We'll provide and coach you through our unparalleled 5-phase financial planning process that will completely transform your practice.
Say "good-bye" to ad-hoc financial planning and build a business worth boasting about.
We'll teach you everything you need to know about delivering a world-class wealth-planning process to the high net worth market, all at your own pace, no matter where you are in the world.
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.
2+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.
An advisors first meeting with a prospect has only one goal - to get the next meeting. Phase 1 & 2 create a combined approach we call "The Two Step On-Boarding Process". We'll teach you how to determine if your prospect is a good fit and then set the foundation for what your client-advisor relationship will look like. You'll learn the personal and financial goals of your prospective client to begin crafting a Strategic Blueprint to assess their current financial situation. The meeting provides just enough information and raises the right amount of questions, so that prospects naturally want to schedule the next meeting with you.
The Strategic Blueprint is first thing that separates the CWA Network from every other financial advisor training system on the planet. Utilizing the prospects financial documents and the goals they presented, you will prepare a plan that shows the scope and depth of your financial planning capabilities & the value you'll bring to them. It will establish why your fees are what they are and you'll feel confident in doing so.
All of the tools, systems and processes to guide you through the different client meetings you'll need to master in order to create a comprehensive financial plan is found in the Goals Navigator.
It consists of the the four focus meetings you will need to conduct in order to create a comprehensive financial plan. It's not one particular course, but the umbrella of which four meetings falls under.
Having a completed plan is only part of the picture - a plan to implement is just as important! The Solutions Activator is where you and your client discuss and agree upon specific deliverables and their timelines, in alignment with succeeding in their financial plan.
The CWI is the secret sauce to the planning process and something clients won't find with any advisor who hasn't adopted our methodology! Plans and projections change, so to keep your clients on track with achieving their goals, the Custom Wealth Inspection is an annual review to reflect upon and discuss their progress toward succeeding with their financial plan.
Nothing beats peer support! As a member of the network, you'll be able to join our monthly coaching calls on the first Monday of every month! Members get to ask questions, get custom advice and feedback from the co-founders and pick the brains of other advisors who have been in the system for many years. The call is 1 hour long and begins at 12:30pm EST. If you can't make it, don't worry - you get to access 6 months of coaching calls through the Advisor Academy portal 24/7.
Most advisors lament the technical skills to implement much of any planning system, especially annuities and investments. We cover both, and much more, with our a la cart bonuses! Instead of us simply throwing the kitchen sink at you, pick the bonus pack you want the most. You can purchase any of the remaining packs at any time.
Advisors constantly complain that we're taught how to sell, but we're not taught how to build referrals.
Our system takes the pressure off and in so doing, typically results in more introductions that are better qualified for your business model.
Lesson 1: The Name Gathering Secret
Lesson 2: Referral Leverage Points (must learn)
Lesson 3: Client & Prospect Sample letters
Lesson 4: The Meeting Script
Lesson 5: Objection Handling (Telephone)
Lesson 6: The referral gift process
Share The Experience is not a referral process or set of tools that you use with the client, but a mindset that what you are delivering is a unique client experience. We'll show you how to obtain that mindset in this bonus!
Lesson 1: Creating the Right Mindset
Lesson 2: Identifying & Creating Collateral
Lesson 3: Putting It All Together
Lesson 4: Share the Experience Language
Some of our advisor's favorite special tools we've created over the years!
Tool 1: The Language Bank – Objectives, Observations and Recommendations
Tool 2: First Meeting Mailings
Tool 3: Life Event Booklets
Tool 4: Business Tracking Tools
Tool 5: Follow up letters for every meeting
We offer three payment options to fit any budget!
One Time (membership access fee of $97 begins month 2)Membership is currently closed
Per month for 3 months (membership access fee of $97 begins month 4)Membership is currently closed
Over 15 years ago, John Enright decided to stop doing things "ad hoc" in his planning practice. He was successful, but at great cost to work/life balance by spending 70+ hours a week at the office. He discovered that once systems and processes are put into place and meticulously followed, more time can be spent on building client relationships and delivering true value, instead of worrying about the technical elements of delivering a financial plan. He packaged and started selling the system in 2012 to a pilot group of advisors who were begging him to do so...and the rest is history.
YES! We have advisors who have adopted the Custom Wealth Inspection process all over the world. In fact, one of our earliest licensees recently won an award in Singapore! Everything we have is compliance-friendly and customizable for your practice.
The Advisor Academy is your online portal to access all of the training products you have purchased (or, at times, received for free) from us.
If you work hard at it the first year, you can have 60% of our system running in year one, 90% by year two and 100% by year three. And remember, we have coaching and team calls monthly as part of your membership, so the entire network can help you every step of the way, regardless of how quickly you’re implementing it or not.
Absolutely! We have three pre-recorded “backstage tours” where we show you EVERYTHING. No surprises.
It's simple. We have 3 membership openings per year. When you're ready to become a member, simply select one of the pricing options above. Once your payment is complete, you'll receive all the information you need to get started right away!
Many of our licensees have their CFP, ChFC, many have earned their CPA or JD and having a designation is helpful but the founder of our system has no designation at all. Don’t get me wrong, he could have any designation and one day when the industry doesn’t have over 150 different designations and has one….like CPA, MD or JD, he’ll obtain it. For most of our licensees, we’d recommend the CFP, or CPA/PFS designation.
It’s $97 a month for access to our systems and monthly coaching call.
Not yet – but we are working on it!