- Wealth & Wisdom Institute has trained thousands of financial professionals across the country
- Wealth & Wisdom Institute has created communication and marketing materials, website presentations and conversations in an informational and educational format to share with clients and representatives.
- Wealth & Wisdom Training redefines the planning process. Redefines the marketing approach and Redefines your professional culture.
- Communication and Marketing is the center point and the foundation in building relationships, increasing revenue, maximizing referrals and securing retention.
- Wealth & Wisdom Awareness Training focuses on economic trends and shifts and government actions that will impact everyone’s planning efforts.
Characteristics of Greatness
My success didn’t come from studying to get my license, ongoing education credits, studying illustrations, charts and spreadsheets, products and home office training. Look at it this way, everyone in our business had to go through this stuff…everyone. So why do some people come out the other end of this process more successful than others? Was it the company marketing pieces, free client leads, higher commissions or company trips that put them over the top? These are only elements designed to keep you with the company because in their world it’s their game, not yours.
In developing Characteristics of Greatness, you will discover it’s your game. Greatness is understanding how to let the game come to you and how to prepare and perfect your game. Ask your clients a simple question, are you looking for a manager or a leader in preparing for your financial future? A manager will focus on how important he is in the planning process. A leader will focus on how important the client is. Leadership in our industry is not mounted on the back of a product. The product should not be the source of a client’s knowledge, it should be the result of their knowledge. Leadership is the recognition of your awareness of the challenges, myths and realities and solutions that impact client’s lives. Over the past twenty years I have challenged the industry as it has become fragmented and unaware of the long-term consequences for the client.
You have been given a great gift…the opportunity to change people’s lives. Your greatness will be centered around your ability to communicate effectively and discovering and developing your inner skills. YOU are the solution in your client’s life, not the illustrations, charts, grafts or spreadsheets.
Greatness is your ability to BRING KNOWLEDGE, THOUGHT AND INNOVATION TO YOUR CLIENTS FINANCIAL FUTURE. Wealth & Wisdom Institute is your Communication and Personal Development Marketing resource where you will uncover your CHARACTERISTICS OF GREATNESS.
Wealth & Wisdom Institute
Become The Solution In Your Client’s Life
Separate Yourself From Your Competition
Establish Yourself As A Leader In The Industry
What is the Purpose and Path of Wealth & Wisdom Institute?
The purpose of Wealth & Wisdom Institute is to discuss with the consumer the challenges and myths & realities surrounding the financial services industry. For the protection of the public, Wealth & Wisdom Institute examines the issues and goals of traditional financial thinking. The concern is, without insight, information and education the consumer has no foundation to ask important and pivotal questions that will support their decision making process. If a consumer is unaware of the questions they should be asking, Wealth & Wisdom discussions help them discover the questions and answers that will bring some clarity to their planning efforts. These questions and how they are answered by an advisor may help the public identify a knowledgeable financial professional.
The problem is, in some cases, as a member of the financial services industry and under the guidance of industry compliance, we are not allowed to share some information and insight with the public and question the focus of the industry. Wealth & Wisdom brings insight and information to the consumer that is usually relegated to footnotes in industry brochures, products and websites. Unfortunately, many times what is allowed in an industry compliance approved presentation is not education. It’s product information. The real education for the consumer begins within the company disclaimers and product footnotes. The dilemma for the consumer when planning their financial future is to overcome the challenges presented in these disclaimers and footnotes.
Wealth & Wisdom Institute will continue to bring insight, information and education to the public. It will continue to bring awareness to professionals in the industry. We believe the consumer has a right to ask questions about the industry and the industry has an obligation to answer them. Consumer protection starts with a client knowing the questions to ask and then allowing the client to “think” instead of being told “what to think”.
The success of Wealth & Wisdom Institute is not company or product related. It is centered on The Science of Human Relationships, Communication and the need to advance Education, Discovery and Understanding into a client’s life.