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:

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)

 

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.

 

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

 

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