"Know, Engage and Grow" every client to provide them with a customized life long financial planning experience for building Financial Planning Performance.

Discover the financial personality of your clients for guiding them to transform their Financial Planning Performance
through:

• Maximizing Human Potential;
• Making the Right Choices;
• Improving Relationships; and
• Providing a Customized Financial Planning Experience

If the answer to any of these questions is "yes", then this training program is suitable for you:

Do you need a more reliable method to predict how your clients will react to life and market events?

Are you seeking to increase the emotional engagement of your clients for a stronger longer term relationship?

Do your clients find it difficult to confidently make committed, long-term decisions?

Do you need a more structured process to help your clients discover their life purpose and set goals?

Are you interested in increasing your advisory fees by 20% per annum on a sustainable basis?

About the Training

The Certified Wealth Mentor Training Program teaches predictive life and financial behavioral insights to advisors, coaches, professionals and other consultants to transform their advisory performance. You will learn how to deploy the 6 pillars of DNA Quality Life Performance using the internationally recognized Financial DNA Discovery Process.

Objective:

Our behavioral methodology is proven to enhance your ability to engage and more confidently advise, coach, and mentor clients to make improved life, financial and investment decisions based on their purpose. Further, our highly structured and tangible Financial Planning Performance Process will enable you to charge higher advisory fees and increase profitability on a sustainable basis by over 20% per annum. To learn more about transforming the Quality Life Performance of your clients using the Financial DNA Discovery Process, please click here.

For information on the Certified Wealth Mentor Training Program, please email us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

What You Get:

Three days live experiential training to learn how to discover unique life and financial behavior insights for guiding your clients to build a DNA Financial Performance Plan and maximize their human potential. In this training program you will learn to:

• Measure your clients' Quality Life Performance
• Interpret and use the Financial DNA Discovery Process to gain deeper insights into client and financial decision-making behavior
• Emotionally engage clients at a deeper level in your service
• Understand different behavioral styles to customize the financial planning experience
• Conduct personalized discovery and planning meetings with clients using strengths based powerful questions
• Build a behavioral and life purpose based financial plan
• Guide your clients to build a Behavioral Investment Policy Statement and thereby more confidently make committed financial and investment decisions
• Help your clients discover their life purpose for setting goals and making the right choices for a Quality Life
• Know yourself to manage the natural behavioral bias you will have in advising your clients
• Implement the Quality Life Performance Planning Model in how you deliver services

After your clients have been Wealth Mentored, they will be saying the following about the experience:

• I feel comfortable in being guided to self discover and share information
• I am liberated by the knowledge of my true life and financial motivations
• I feel heard and understood by my advisor and family members
• I am satisfied the best solution has been tailored to who I am
• I am confident that the right choices have been made
• I am emotionally committed to the decisions I have made
• I now have a financial plan to build a Quality Life

Price:

To become a Certified Wealth Mentor and obtain the benefit of wholesale discounts on purchasing the DNA Behavior Discovery Processes, you must complete the Wealth Mentor Training outlined above. The cost is $3,000 (all meals, resource materials and tools used in the training are included). However, there are further fee reductions available under our Certified Wealth Mentor Training Package. For more information on the training fees and wholesale discounts on purchasing the DNA Behavior Discovery Processes, please email us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it .

To learn more about the Program, Click Here.

Click Here to download the Certified Wealth Mentor Training brochure.

Note: We are available to deliver training at specific locations on request.