Become a Wealth Management Services Specialist

“What surprised me about the courses was the outcomes.”

—Ian Wood, CFP, CLU, CIM, MFA™, RWM™

Who is the Real Wealth Manager?

The most trusted financial advisor is the strategist who leads all the other specialists in the execution of their clients’ multi-faceted financial plans.

Demonstrating deep and broad knowledge in tax-efficient investment, retirement and estate planning, the RWM™ is the coveted role deservedly filled by this knowledgeable professional.

What’s Involved?

With the training, tools and processes, the RWM™ is highly trained to consider a client’s accountable financial outcomes with a consistently high standard of care. Over the long term, the RWM™ contributes not only as a knowledge specialist, but most importantly, as the primary advisor trained in the inter-advisory discipline of Real Wealth Management™. Specifically, the RWM™ possesses:

• Deep Knowledge in a field of specialization suitable to their clients’ needs:
• Investment Income Services
• Retirement Income Services
• Tax Planning Services
• Succession and Estate Planning Services
• A Strategy and Process for joint decision-making as illustrated below:

The RWM™ Framework

​

What Skills Does the RWM™ Possess?

The RWM, the primary advisor in providing comprehensive and collaborative wealth advisory services, is specifically trained to lead strategic decision-making by an inter-advisory team with family stakeholders. The steps to this approach include:

• Possessing deep knowledge in the advisor’s field of practice
• Acting as the primary advisor through a strategic process of decision making
• Listening for the client’s life and financial triggers
• Strategizing using the “Four RWM Elements”: accumulation, growth, preservation and transition of sustainable wealth
• Managing the team of specialists to provide required expertise for financial solutions
• Implementing the RWM strategy on an efficient after-tax, after-cost basis with all stakeholders
• Analyzing financial data expertly and consistently over time to meet financial milestones
• Reviewing and adjusting the strategy and process to meet ongoing client objectives

“Knowledge Bureau, with their first-class courses, offers a

sustainable, long-term educational framework for industry professionals.
This is about implementing the Real Wealth Management process from an
emotional intelligence, as well as a technical point of view, to guide
clients in achieving their goals”

—Stefanie Keller, CFP, RWM™