What is WAT?

Think of Netflix and Wikipedia combined for financial advisors to learn how to scale their business and solve any complicated topic with an “on demand/access at any time” Netflix style library. The goal is to save you time so you can live a balanced life, and double your business in record speed!

WAT also gives subscribers direct access into how to start the EOS system, implement EOS, and make all decisions and calibrations around EOS. This is made possible by documenting the journey in a weekly VLOG of www.ewa-llc.com (a Pittsburgh, PA based RIA that took their recurring revenue from $500,000 to $3,000,000 in just 4 years utilizing the EOS system).

All subscribers will save the cost of $25k-$75k/year of hiring an outside coach or facilitator. Instead simply use this documented journey as a catalyst into your own firm’s EOS implementation. EWA LLC shares an exclusive inside look at all their processes and documents regarding everything including their EOS process. They have done this for the greater good of the advisor community.

What content does WAT offer?

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On a high level, Wealth Advisor Training will be a resource to financial advisors like nothing else available.

There are salespeople (and associated sales training) and nerds (with lots of complex information).

This is designed to combine the two to empower financial advisors to strike a balance of doing best planning for their clients and close a high percentage of new business in the process.

Think of it as Netflix and Wikipedia got married and created a resource for financial advisors who want to double their recurring revenue in under 5 years.

That’s what this is created to be.

There will be new content always coming out and available at your fingertips, on demand, whenever you have the need to track down a resource or topic.

There will always be a wealth of information easily accessible to you and your team.

Why did we make this?

To help the financial planning industry become a great profession that young people are attracted to, and clients to receive the best possible advice and implementation from their advisor.

EWA (Blocki’s RIA) needed a resource to train new hires/ advisors and current team members on all things related to our company culture, advanced topics, and how we treat our clients.

Who is this for?

The answer is for everyone.

3 examples below:

1. Advisors in years 0 -5

Advisors that want to make it after 5 years (where there is a great probability they will stay in the industry if they make it to this point), but a 10% chance they even make it to year 3.

We believe this training will get a new advisor to the same educational / knowledge level in 1 month (that would normally take 2 years of shadowing and client meetings), and to get their knowledge and sales ability fast tracked to a top level to attract and retain clients.

2. Advisors that are 5 + years.

Creating an actionable vision that takes the noise away and makes the business enjoyable again. Most advisors wake up after year 5 feeling like their business runs them (and not the other way around). We want to help flip this, so your business is enjoyable and creates opportunities for all current and new team members.

These advisors want to start to scale the business by hiring a team and make the firm the rainmaker where clients replicate themselves as a result of first-class service. To do this, the right systems, activities, and operations need to be put into place. Our courses will show step by step how to do this.

3. Bigger firms that want to hire advisors and have them trained in record speed.

Wealth Advisor Training is a turnkey solution to hire a junior advisor to take over clients to free up time. Their first 2 weeks on the job can be working through these courses, and they will be ready to go in a matter of two weeks.

What is included now?

We started with the most common questions I hear from coaching and mentoring other advisors around the country, and built video content and resources to address these topics specifically:

Three courses are ready to go, and are being added to as we speak:

Course 1: 100 topics that led to my first 100M
- These are 100 topics that I wish I had the resource at my fingertips in my first 2 years in the business. When I learned these, I never had to ask for a referral again. Clients replicated themselves when I focused on advice over products. And what happened was more AUM and insurance products were sold than ever before.
- Single-handedly, this helped me get to a 7-figure recurring practice within 7 years, and helped me achieve top of the table level (for those MDRT advisors) in just my 5^th year without even advertising that our team sold insurance.
Course 2: How to transition 100 clients to a new lead advisor in under 12 months.
- This speaks for itself but is most important to advisors who want to gain control back over their time and focus on growth.
Course 3: How we grew from 500k to 3M in under 5 years when we adopted this system.
- Some will be familiar with the EOS model (Entrepreneurial Operating System), and this goes in depth about how we made this specifically around building a financial advisory firm.
- This helps every team member be 100% bought into the company’s vision, values, and bigger picture. This also ensures that everyone is in the right seat and has ultimate accountability.
- Ultimately as an advisor, you end up wearing 3 hats. This system makes it possible to balance all 3 while maintaining balance.
  - CEO where you should act as the steward to your company, clients, and team members.
  - Business owners where you need to make big, quick and correct decisions to ensure the business, cash flow, profits are always healthy.
  - Advisor where you have to keep up with the demands of all clients who are best served with concierge hand holding as we know financial planning is very psychological.

What is coming?

Courses that are in the works

Stock market and portfolio management
- Every objection we have ever heard, and how we handle them to ensure client conversations are scale able during down markets.
- Resources we show clients to ensure they stick to the plan.
Principles to build an unstoppable culture.
How to build a Niche with physicians.
How to build a niche with business owners.
How to build a niche with retirees.
How to maximize social media inside a Broker Dealer environment to keep word of mouth going for inbound referrals.

What are the ongoing offerings?

Weekly/ Monthly updates and add on:
- New courses that are timely for advisors out in the marketplace. Whenever we get a question from a client more then 5 times, we research it, create a video and train the whole team on it.
- These will always be made available for wealth advisor training subscribers.

Quarterly:
- Investment video, and how we scale this to our entire client base. This single-handedly keeps investments talk out of review meetings and ensures our advisors can focus on advice and relationships during meetings.
- EWA’s quarterly rock decisions which is the #1 driver to the EOS system. We spend days and sometimes weeks coming up with these to help calibrate the firm to reach our 1 year, 3 year, and 10 year vision. These can be replicated, and we will post historical rocks for younger advisors (so you can see what we did when we grew from 500k to 2.5M in 5 years.) Decisions you make on what team members focus on each quarter will single-handedly determine the success of your growth in the future.
Annually:
- EWA’s scorecard (what we will track weekly as a firm)
- Update vision, and metrics that go along with it.

Do you want access to free weekly resources like this?

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Frequently Asked Questions

Have any doubts about Wealth Advisor Training? Here are some frequently asked questions that should answer most of yours.

Is Wealth Advisor Training right for me?

If you are a financial advisor or a financial advisory firm owner who wants to take their business and revenue to the next level, Wealth Advisor Training is for you! The courses are designed for new and tenured advisors as well as firm owners/managers alike. The videos and linked resources will provide everything you need grow your client base, provide exceptional service experiences, attract and retain talent and increase personal and firm level production. When our program is followed as directed, we are confident that newer advisors will reach 5+ years in industry tenure and that firms will double their AUM within 5 years!

What topics are included in the Wealth Advisor Training course content?

Currently, Wealth Advisor Training topics offers a broad array of general financial planning concept courses including asset allocation, retirement accumulation and distribution strategies, estate planning, tax planning, diversification, and planning for retirees and business owners. In addition, Wealth Advisor Training includes courses on client communication, sales, and business growth strategies. Content will be added regularly to expand the depth and breadth of topics as well as ensure information presented is the most current and up-to-date.

How many videos and resources will I have access to through my subscription?

Your Wealth Advisor Training subscription gives you access to over 200 training videos and linked resource materials (and counting!). New content and valuable resources are added regularly so check back frequently to continue learning and stay up to date on current industry information and trends as well as cutting-edge sales and product knowledge.

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