What are the benefits of the FBR Method to the Specialist?
• Personal satisfactions of helping families build and protect wealth. • Increased success from using more effective planning and marketing strategies. • Access to proven tools and techniques for expanding success in the family business market. • Opportunity for substantial income from enjoyable work. • Ongoing self-development opportunities. • Sets advisor apart from others Q: What are the requirements to become a FBR Wealth Transfer Specialist? Following the two and one-half day training workshop, individuals who choose to develop their practice as certified FBR Wealth Transfer Specialists, must meet the following criteria: • Submit an application and resume citing education and work experience. • Demonstrate basic knowledge or experience in at least one of the following disciplines: tax, law, business consulting, or sales in the financial services industry. • Read: ” Becoming a Wealth Transfer Specialist” and “Planning a Family & Business Legacy.” • Sign the FBR System, Inc. advisor
