Elite Whiteboarding Program

Start Whiteboarding In One Hour

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What to Expect

You’ve heard about the effectiveness of whiteboarding planning ideas. Now you can get our complimentary whiteboarding training videos. Simply study the short videos and you’ll be effectively whiteboarding in your next strategy session with a client or prospect.

Show prospects your wide-ranging understanding of financial strategies
Get client buy-in within minutes
Help you clients understand how you can serve them
Quantify the value of your advice so you can charge appropriate fees
Learn to simplify complex strategies
Separate yourself from old school advisors relying on confusing illustrations

Check out a Preview of what you’ll learn

Additional Videos Included in the Course

Defining Strategies & Concepts

HSA Flexibility

The Augusta Rule

The Mountain

Pay Your Kids

The Three Buckets

Active Rebalancing

Cost Segregation

Investment Decision Filter

Long Term Care

Responsible Forecasting

Tax Loss Harvesting

Completed Whiteboarding & Want More?