Wealth Mastery Series

The Foundation Learnings

Part 2 – Accelerate Series: Wealth Mastery Immersion Program

Objectives:

Provide Potential prospects a broader level of understanding around the fundamentals of Wealth Creation in order to Create a tailored Life Plan

Level of Complexity: General

Time: 3 Hours – 1/2 day
or 15 min to ½ hr per module

Topics include: Fundamentals of Wealth Creation & Principles of Wealth creations including real life strategies and case studies, Mindset Mastery; Breakthrough Behaviour Barriers Change & 8 Pillars of Wealth Creation

Best Suited for: New prospects and existing clients

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

Participation Cost: Complimentary
Upgrade  & Vip programs available on participation

  • Welcome & Introduction: Same, claim, Fame
  • Revisit 10 step Advice Journey
  • Introduce Workbook
  • Paretto of Us  80:20 – Average Wage
  • Needs Wants Happiness Drivers Recipe: MasterChef
  • FN to Retirement – Bridging the Gap (Marble bag)
  • Glide path – Pre Position fees
  • 8 pillars of Wealth Creation
  • Income & Tax: Types & Structuring Tc
  • Cash: Types & Structuring Tc
  • Debt: Types & Structuring Tc
  • Risk: Types & Structuring Tc
  • Property: Types & Structuring Tc
  • Equities: Types & Structuring Tc
  • Superannuation & pensions: Types & Structuring Tc
  • Wills & Estate Planning: Types & Structuring Tc
  • Bring it together revisit 10 step advice Journey  Tc fees*
  • Call to action, 121 YLP invite ascension options 
  • Invite 121 2 hr pro bono
  • Offer today 50% off the Ylp program
  • 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

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