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Workshop Outline
What is WealthGeneration.
The 3 Step WealthGeneration process.
Marketing and selling the service to clients.
Information gathering.
Strategy database.
Selecting strategies.
WealthGeneration reports and presentation.
Client discussion and implementation.
Software demo and tour.
Preparing WealthGeneration reports using the software.
7
wealth generation
sins.
Fees and charging clients.
Case studies and group exercises.
Current Workshops
Coming soon.