| Family Wealth Strategies (FWS) is a multi-night turnkey financial seminar designed for licensed advisors to conduct in both the public and corporate marketplace. This seminar is written in a modular format. The financial professional who instructs the seminar will choose the subject matter, which relates to their planning practice, from an ever-growing list of subjects.
If the advisor/instructor focuses their practice on insurance they would choose the insurance sections. If their practice leans towards managed money then those sections would be taught. The Family Wealth Strategies Seminar is then presented in 2½ hour teaching sessions held 1 night per week, for 3 consecutive weeks.
In the public seminar arena, classes are usually given through a college or university. This is a win/win situation for both the instructor/advisor and the learning institution. Families that attend the seminar pay a registration fee. Educational Seminars of America recommends that the tuition be priced at $49 per family. This registration fee is usually split between the college/university and the advisor/instructor. Whether the college/university receives all, or part, of the tuition, the advisor will still see a large number of the attendees seeking a working relationship with them by the end of the class.
Unlike our competitors who seem to roll out a new course for every possible teaching opportunity, the same Family Wealth Strategies Seminar is designed for both the public arena (college/university) and the corporate arena alike. No new systems to buy no new course to learn. One system does it all.
The Family Wealth Strategies Seminars is so versatile that the advisor/instructor will usually see a natural cross-marketing effect occur. Once the advisor/instructor knows the right questions to ask, public seminars will open doors to other seminars hosted by employers, special interest groups and even churches if the advisor/instructor also uses the Family Wealth Strategies sister seminar, Bible-Based Money Management Seminars. (Click Here for more information on Bible-Based Money Management Seminars)
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