3 Dimensional Wealth
Your wealth is "more than money" and the courses that have been created are designed to challenge your preconceived ideas about wealth and redefine it so that you can manage one's "total" wealth in a most impactful way.
"WHO YOU ARE"
"WHAT YOU HAVE"
"HOW TO MAKE A DIFFERENCE"
The Totality of Wealth
To become a "total" wealth manager, is when you address all 3 dimensions of a person's wealth.
The Totality of Your Legacy
From a person's total wealth flows a person's total legacy. This is a critical element as one reaches an older age and begins to wonder if his or her life mattered.
Advising clients with their total wealth is an advisor's highest calling.
Taking Wealth Management To A New Dimension
It is the goal of this course to expand your thinking and grow your practical knowledge to provide a working platform for advising clients into the 22nd century.
