The Thematic Wealth Program (Book + 6 CDs)

• 6 CD’s providing the 6 simple steps to creating your own Total Wealth Management Practice
• A 35 page workbook providing sample diagrams, scripts, letters with worksheets and templates making implementation EASY.
• Over 100 pages of transcribed electronic documents providing easy reference.
• Real life stories and experiences from Advisors just like you. Hear how they took the process and made it their own.
• Ton’s of ideas, strategies and techniques making the implementation easy.