Bring your practice to the next level with our award-winning practice management training system.
Discover the Gold Standard of 401K Planning Systems! You’ll learn how to efficiently -- and profitably -- provide DOL friendly plan level advice to 401k plan sponsors. While many advisors are moving away from this market segment our DOL friendly system is a huge opportunity for you. Once implemented, You'll have a 401K Consulting program that delivers consistent revenues and a system for acquiring more referrals.
The industry is always changing - your skills should be too. Learn from the CWAN team and ask questions about any subject area so that you become the subject matter expert you need to be to become more referable. We will often use redacted case studies to give you an in-depth look at how exactly our training works with real clients. You'll get professional, up-do-date coaching every month on the first Monday of the month for 1 hour. The call will be guided by John & Michael but each call is open to questions which can be collected at any point prior to the call. The fee will be charged monthly and also serves as a membership access fee.
Every financial advisor/planner should know how to review and architect wills and trusts. This training has been designed to be used as part of an internal review process of a client’s financial plan, covering wills & trusts basics, debts & taxes, residuary estate and more.
Income tax reduction strategies should be part of every advisor's game plan to help them create a unique client experience. This training will help you to stay top of mind with your clients and the people they should be referring you to today and in the future.
A "business exit" is important for both the business owner and the executive. Leaving the source of their income takes careful planning and preparation before they make the big leap. Our Buy/Sell Agreements training will help you guide your clients through all of the options!
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And, as our way of welcoming you, we're giving away our 5 page Objection Handling Script!