It's only bragging if we did it ourselves. Here's just what some of the advisors in our network have to say about the CWA planning process.
"These guys give you the tools you can't get from anyone else.
My broker-dealer is really good at showing you how to open and close a sale, but they don't do anything for us in the middle.
This system gives us backup information, checklists, monthly coaching calls that fill in the gaps.
John & Mike are GREAT. They always answer any question that I have. Call them up - they're here for you. I think that's what every advisor wants - someone to answer the questions they have that no one else seems to be able to".
"When I started using the CWA’s Practice Management Blueprint System, I was really concerned that it wouldn't work for my clients...mostly young adults like me, in their 20s and 30s, and they really didn't have any wealth yet.
Today, I have over 35 clients paying an annual fee for the Custom Wealth Inspection, product sales have increased because the system uncovers more areas than I was finding on my own, and I am getting about 4 new prospects calling in to my office every month.
I know it's because other advisors are not delivering the experience that I am, thanks to the CWA planning process".
"The CWA Network has helped me experience increased confidence, value, knowledge and capability. It has been so much easier now and to give you actual evidence, I’ve already exceeded by 50 percent the amount of money I brought in fees from last year to this year alone. So, thank you CWA Network for everything you’ve done for me. I really appreciate it".
While you wait for our membership to open, come and improve your technical ability with like-minded advisors in our exclusive Facebook group! Let it serve as your online network of goal-oriented professionals where you can talk shop, get advice and help problem solve.