Joint Work Opportunity
If you find yourself interested in providing wealth transfer planning services, but not fully committed to the investment of time and money to become a Wealth Transfer Specialist, we can still help you work within this marketplace through our Joint Work Model.
With advisors around the country we can partner you with a qualified Wealth Transfer Specialist to facilitate the process with you.
Your Responsibility:
- Find the candidate
- Describe the process
- Gain commitment to move forward
- Initiate conversation with FBR System
Our Responsibility:
- Partner you with an experienced Wealth Transfer Specialist
- Organize the process
- Engage all family members
- Facilitate the Family Retreat
- Solve the wealth transfer issues
- Present the solutions
- Assist in implementing the solutions
- Help service the clients
This model is designed to allow you to continue controlling your client relationship while leveraging the proven expertise and processes associated with the FBR Model.