FBR System – Wealth Transfer Specialist Training Options
Option One: Live Two Day Training Program
Day One:
- Introduction and Overview of the FBR Model
- Fee For Service
- Understanding the Current Plan
- Communication Skills
- Case Study Workshop
- Understanding Wealth Transfer Options
- Using the FBR Report Generation Software
Day Two:
- Organizing the Family Retreat
- Facilitation Tips
- Role-play: The Family Retreat
- Marketing Approaches and Techniques
- The Business Owner Seminar Presentation
- Wrap-up and Evaluation
Option Two: Online Training Program with Self-study
90 Minute Webinars (Two per week for four weeks)
Session One:
- Introductions and Attendee Expectations
- Overview of the FBR Model
Session Two:
- Building a Fee-based Practice
- Understanding Personalities (Interviewing)
- Communication Skills
Session Three:
- Case Study
- Discussion
Session Four:
- Understanding the Current Plan
- Understanding Wealth Transfer Options
Session Five:
- Using the FBR Report Generation Software
- Understanding Personalities (Presenting)
Session Six:
- Organizing the Family Retreat
- Facilitating a Family Retreat
Session Seven:
- Marketing Yourself as a Wealth Transfer Specialist (Approaches and Techniques)
- Marketing Yourself as a Wealth Transfer Specialist (Seminar Presentation)
- Marketing Yourself as a Wealth Transfer Specialist (Associations)
Session Eight:
- Creating Your Plan of Action