Become a Wealth Transfer Specialist
If you are currently in the tax, legal, financial, and insurance services industry and make your living working with successful family businesses we have an exciting opportunity that can help you take your business to the next level.
FBR System has helped provide wealth transfer solutions to business owners, and their families, since 1969. With proven processes in place we have created a transferable model – a new way of working with family and business called Family & Business Renewal. The FBR Model recognizes that the client is the entire family, not only the business owner. Your ability to understand problems and solutions combined with understanding matters of the heart creates a truly revolutionary platform for personal growth within your business.
As a family business advisor, you can benefit by using the FBR System approach with your clients:
- Offer your prospects and existing family business clients a proven, effective wealth transfer planning process.
Enhance your image as a professional family business advisor:
- Build a base of satisfied clients and develop a never-ending source of new prospects.
- Increase your credibility and income through value-added consulting planning fees.
The Family & Business Renewal Model focuses on these key principles:
- Work with all family members, not just the current business owner.
- Open the agenda to include everyone in the family, including spouses.
The FBR System is a three phase nine step model:
Recognize the most important business asset are the people:
- Create a climate for open dialog and communication among family members and their trusted advisors.
- Design a workable solution using proven proprietary software.
- Implement the plan and follow-up.
Options for working together:
With the FBR model you have the ability to preserve the past, protect the future, and help others – starting now:
- You can become a Wealth Transfer Specialist.
- Or, partner with an experienced Wealth Transfer specialist.
Both models provide you with opportunities to add value to your services, reward, and compensation.
Become a Wealth Transfer Specialist:
If you are interested in the FBR Model and want to become an independent Wealth Transfer Specialist we have created a turn-key program to help you. It includes:
- The FBR Model
- Market Identification
- Family owned businesses that are capital intensive
- Business Owners and family members you know, including existing clients
- Third-party Trade Endorsements and/or Professional Alliances
- Sponsored Educational Seminars
- Informational Family Meetings
- Ongoing communication and service
- Skill Development
- Facilitation/mediation skills
- FBR System Software
Learn more and determine your level of commitment:
- Participate in a 90 minute introductory seminar – in person or online to understand the two options for working with FBR System.
- Complete an application to become licensed as a Wealth Transfer Specialist
- Individual User
- Corporate Contract
- Sub-license for joint work opportunities
When you make a commitment to license the FBR Model you will receive:
- The FBR Getting Started Kit with all supporting marketing/sales tools.
- A step-by-step process to guide you from building relationships to implementing solutions.
- An invitation to participate in interactive training workshops.
- Access to additional on-line training.
You will become part of our team of licensed wealth transfer specialists which will allow you to do joint work with sub-licensed advisors.
Your investment includes:
- The price of licensing the system.
- The time it takes to become proficient leveraging proven tools and processes.
We hope you see the value of becoming a Wealth Transfer Specialist and recognize that the FBR System will set you apart from the competition.