Why is Real Wealth Management Important to Trusted Advisors?

Why is Real Wealth Management™ so important to trusted advisors? Find out at 10:30 CST today in a free Meeting of the Minds and check out these comments from leading advisors in Canada on their Aha Moments. Plus, as bonus you will save $100 when you enrol in the program.

Sign up here to attend the Meeting of the Minds Aha Moment: https://us06web.zoom.us/webinar/register/WN_cUEthDC0Q2i6UMhSXNVWxg

During this Meeting of the Minds Real Wealth Managers (RWM) from coast to coast will be sharing their Real Wealth Management Aha Moments; that sudden moment when they realized Real Wealth Management was the solution for holistic and sustainable wealth management and to truly enable client’s financial peace of mind.

And now for a teaser from leading Real Wealth Managers™ in the field about why these strategies and tools are so important:

“My desire was to align myself with a society that recognizes the significance of a team advisory collaboration for the ultimate benefit of the client. “

 – Marie DeLauretis, B.Comm, CFP, CFDS, RWM™

"I have learned so much from Evelyn and the Knowledge Bureau and I am pleased to have the opportunity to help others."

 – Chris Valentine, MFA™, DFA-Tax Services Specialist™, RWM™

“The RWM™ framework is exactly what we've been striving for since we started Fraser & Partners years ago. Collaboration with a complete wealth management team fully integrates the planning process with all stakeholders involved and invested in the best possible outcomes."

 – Jan Fraser CFP, CLU, CEA, RWM™

“The Society of RWM™ is a great fit for me and my work with my clients. It's a fantastic way to collaborate with other professionals to share thoughts and ideas.“

- Kareen Rekowski, MFA™, DFA-Bookkeeping Services Specialist™, RWM™

Save $100 when you enrol in the Real Wealth Management™ Program today with code ‘RWMAHA”