Our Platinum Advisor designation is a matter of commitment to superior service and knowledge standards, not just the minimum. Clients services by Platinum Advisors are assured by our strict standards of care that they will receive a comprehensive service commitment, along with a plan that will be maintained and refined throughout the changes in their lives as a client.
Ongoing Training: We maintain extensive training resources for you to continue your career development at your own pace. These are advanced digital training sessions accompanied with workbooks and videos.
Teem Meetings: In our weekly meetings, we discuss the current events that effect client emotions and how to navigate thru these events. We provide recommended action plans and suggested dialog to help provide perspective and value to your clients.
One on One Coaching Sessions: We have strategic relationships with some of the largest coaching resources in the industry. (certain costs may apply)
Service Standard Guidelines: Platinum level advisors adhere to a disciplined approach to each client relationship along with the tools needed to fulfill them.
While these are not requirements to become an FWA affiliate, for those financial advisors who want to take their career to the next level this may be the answer you were looking for. Soar like an eagle and finally experience true freedom. Join us at Freedom Wealth Alliance.
