The inter-disciplinary Laureate Programs provide you a place to go to stay up to date with technical and industry changes, and more importantly, share and learn what’s working and not working in our ever-changing market in the areas of:
Many professionals reach a point in their career where they have achieved a certain level of success, yet find themselves unfulfilled. Their practice is routine and while enjoyable, it brings no excitement or challenge. They begin to feel a desire to mature in their business, and be compensated for their experience, wisdom and the value they produce for clients.
The Laureate Center for Wealth Advisors is the answer to taking your business to the next level – a level where you can:
work with clients and advisors who appreciate your expertise
have more fun
increase your compensation
This collaborative environment allows advisors from all disciplines to take the best from our collective experiences, and together, create a purposeful, profitable, and fulfilling place for our clients and ourselves.
The first step to entering the world of a Laureate is The Laureate in Wealth Strategies Program (LWS). This curriculum provides you cutting edge training from industry leaders in advanced wealth, business, estate, and income tax planning. More importantly, LWS provides you the training and insight to attract and engage wealthy clients and the advisors they work with.
As you complete the LWS training, you naturally begin to shift how you position your practice.
You will begin to:
Attract wealth clients and their advisors – because of the benefits you offer not a technical strategy, product, or document
Engage wealthy families – because clients understand the value of your Laureate Wealth Planning Process
Implement – understandable strategies and products
As this shift occurs, so does your client satisfaction, the fees you charge and your personal fulfillment in helping clients achieve their enlightened dreams.