Read Karl Bareither's new book, Becoming a Wealth Transfer Specialist: A proven holistic model for financial, legal and tax advisors to expand their family business practice

 for only $19.95 in our secure online store!

Download Introduction + Chapters 1-2 as a PDF file

Learn how Karl R. Bareither built a successful career by going beyond product transactions to a fee-based process approach assisting business owners and their families.

The FBR Model is a proven, holistic approach to wealth transfer planning that embraces the revolutionary concept that the client is the entire family, not the business owner alone. Imagine the reaction you'll receive as you present, in a family retreat setting, a wealth transfer plan that takes into account the needs, wants and desires of all the family members present!

Discover how you can enhance the profitability of your current practice by receiving planning fees for providing this valuable service to business-owning families. Becoming a Wealth Transfer Specialist takes you step-by-step through the process!

Also check out published articles from the FBR System