Wealth Transfer for Business Succession & Estate Planning
Thank you for visiting the Family Business Renewal (FBR) System, designed to help you:
EARN MORE MONEY consulting with Family Owned businesses.
LEARN TO ADD GREATER VALUE to your client relationships.
DOUBLE your product sales.
SAVE TIME with a proven process and supporting tools.
We will help you
Transition to a Fee for Service Model so you can:
Leverage our unique software and marketing materials to be able to serve more family businesses.
Increase your revenue through both consulting planning fees and, during implementation, product commissions.
Advisors and Brokers interested in learning how to save time, double their income, and be positioned in the family owned business market.
To improve the success ratio of business owners when transferring their wealth to the next generation and beyond.
Using the FBR System, a proven “fee for service” system that includes the entire family in the planning process.
We are offering an online training program to teach the skills necessary to effectively use the FBR System and all supporting marketing tools. Advisors will increase revenue by learning to charge a fee for service and by increasing product sales during the implementation process.
Karl Bareither, Founder of the FBR System
Wealth Transfer Specialist (WTS)
Lifetime member of MDRT – Top of the Table Producer
Author of two books
FBR System was Established in 1969
Has saved hundreds of business owners – millions of dollars
Select advisors and brokers can participate in a series of on-line training modules
for an advisor training fee of $1,500.
The FBR System Three Phase – Nine Step process of wealth transfer planning.
To transition to a fee for planning service practice.
To include the entire family as the client.
To use our proprietary web-based planning software
Effective marketing – leveraging proven tools including fee agreements, fact finders, Power Point presentations, articles, and other tools.
Contact us to talk about the opportunity for training and becoming a licensed WTS.
Email: Karl@fbrsystem.com Call: 1-805-595-2089
OR – learn more about us by going to advisor.fbrsystem.com