RWM Meeting of the Minds: Practice Management Tools

There are six key reasons, you will want to mark your calendar to attend the next Meeting of the Minds Event, presented by the Society of Real Wealth Managers™ on August 17, 11:00 – 12:00 PM CST. It’s a complimentary event, and it could be one of the most informative hours of your summer.  Consider:

The Issues:

  • In complex, inflationary times, money goes into motion.Clients may have more support requirements, they may transact more frequently and they will expect more value for the professional fees they pay.
  • The time available for more valued service is short. Most advisory firms are facing skilled labor shortages and finding their responsibilities for compliance increasingly challenging, whether from financial regulators, professional bodies or the CRA.
  • In many more complex client scenarios, it is critical for a multi-advisory team to know and share common best practices, to put strategic and holistic solutions in place.

The Solutions:

At this complimentary live-virtual event, hosted by practicing Real Wealth Managers™ and outstanding thought leaders, you will:

  • Discuss the importance of consistent practice management tools and processes
  • Learn how comprehensive RWM (Real Wealth Management) Calculator Tools can enhance your value proposition; including the Income tax estimator, NR vs. RRSP Accumulation Calculator, Take Home Pay Calculator, Charitable Donation Calculators
  • Find out more about the benefits of working under the RWM Framework to grow your business
  • You will learn, in a true-to-life case study, how to structure a new Letter of Engagement to include permissions to share information with a multi-advisory team
  • Come away with a Free Trial of Chapter 1 of the Real Wealth Manager Program

Register Now! Don’t miss this important discussion and knowledge sharing opportunity.  Register online and attend with our compliments on the new KB Virtual Campus!

About the RWM™ Program:

Differentiate your practice with new credentials that introduce an integrated approach to growing your business, while building a natural referral network.

The RWM™ approach enables you to take your conversations further and deeper with your clients, following a compliant framework that goes beyond KYC and KYP to enable financial peace of mind.

It’s time for a change in the financial services industry. This is a new designation in line with the trend as it shifts towards building collaborative financial leadership.

Learn More About the Society of Real Wealth Managers™:

You may already be aware of the benefits of working in a multi-stakeholder environment with clients and other professionals. With the Society of Real Wealth Managers™ you can formalize your process and your credentials with the RWM™ Designation and connect and collaborate with a vibrant national network of like-minded professionals.

Already an RWM™?

Keep an eye on your email for your exclusive invitation to attend exclusive members-only virtual Speed Networking on August 17 from 12:00 to 1:00 PM CST on Zoom!