Help with High Value Professional Skills as a Real Wealth Manager™

With the dramatic increase in digital solutions, and the challenges presented by the pandemic, more of your clients may require more frequent communications, improved collaboration between their financial professionals and more efficient processes in building wealth with all family stakeholders.  In a highly complex tax and investment environment, differentiate yourself as a Real Wealth Manager™.  Your new high value professional skills will help you connect the dots, and when you do, a bonus:   you’ll receive an invitation to join in on some important peer-to-peer networking opportunities coming up this spring – exclusively for Real Wealth Managers™.

Become a Real Wealth Manager™: Enrol in the Designation Program

The most trusted financial advisor is the strategist who leads all the other specialists in the execution of the clients’ strategic financial plan.  You can provide a much-needed service and financial relief to stressed clients by offering a new value proposition and build strong, inter-generational, multi-advisory relationships with a new approach: Real Wealth Management.

This is a 12 module program the outlines a practice management approach to providing a framework for holistic Real Wealth Management services with skills-based case studies to accompany 15 sophisticated software tools that guide decision-making for specific client trigger questions about life, financial and economic events around which the client wishes to make financial decisions. 

Proficiencies

The RWM™ (Real Wealth Manager) is the highly trained strategist whose main role is to co-ordinate the decision-making by all the stakeholders (client and professionals) to accumulate, grow, preserve and transition tax efficient family wealth.  Real Wealth Managers provide fully integrated, multi-generational advice by developing one strategic plan and process using three common analysis tools: The Net Worth Statement, the tax return and the financial plan.  They also use a defined process to manage client relationships and solve financial problems and obstacles.

Earnings Ranges

The RWM™ practices in one of the specialized services in the tax, bookkeeping or financial services. The strategic income and capital analysis, and collaborations between family and professional stakeholders is generally billed on an hourly fee basis but may be part of annual review services.

Salary and fee structures for occupations that benefit from achieving the RWM™ credentials vary for:

• Financial planners
• Wealth managers
• Insurance advisors
• Financial advisors
• Charity management
• Tax Accounting
• Legal services

As an RWM™ (undergrads included!) you are also invited to join the Society of Real Wealth Managers™. Here are some of the reasons Society Members believe in participating in the program.

"Client needs are complex and nuanced which demand the level of holistic stewardship that only the RWM™ can provide." – Mark Taucar, CFA, RWM

"I believe in the importance and power of thoughtful planning. The key is to never make assumptions but instead to always understand the math. When you go broad and deep in your analysis, you will always be surprised what you find." – Doug Nelson, B.Comm(Hons), CFP, CLU, MFA, CIM, RWM

"My approach to financial planning includes taking a comprehensive approach. I want to hone my skills in planning and work with like-minded professionals." – Jackie Porter, CFP, EPC, RWM

“Professional development and networking opportunities are integral to the creative thinking that is needed to advise companies well, in an increasingly competitive world." – Jenifer Bartman, CPA, CA, CMC, MFA, RWM

Your $295 annual membership fees provide the following benefits…

Network and Learn with RWM™ Peers:

• Connect and collaborate at exclusive RWM™ events (Meeting of the Minds, speed networking, and DAC RWM™ Receptions).
• Preferred rates for Knowledge Bureau live and virtual events including CE Summits and DAC.
• Participate in the Member-to-Member Referral Program

Access Valuable Special Privileges:

• Get listed on the national Society of RWM™ Member Directory.
• Promote your RWM™ achievements with your member badge for your website and social media
• The RWM™ Discovery Tools are included with your membership ($795 value)
• Earn 15 non-verifiable CE/CPD credits (which maintains annual RWM™ Designate accreditation requirements)

Members: stay tuned for details as they are announced, we’ll be having a Speed Networking Event this Spring! If you’re not yet an RWM™, now is the time to get started so you can join in on this important opportunity to network with like-minded peers!