Learn how to use the Circle of Wealth® to deepen relationship and discover opportunities with existing clients as our executive coaches share their process for annual reviews.
About the Course
Learn How To...
- How to use Circle of Wealth® to deepen relationship and discover opportunities with existing clients
- How to streamline your annual review process and fulfill compliance responsibilities
- Compliance tips and templates for documenting annual review conversations
Demonstration Cases
- A variety of processes demonstrated by executive coaches for their annual reviews
- Specific presentations used during the annual review
- Follow up procedures you can automate in your practice
Resources
- Six, one-hour, session recordings
- Shared documents and resources
- Ability to email your coach(es) course related questions
About the Course
Learn How To...
- How to use Circle of Wealth® to deepen relationship and discover opportunities with existing clients
- How to streamline your annual review process and fulfill compliance responsibilities
- Compliance tips and templates for documenting annual review conversations
Demonstration Cases
- A variety of processes demonstrated by executive coaches for their annual reviews
- Specific presentations used during the annual review
- Follow up procedures you can automate in your practice
Resources
- Six, one-hour session recordings
- Shared documents and resources
- Ability to email your coach(es) course related questions
Coaches (Instructors):
Matt Rzepka
Executive Coach & Master Mentor
Matthew L. Rzepka, CPA, CFP® is the owner of Valley Oak, a conglomerate of professional services firms based in southwest Michigan, focusing on tax planning, wealth building, and business advising.
Beatrice Schultz
Executive Coach & CEO of MoneyTrax North Amercia
It’s not every day that a chemical engineer with a Master of Science in management and 25 years in corporate America, makes the shift to financial planning.
Starr Barnum
Executive Coach & Master Mentor
Starr works primarily with families and business owners. He uses a unique approach in that he helps people find money that they're currently transferring away unknowingly and unnecessarily.
Beth Walker
Executive Coach & Master Mentor
Beth collaborates with families to create better futures—for their college-bound kids and the parents they leave behind. Beth enthusiastically shares the concepts she wrote about in her book, Never Pay Retail for College.
Fredrick Hicks
Executive Coach & Master Mentor
Fred helps the American middle class and self-employed business owners overcome their concerns about market risk, increasing taxes, mounting debt, and saving enough money to last the duration of their retirement and more.
Ryan King
Executive Coach
It quickly became clear to me as I began April 2003, in the Financial Services world, if you can’t communicate, you don’t eat. It also became apparent that this is one of the most dysfunctional and disjointed Industries I’ve ever seen and yet, I love it to bits.
Coaches (Instructors):
Matt Rzepka
Executive Coach & Master Mentor
Matthew L. Rzepka, CPA, CFP® is the owner of Valley Oak, a conglomerate of professional services firms based in southwest Michigan, focusing on tax planning, wealth building, and business advising.
Beatrice Schultz
Executive Coach & CEO of MoneyTrax North Amercia
It’s not every day that a chemical engineer with a Master of Science in management and 25 years in corporate America, makes the shift to financial planning.
Beth Walker
Executive Coach & Master Mentor
Beth collaborates with families to create better futures—for their college-bound kids and the parents they leave behind. Beth enthusiastically shares the concepts she wrote about in her book, Never Pay Retail for College.
Ryan King
Executive Coach
It quickly became clear to me as I began April 2003, in the Financial Services world, if you can’t communicate, you don’t eat. It also became apparent that this is one of the most dysfunctional and disjointed Industries I’ve ever seen and yet, I love it to bits.
Fredrick Hicks
Executive Coach & Master Mentor
Fred helps the American middle class and self-employed business owners overcome their concerns about market risk, increasing taxes, mounting debt, and saving enough money to last the duration of their retirement and more.
Starr Barnum
Executive Coach & Master Mentor
Starr works primarily with families and business owners. He uses a unique approach in that he helps people find money that they're currently transferring away unknowingly and unnecessarily.
Testimonial from past course attendees