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CertWealthStrategist uploaded a new video
(2 weeks ago)
Volatile Market: Part 4- What are YOU telling your wealthy clients?
Certi...
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Volatile Market: Part 4- What are YOU telling your wealthy clients?
Certified Wealth Strategist® presents the 4th in a series of FREE podcasts from Roy M. Adams, an expert in providing solutions for the financial services professional in serving their wealthy clients.
In this month's podcast, Roy will provide insight on the topic of Meeting with Centers of Influence. Join us monthly as Roy provides executable ideas that you can begin implementing with your wealthy clients RIGHT NOW!
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CertWealthStrategist uploaded a new video
(1 month ago)
The Certified Wealth Strategist® presents the 3rd in the "Volatile ...
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The Certified Wealth Strategist® presents the 3rd in the "Volatile market- What are you telling your wealthy clients?", series of FREE podcasts from Roy M. Adams, an expert in providing solutions for the financial services professional in serving their wealthy clients.
In this months podcast Roy will provide insight on the topic of Tax Planning & Diversification of Personal Wealth.
Join us monthly as Roy provides executable ideas that you can begin implementing with your wealthy clients RIGHT NOW!
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CertWealthStrategist uploaded a new video
(2 months ago)
The Certified Wealth Strategist® presents the 2nd in a series of FREE po...
more
The Certified Wealth Strategist® presents the 2nd in a series of FREE podcasts from Roy M. Adams, an expert in providing solutions for the financial services professional in serving their wealthy clients.
In this months podcast Roy will provide insight on the topic of Diversification of the Portfolio.
Join us monthly as Roy provides executable ideas that you can begin implementing with your wealthy clients RIGHT NOW!
The Certified Wealth Strategist® is the only certification that provides the knowledge, practice management formula, and critical client interaction skills to grow an existing practice or build a new successful practice.
The CWS® certification is a blended learning program that can be completed in as few as six months, and the skills and tools gained throughout are applicable immediately.
A Certified Wealth Strategist®:
•Will know how to work their existing client base to retain and expand current relationships
•Has the most current knowledge and skill sets needed to work with more complex client issues
•Is well versed in the finite number of key issues that must be addressed with all affluent and high-net worth clients
•Has the competence to identify issues and assume the lead role in analysis with other experts and the confidence to discuss these issues with clients
•Provides ideas, suggestions, and alternatives for addressing specific issues in this tough economic climate
•Has an increased close ratio up to 90% with new clients
Recent research conducted with Registered Rep confirms a Certified Wealth Strategist® is more equipped to guide and serve their clients in this turbulent market. See results on www.certifiedwealthstrategist.com
To find our more please visit:
CWS® certification
www.certifiedwealthstrategist.com
Monthly Estate Planning teleconference
www.royadamsteleconference.com
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CertWealthStrategist uploaded a new video
(7 months ago)
A Certified Wealth Strategist®:
• Has the knowledge and skill sets needed...
more
A Certified Wealth Strategist®:
• Has the knowledge and skill sets needed to work with
more complex client issues and better serve the
high-net worth market
• Is well versed in the finite number of key issues that
must be addressed with all affluent and high-net
worth clients
• Has the competence to identify issues and assume the
lead role in analysis with other experts as needed
• Provides ideas, suggestions, and alternatives for
addressing your specific issues
• Is your Trusted Advisor
A Certified Wealth Strategist® helps clients:
• Create and grow wealth
• Protect and preserve their wealth
• Plan for the distribution of their wealth during life
in the most tax-advantaged way
• Plan for the distribution of their wealth at death in
the most tax-advantaged way
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CertWealthStrategist uploaded a new video
(7 months ago)
The Certified Wealth Strategist® presents Roy M. Adams, an expert in pro...
more
The Certified Wealth Strategist® presents Roy M. Adams, an expert in providing solutions for the financial services professional in serving their wealthy clients. In this brief commentary, Roy will provide some thought provoking actionables that you can begin implementing with your wealthy clients RIGHT NOW! For more information on the Cannon Estate Planning teleconference series with Roy M Adams visit www.royadamsteleconference.com
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