Upcoming Advisor Training Workshops

• TBA (please click here for details)

About FBR Training Workshops

It's time for advisors to move beyond traditional transaction-centered wealth transfer planning and to embrace an approach that includes the entire family. Attend our training workshops and learn to integrate your business planning expertise with skills for enhancing family communication.

Advisor workshops include handbook, presentation materials and sample planning materials. Training topics include:

• Developing a fee-based practice. Many advisors sell themselves short by giving away planning advice in hopes of being compensated later by sales commissions or document-drafting charges. Learn how to position yourself as a professional, providing valuable services for a fee. Charging value-added planning fees can create an important new revenue source for your practice.
• Examining the present wealth transfer plan. Often the plan is hidden from the extended family. You will learn to understand the significance of this secretiveness and its negative impact on the business and family.
• Using and applying the FBR Model in your work. Whether your background is tax, law, finance, or business consulting, you will learn a host of valuable ideas and tools for assisting clients.
• Appreciating the importance of conducting a family retreat. The purpose of the retreat is to create a safe place for family dialogue, obtain information, exchange ideas, and review the new wealth transfer plan.
• Recognizing family values in conflict. Learn facilitating skills and mediation tools for facing this obstacle. Open communication among family members ensures a wealth transfer planning solution that promises success for both business and family.
• Increasing interpersonal awareness in the planning process. Understanding the perspectives of all family members strengthens the level of trust in the planning process.
• Understanding the FBR Wealth Transfer Report. Learn how to use the software program to quickly and easily create a meaningful plan.
• Enhancing the value of teamwork. Bringing together the business owner, family members and their trusted advisors, you will learn to orchestrate the group for optimal performance and client satisfaction.

The two and one-half day training workshop fee is $1,400 and includes training materials. Trained advisors are eligible to re-take the training course as space permits, without paying the workshop fee. We back our training workshops with a money-back guarantee.

For more information about our upcoming advisor training workshops, please contact us.