RWM™ Real Wealth Manager

Who Should Take it? Advisors who truly want to offer a new value proposition and build strong, inter-generational, multi-advisory relationships throughout personal and financial lifecycles, will want to use a new approach: Real Wealth Management.

The course entails the completion of 18 online modules and features a case study approach using 15 sophisticated software tools to enable deeper conversations and projections that answer specific financial
trigger questions.

Of special interest to tax and financial advisors, retirement, investment, insurance and estate planners, but also perfect for any individual wishing to take control of the wealth they accumulate
throughout their lifetime.

You’ll complete 18 comprehensive modules in this important professional program:

What’s Involved?

With the training, tools and processes, the RWM™ is highly trained to consider a client’s accountable financial outcomes with a consistently high standard of care. Over the long term, the RWM™ contributes not only as a knowledge specialist, but most importantly, as the primary advisor trained in the inter-advisory discipline of Real Wealth Management™. Specifically, the RWM™ possesses:

• Deep Knowledge in a field of specialization suitable to their clients’ needs:
• Investment Income Services
• Retirement Income Services
• Tax Planning Services
• Succession and Estate Planning Services
• A Strategy and Process for joint decision-making as illustrated below:

What Skills Does the RWM™ Possess?

The RWM, the primary advisor in providing comprehensive and collaborative wealth advisory services, is specifically trained to lead strategic decision-making by an inter-advisory team with family stakeholders. The steps to this approach include:

• Possessing deep knowledge in the advisor’s field of practice
• Acting as the primary advisor through a strategic process of decision making
• Listening for the client’s life and financial triggers
• Strategizing using the “Four RWM Elements”: accumulation, growth, preservation and transition of sustainable wealth
• Managing the team of specialists to provide required expertise for financial solutions
• Implementing the RWM strategy on an efficient after-tax, after-cost basis with all stakeholders
• Analyzing financial data expertly and consistently over time to meet financial milestones
• Reviewing and adjusting the strategy and process to meet ongoing client objectives

“Knowledge Bureau, with their first-class courses, offers asustainable, long-term educational framework for industry professionals.

This is about implementing the Real Wealth Management process from an emotional intelligence, as well as a technical point of view, to guide clients in achieving their goals”

—Stefanie Keller, CFP, RWM™