Hours of classroom-style high-def video training from John and Michael, co-founders and themselves users of the CustomWealth Architect, including countless client-facing documents, guides, spreadsheets, templates and much, much more.
As a special bonus, you'll also get access to our hardcopy version of our system, pre-2019. This is worth thousands of dollars in value, mostly beneficial to those who still prefer paper-methods!
You’ll learn which documents and questions to use, when to use them, and exactly how to deliver a cohesive, thorough planning experience.
Plus, you’ll get exclusive access to members-only bonuses, special pricing to our live training events and invitations to social groups to communicate and share your ideas and experiences with your fellow financial professionals.
What you'll get:
- Hours and hours of high-quality video training from the co-founders studio
- Access to our paper-only system pre-2019 upgrade
- Dozens of DOL-friendly, ready-to-use client facing documents
- A 5-phase planning process, totally turnkey and available 24/7