      • Insurance;
      • Elder Law; and
      • Medicaid (Medi-Cal in California)

 

laurel_crown_1-2 Marketing
  • Product & Strategy Marketing
    • Create the list of strategies that:
      • Are appropriate for your practice, marketplace, and referral partners;
      • Need to be changed, updated, or unwound; and
      • Solve for those strategies that are being unwound.
    • Draft:
      • Letters for your current clients to generate interest, appointments, and engagements;
      • Marketing materials to reach your independent collaborative advisors (rainmakers) to generate interest, appointments, and engagements for you and them;
      • White papers on the subject matter to be divided and distributed into your social media; and
      • Powerpoint presentations with handouts and talking points on the variety subjects mentioned above to generate interest, appointments and engagements.

 

laurel_crown_1-2 Practice Management
  • Engagement Process
    • Develop your knowledge, insight, and comfort level with the subjects and strategies to communicate and help clients and their advisors as well as language and tools to motivate your team, clients, and their advisors
    • Review, Design, and Implementation with intermediate steps that can be expanded or contracted – forms, memorandums, checklists, sample letters, and table of contents

 

laurel_crown_1-2 Counseling & Communication
  • Base Level Advice
    • Client’s specific goals obtained through pre-meeting and meeting intake
    • Client Meeting – Review, Interpretation, Design, and Conclusion Advice
    • Implementation
  • Wealth Strategies Client Engagement
    • Achieving client’s specific goals obtained through the process of Review, Design, and Implementation through authority on and clarity of:
      • Problem;
      • Possible Solutions; and
      • Implementation.

$4,500 Participation Fee

Our Upcoming Dates

2018 Program Schedule

The Gathering
February 22nd – 23rd

AWS & LWS
May 1st – 5th

AWS & LWS
October 23rd – 27th

2018 Program Schedule

The Gathering
February 21st – 22nd

AWS & LWS
May 7th – 11th

AWS & LWS
October 22nd – 26th

Participation Fee:

$420
The Gathering

$4,500
For each 5-day Certification Course
(AWS & LWS)