Certified Wealth Strategies Advisor (CWSA)

Increase Your Technical Knowledge

CERTIFIED WEALTH STRATEGIES ADVISORS LEARN ELEMENTS FROM THE FOUR PILLARS
THAT YOU CAN IMMEDIATELY IMPLEMENT INTO YOUR PRACTICE

TO HELP CLIENTS AND GENERATE REVENUE

The CWSA 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:

  • the difference and intricacies between wealth strategies advice and engagement;
  • product and strategy marketing;
  • practice management processes; and
  • technical knowledge.

CWSA serves as a pre-requisite for the LWS Program.
$4,500 Participation Fee

 

laurel_crown_1-2 Technical Knowledge
Primary Focus of the CWSA Program
  • Wealth & Business Strategies
    • Expand your knowledge in planning for:
      • Family wealth transfers;
      • Income tax savings;
      • Owner benefits;
      • Business transitions and exit strategies;
      • Split interest charitable strategies;
      • Dedicated charitable strategies;
      • Asset protection; and
      • Insurance

 

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
  • Wealth Strategies 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.

 

Our Upcoming Dates

2017 Program Dates

The Gathering
February 24th – 25th

CWSA
November 14th – 18th

2018 Program Schedule

The Gathering
February 22nd – 23rd

CWSA & LWS
May 1st – 5th

CWSA & LWS
September 11th – 15th

Participation Fee: $4,500

For each 5-day Certification Course
(CWSA & LWS)

There are no products