Attract and retain ultra-high-net-worth
clients with advanced planning expertise
SPECIAL PROGRAM AND PRICING FOR ROUNDTABLE MEMBERS ONLY
The most current research reveals an unprecedented wealth management gap between the aspirations of ultra-high-net-worth individuals and the reality of the services they receive. This gap presents the opportunity of a lifetime.
When you take part in The Advanced Planning Academy, you will do much more than close this wealth management gap—you will position yourself at the forefront of wealth management by attracting and keeping affluent clients with your exceptional planning capabilities and dedicated focus on their unique financial journeys.
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YOUR IDEAL PRACTICE IS CLOSER THAN EVER
As you focus on serving a select group of wealthier clients, you are encountering more high-value prospects than ever. Merging your proven client acquisition prowess with advanced technical knowledge will set you apart in the high-net-worth market. Envision the surge in success as you:
  • Master the specialized planning needs of clients with $5 million to $25 million in assets
  • Significantly improve your conversion rate of ultra-wealthy prospects
  • ​Establish a new standard for planning expertise in your community
  • ​Lead with confidence as you direct a team of seasoned experts to develop and implement strategies tailored for the high-net-worth market  
THE FAST TRACK TO ADVANCED PLANNING EXCELLENCE
Why navigate the challenges of the ultra-affluent market the hard way when you can fast-track your success? The Advanced Planning Academy is not just another training course—it's your direct path to mastering the high-stakes world of advanced planning.

You will learn strategies honed over years and gain insights from advisors who have achieved the success you aspire to, avoiding common pitfalls and impressing the most discerning clients. You won’t just meet the standards—you will surpass them and set new benchmarks in advanced planning excellence.

A TRANSFORMATIVE JOURNEY OF LEARNING
AND IMPLEMENTATION
The Advanced Planning Academy is a transformative experience that redefines your engagement with the ultra-affluent, ensuring that you stand out in a crowded market and achieve unparalleled success.

Every element of the program is meticulously designed to catapult your practice into the realm of the ultra-wealthy:

  • Interactive workshops: Engage in six monthly two-hour workshops that immerse you in the client journey from initial contact to successful outcome. Tackle real-world challenges through hands-on case studies and strategic solution development. Then refine your approach with feedback from peers and experts.
  • ​Robust web portal: This comprehensive online platform will support your journey, allowing you to deepen your understanding of the intricacies of wealth management at your own pace. With its step-by-step instruction, engaging videos and downloadable tools, it will be your constant companion throughout the program. 
  • ​Access to experts: Take part in dedicated office hours each month to discuss unique challenges, share insights and receive guidance from our seasoned experts.
  • ​Revolutionized wealth management process: Discover our innovative approach that prioritizes advanced planning, differentiating your services in a market saturated with investment consulting. Learn the art of providing value at every step, enhancing prospect conversion by focusing first on the most pressing planning needs of the client. 
  • ​Comprehensive toolkit: Equip yourself with a wide range of client deliverables, from templates and sample cases to checklists and calendars, each designed to streamline your processes and guarantee seamless execution.
  • ​Skills enhancement. Elevate your advisory skills with insights on collaborative planning, leveraging advanced planning to enhance your relationships with centers of influence, distinguishing yourself in competitive scenarios, and mastering professional communication without jargon.
There is no experimentation or trial and error involved in The Advanced Planning Academy—we have been coaching and refining these strategies for decades, and we know exactly what works right now. 
MARK YOUR CALENDAR
WORKSHOPS
May 9, 2024
June 6, 2024 
July 18, 2024 
August 8, 2024
September 12, 2024
October 10, 2024
Times for all workshops:
Pacific: 10:00 a.m. – 12:00 p.m. 
Eastern: 1:00 p.m. – 3:00 p.m. 
OFFICE HOURS
May 23, 2024
June 20, 2024
July 25, 2024
August 22, 2024
September 26, 2024
October 24, 2024
Times for all workshops:
Pacific: 10:00 a.m. – 11:00 a.m. 
Eastern: 1:00 p.m. – 2:00 p.m.
WHAT YOUR PEERS ARE SAYING
"The Advanced Planning Academy no doubt made me a better advisor to my existing clients and prospects. It gave me the confidence I needed to go upstream."

Douglas R Wenzel, CIMA
Director | The Vander Leest & Wenzel Group
Family Wealth Advisors
"The Advanced Planning Academy no doubt made me a better advisor to my existing clients and prospects. It gave me the confidence I needed to go upstream."

Kristy J Meeler
Managing Principal
Avondale Wealth Advisors, LLC

ARE YOU READY?
Are you ready to transform your approach and start consistently landing ultra-wealthy clients with premier advice and an unmatched client experience?

If so, you’re ready for The Advanced Planning Academy. 
SECURE YOUR SPOT IN THE ADVANCED PLANNING ACADEMY WITH A $1,000 DEPOSIT THEN MAKE SIX MONTHLY PAYMENTS OF $1,500

 TOTAL PROGRAM INVESTMENT: $10,000
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