WPC School

OVERVIEW
Client needs have changed and evolved over the past few years but most financial platforms and marketing strategies have not.

Our unique Wealth Preservation Consultant School, or WPC School, offers America’s Tax Solutions advisors an unparalleled opportunity to learn how to THRIVE even in the most challenging of financial climates. You will overcome obstacles Advisors face today and learn how to increase your revenue, grow your business and meet quality prospects.

How?

By partnering with and mentoring a qualified CPA in your community who wants to partner with a WPC and incorporate wealth preservation services into his or her existing practice. At the WPC School, we teach you how to develop a strategic partnership with your assigned CPA and we teach you how to manage that lucrative business relationship. In addition to unsurpassed training, our WPC School provides you with all the necessary tools, resources and technical knowledge required to succeed as a WPC.

 

KEY POINTS

  • Making the Most of the ATS Program – The Ultimate Marketing Machine
  • Helping CPAs Incorporate Wealth Preservation Services Into Their Existing Practice
  • Effectively Working With CPAs’ Clients
  • Focus Plans Designed to Help Guide the WPC and CPA
  • Conducting Client Interviews, Meetings and Workshops
  • Unique Marketing Plans Guaranteed to Increase Your Revenue
Register Now »


View Preliminary Agenda

What WPCs are saying:

“Attending this school was eye-opening. I didn’t realize the extraordinary opportunities I would have been missing out on with respect to my business and protecting the financial future of my own clients.” – Jake W., California

Get More Information

Fill in the form below to discover more about the WPC School.

* All fields are required


Your Name

Firm / Business Name

E-mail

Phone Number

Street Address

City

State

Zip Code

Additional Comments

I am also interested in learning about:
CPA Direct™America’s Tax Solutions™Creating 2,400 Selling OpportunitiesTax-Free Retirement SchoolUpcoming Workshop Events In My AreaTop Gun TrainingSummer Educational ConferenceTable Bay Partners Marketing Advantage Program