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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.


Contact us to learn more!