Why Laureate?

The Laureate Center for Wealth Advisors was built by advisors for advisors on one key premise. The advisors we meet wish to break through the status quo of their current businesses. However, in the midst of running a thriving firm it’s tough enough just to keep up. With the Information Age upon us, everything needed is readily available. But there’s too much to source and process, and even if you tried, how do you separate the quality from the empty claims?

Human nature is to proceed by further mastering one’s existing strengths, either by growing technically, or deepening a natural ability to build relationships. However, advisors know that to excel in an increasingly competitive marketplace they must master both.

Our Care to Know model offers a two-layered methodology for helping advisors thrive with ease. First, we are a Thought Leader Community in which all members both receive and contribute. Members find liberation in the power of We.

The second layer is a coaching platform to help you tangibly identify new opportunities that are meaningful to clients and revenue producing for your firm. Our Care to Know methodology stretches one’s existing technical bandwidth, providing substantive education beyond your current core disciplines. Evaluating each client more broadly allows you to see their opportunities uniquely.

Then we provide simple tools and client-friendly language to initiate the conversations with existing, past and prospective clients. We stay with you where the rubber meets the proverbial road, providing systems for these new behaviors to become part and parcel of daily work in your firm. You’ll find yourself engaging at a higher level technically and a deeper level relationally.

The heart of our model is helping people master collaboration itself as a craft. This isn’t collaboration as a turf-driven obligation or a desire for referrals. We define collaboration as the art and science of how people work together to create better outcomes. It’s a process of celebrating different perspectives, disciplines and resources to thereby enhance value to clients and deepen engagements.

This We-driven mindset sets a transformation in motion. With our community as your resource, you don’t have to master the answer to every client quandary. Instead you become courageously armed with the right questions. Clients’ best thinking naturally facilitates the conversation.

  1. We attract and engage families through our planning process and the benefits it produces, rather than through products or documents.
  2. We develop integrated wealth plans through listening and communicating understandable, workable models to clients.
  3. We create a practice that is both a profitable business and a fulfilling profession.
  4. We create more money and quality time for our team, our family, and ourselves in a responsible, enjoyable manner.

Meet the Founders

The Laureate Center for Wealth Advisors provides cutting edge training from industry leaders in advanced wealth, business, estate, and income tax planning.