Welcome to

Capturing The Potential

• Seize The Opportunity

• Three Things You Must Know Now

• Three Things You Must Know Now

• Introduction

Module 1: The Power of Wealth Management

• Why You Need a Professional Network

• The Right Professional for Your Network​

• Define Ideal Professional Network Member

• Identifying Candidates

• The Advisory Discovery Meeting

• Selecting The Right Professionals

• The Professional Network Meeting

Module 2: Forge Powerful Strategic Alliances 

• Stand Apart with Wealth Management

• Consultative Client Management

• Know The Potential Partners

• Implement Consultative Strategic Alliance

• Key Stakeholder Meetings

• Strategic Action Plan Development

• Launch a Pilot Program

• Offer Second Opinion Service

• Private Client Events

• Irresistible Offer

• Billionaire Money Rules