Real Wealth Management™: Collaborative, Future-Oriented Financial Planning

The RWM can make a huge difference in how you grow your future business and influence the wealth accumulation, growth, preservation and transition your clients are making decisions about.   We invite you to take a few minutes now to watch the Meeting of the Minds session with Alan Rowell,  RWM™, MFA™, DFA-Tax Services Specialist™, FDFS™ who provides his “Why” –  the evolution of the difference it made for his firm, the valuation of his company and the culture that prevailed for his dynamic employees. Plus, take advantage of a special offer: save 15% when you enrol in the RWM™ Program with code RWM15.  Offer ends June 30.

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During the Meeting of the Minds, practicing Real Wealth Managers™ shared their “why” that lead them to build their own family offices and practice within the RWM™ framework in order to help Canadians achieve financial peace of mind. How can you be part of transformative change in the financial services industry with your own family office focused on collaborative, future-oriented, financial planning? Check out this aspirational story:

Alan Rowell shared that the RWM™ model is part of their corporate culture, it’s what they believe, it’s baked into everything they do. They’ve developed a trusted advisor relationship with clients who tend to call them first. Why practice the RWM™ model? Taxation effects everything, and the Accounting Place believes it’s a moral obligation to their clients to get the best overall financial results, which is enabled by the support and collaboration with others in the financial services industry.

Educating clients is also an important part of how these professionals practice. Practicing the RWM™ model has led to strong client retention, consistent referrals and an opportunity to provide services for up to 3 generations in a family.

In addition, Alan noted that their team of professionals feels high levels of job satisfaction by truly making a difference in helping clients achieve financial peace of mind.

Learn more from these RWM™’s and the rest of our panel paving the way for a new transformative approach to tax and financial planning. When you register for the Meeting of the Minds you’ll have access to the 1 hour event recording…and more!

Ready to Build Your Own RWM™ Family Office?

A Special Offer Until June 30, take advantage of an exclusive Program Offer and save 15% on Real Wealth Management™ Program tuition with code: RWM15 (all taxes extra – cannot be combined with any other tuition offer. Check out your online Meeting of the Minds environment for details!).

Who is the Real Wealth Manager™?

Advisors authorized to use RWM™ behind their names have a deep and broad understanding of both the behavioural and financial skills required to manage family wealth over several generations. Using extensive skills in providing tax efficient Real Wealth Management services, clients are presented with an unparalleled opportunity to work with a primary advisor who has assembled a trusted team of specialists to help guide financial requirements throughout various family lifecycles. In collaboration with the family, the RWM™ develops a strategy and follows a process to manage inter-generational wealth on an after-tax basis. This sets the standard for decision-making for investment, retirement, business, succession and estate planning. The team is then responsible for the stewardship of wealth from one generation to the next.

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Your Meeting of the Minds Experience

1. Watch the Live Session recordings – attend this complimentary live-virtual event, hosted by practicing Real Wealth Managers™. Can’t attend live? Sign up to access the recording after the event!
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.

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Meet the Society of Real Wealth Managers™ 2024 Members! Learn more by visiting the brand new Member Directory.