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The FBR Wealth Transfer Specialist serves family businesses in a unique way. Not only does the Specialist help with the nuts and bolts of estate planning and business succession planning, but he or she also plays a key role in improving the profitability of the business and enhancing inter-family communication. The Specialist is more than just another advisor to the business owner.
Being a Wealth Transfer Specialist gives you the opportunity to make a real difference in the lives of business owners and family members. In return, you receive compensation for the additional value you bring to the table as well as the personal satisfaction of knowing you are helping a family preserve and protect the wealth they have worked so hard to accumulate.
If you are interested in learning more about becoming an FBR Wealth Transfer Specialist and adding an additional source of income to your existing practice, follow these two simple steps:
The books contain a wealth of information about the role and benefits of being a Specialist. You'll see the value of this unique service from the perspectives of both the Specialist and the business owner. When you contact us, we'll answer all your questions about costs, licensing and certification and furnish you with details about upcoming two-day Specialist training events.
How Advisors can utilize a Wealth Transfer Specialist
Some advisors may prefer to work on a joint case basis with our trained FBR Wealth Transfer Specialists. Contact us for additional information.
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