Wealth Mentor Training Programs
Understanding Client Behavior to Drive Quality Life Performance
How can you increase the emotional engagement of your clients for a stronger relationship?
Do you have a process to help your clients set committed goals based on their life purpose?
Are you interested in increasing your advisory fees by delivering Quality Life Performance Programs?
The Wealth Mentor Training Programs are leading education programs for advisors, coaches, professionals and other consultants to enhance their services by learning to integrate into their business a unique Quality Life Performance Planning Model with a human behavior foundation.
By participating in our Wealth Mentor Training Programs you will be equipped to use and facilitate the Financial DNA profiles, processes, tools and Quality Life Performance presentations in delivering a deeper and broader range of value-added services to your clients.
For information on the Certified Wealth Mentor Training Program, to incorporate greater coaching, education, leadership and sounding board skills into your advisory process and practice management, Click Here.
Financial DNA Wealth Mentor Part 1 Training
Objective: To become a Registered Financial DNA Advisor
What You Get: Two days live training and 16 CE Credits- Discovering Client Behavior. You will learn:
- Deeper insights into client life and financial decision-making behavior
- How to emotionally engage clients at a deeper level
- The art of conducting personalized discovery and planning meetings with clients using powerful questions
- The keys for building relationships with different behavioral styles
- How to deploy the Core Life and Financial Directions Profiles
To become a Registered Financial DNA Advisor and obtain the benefit of discounts on profile purchases, you must complete the Part 1 Wealth Mentor Training outlined above. The cost is $2,000 (all meals, resource materials and tools used in the training are included). However, there are further fee reductions available under our Registered Advisor Training Package.
Click Here to download the brochure.
Click Here to Register for Part 1 Wealth Mentor Training
Financial DNA Wealth Mentor Part 2 Training
Objective: To become a Certified Wealth Mentor
What You Get: Two days live training and 16 CE Credits - Quality Life Financial Planning. You will learn:
- The behavioral influences of a client’s past and current environment on their life, financial and investment decision-making
- To lead clients through a structured process for life purpose discovery based on their talents, passions, vision and values
- Help clients improve their relationship to money
- How to help a client build a Quality Life by leveraging their talents for growth, aligning relationships for harmony, living their life purpose, making more committed decisions and creating sustainable life changes
- How to present Quality Life Workshops to prospects and clients
- The Ideal Advisory Practice Framework
- How to deploy all Financial DNA Profiles
To become a Certified Wealth Mentor you need to complete BOTH parts 1 and 2 of the Wealth Mentor Training as outlined above (4 days of training split into two 2-day programs). However, if you start with the first program we do not obligate you to complete the second program. Once you become a Certified Wealth Mentor there are currently an additional 2 two day programs.
The cost of the Part 2 training program is $2,000 (all meals, resource materials and tools used in the training are included). However, there are fee reductions available under our Certified Wealth Mentor Training Program if you commit to a package of training, profiles and services.
Click Here to download the brochure.
Click Here to Register for Part 2 Wealth Mentor Training
Click here for Training Agendas and Curriculum | Click here for Training Dates and Locations
Note 1: We are available to deliver training at specific locations on request.
Note 2: We conduct the training on a virtual basis by Webinar over 4 consecutive weeks from time to time, subject to demand.
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