Level 2 of the Family Wealth Counseling Training Course builds upon the foundation of the Level 1 training. Level 2 includes everything you need to provide Family Wealth Counseling services to your current and future clients, as well as to organize your business to support it. Unlike Level 1, which is self-study, web-based video training, Level 2 is live training with personal instruction by E. G. “Jay” Link. This is an extraordinary opportunity to learn from the creator of the Family Wealth Counseling process and benefit from his 30 years experience working with wealthy families.

Live Training Sessions

Session 1

Target Marketing/Discovery Phase Training

• Working with a Family’s Current Advisors: Turning Adversaries into Allies
• Selling the Discovery Retreat
• Conducting a Discovery Retreat
• Using the Life on Purpose Questionnaire
• Preparing a Family Wealth Letter of Intent and Written Goals and Objectives
• How/When to Conduct Family Meetings: The Power of Open Communication

Session 2

Implementation Phase/Marketing/Practice Management Training

• Master Stewardship Plan Implementation: “The Devil is in the Details”
• Helping Families Deploy Their Surplus/ Using Philanthropic Master Planning Workbook
• Charging Fees/Registered Investment Advisor
• Letters of Engagement/Forms/Templates
• Promoting Your Practice: Unique Positioning in the Marketplace
• Successfully Transitioning Your Current Practice to Family Wealth Counseling
• Building a Successful Family Office: The Needed Internal Infrastructure
• Successfully Working with Ministries: Issues and Obstacles
• Bridging the Gap: Training Workshops for Ministries

Session 3

Analysis and Planning Phase Training

• Completing a Comprehensive Analysis: Avoiding “Junk in-Junk out”
• Preparing a Summary Opinion Letter
• Designing Master Stewardship Plans: Knowing the Tools
• Designing Master Stewardship Plans: Case Study 1 & 2
• Presenting Master Stewardship Plans: How to Use Flowcharts and Slideshows

Session 4

Planning Phase Training (continued)

• Designing Master Stewardship Plans: Knowing the Assets
• Designing Master Stewardship Plans: Case Study 3 & 4
• Designing Master Stewardship Plans: The Importance of the Presentation Book
• Integrated Cash Flows: The Foundation of a Comprehensive Master Stewardship Plan

For application information, please contact us at 317-831-8846.