Take the Next Step: Deliver the Confident Advice Your Clients Need as an RWM

Are you ready to take the next step and help your clients experience financial peace of mind  while recent budget announcements, inflation and more are weighing heavily on Canadian taxpayers. Delivering confident advice has never been more important! Take advantage of an exclusive Program Offer and save $500 on Real Wealth Management™ Program tuition until May 31. Experience the education first by taking a risk-free Orientation, which includes a recording of a live RWM™ round table discussion.

Use code: 24REALWEALTH until May 31

(all taxes extra – cannot be combined with any other tuition offer)

The Issues – Why RWMs are in Demand!

• In complex, inflationary times, money goes into motion. Clients may have more support requirements, they may transact more frequently and they will expect more value for the professional fees they pay.
• The time available for more valued service is short. Most advisory firms are facing skilled labor shortages and finding their responsibilities for compliance increasingly challenging, whether from financial regulators, professional bodies or the CRA.
• In many more complex client scenarios, it is critical for a multi-advisory team to know and share common best practices, to put strategic and holistic solutions in place.

Register now to differentiate your practice with new credentials that introduce an integrated approach to growing your business, while building a natural referral network as an RWM™. 

Your Orientation Experience

1. Watch the video of the Live Session – watch the round table panel discussionhosted by practicing Real Wealth Managers™
2. Take the Free Trials - Access your RWM™ Program Trial and Tax Tip Toolkit Trial (includes RWM™ Discovery Calculators and EverGreen Explanatory Notes)
3. Check out your tuition offers in your online environment. Membership to the Society of Real Wealth Managers™ is complimentary to undergrads during their study period.

Experience this Orientation to:

• Find out more about the benefits of working under the RWM Framework and how does it work in practice to grow your business
• Discuss the importance of consistent practice management tools and processes
• Learn how comprehensive RWM (Real Wealth Management) Calculator Tools can enhance your value proposition; including the Income tax estimator, NR vs. RRSP Accumulation Calculator, Take Home Pay Calculator, Charitable Donation Calculators through a case example and live tutorial