Wealth Mastery Series

The Foundation Learnings

Part 1 – Ignition Series: Principles of Wealth Creation – Induction Program

Objectives:

Provide Potential Clients an entry level of Knowledge of the fundamentals of Wealth Creation in order to establish a sound foundation from which to build on

Level of Complexity: General

Time: 45 min to 1.5 hrs

Topics Include: The Journey of life including Where to Start, budgeting, Behaviour & Laws of Money,

Ideally suited for: Work Place Financial Planning & new Workshop Prospects,

Available on: AFA Learning Channel, Online Video Series & Group Workshops Sessions

Participation Cost: Complimentary
Upgrade & Vip programs available on participation

Offer today 50% off the YLP program Part 2 Modules online

  • Welcome & Introduction: Same, claim, Fame
  • Explain 10 step Advice Journey
  • Alpha & Omega – 11 life Moments – Diamond Of Life
  • Paretto of Us  80:20 – Principle of average of Everything
  • Pie of Life Where our Money Goes
  • Consumption Tax Pre position fees – habits don’t change
  • Needs Wants Happiness Drivers Recipe: MasterChef Philosophy
  • FN to Retirement – Bridging the Gap (Marble bag)
  • Glide path – Pre Position fees
  • Score Card Challenge: Chance it 5 emotion 5 coin 5 dice
  • Greatest force: Time & Compound
  • Super cycles calculate
  • Score Card Assessment
  • Dna Risk Profiling
  • Tbgnd  Income Tax & Budgeting – pre sell CFMP
  • Assets & Liabilities Assessment
  • Risk – Pre sell
  • Debt & Mortgages – Pre Sell
  • Bring it together revisit 10 step advice Journey  Tc fees*
  • Call to action, 121 YLP invite ascension options
  • Invite 121 2 hr pro bono
  • 121 Discovery Session
  • Revisit Scorecard challenge Deep Dive
  • Evicalculators & Strategies
  • Dna Risk profiling
  • Risk Appetite – Pre Position
  • Debt Appetite Pre Position
  • YLP Fact find Short form
  • Needs Wants H drivers – Deep Dive
  • FN 2 Retirement –bridge the gap   DD
  • TBGND Pre Position
  • Budget Deep Dive
  • Pre Position Fees and assess Appitite/landing zone
  • Outline Next steps of Advice journey
  • Closing Call to action
  • Ascension Offer
  • RA AA participation
  • Action Plan – next steps

Empowering you, the AAG way

At AAG, we are committed to helping our advisers focus on doing what they do best, serving their customers.