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Workshop Outline

  • What is WealthGeneration.
  • The 7 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.