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

• Branding – clarification and refinement
• Signature Events – Stewardship
• One to three FamilyCare™ Workshops
• One to three Counselor Days in your office
• One ½ day of Multi-Disciplinary Team Training
• One ½ day CE event for professional alliances
• Two-day Inspiring Message
• Two-day Performance Team
• Marketing Packages

Wealth Education Instructor Certification

• Thursday Insights teaching opportunities
• Website listing

Engagement Fee starting at $2,500