For Wealth Advisors

Upgrade your income

Certificate Program for Wealth Advisors

April 25th - July 11th, 2023

10 weeks of proven training on the key components you need to change and exponentially grow your income in 2023! Includes 90-minutes bi-weekly Zoom Courses (Attend live Zoom or view recorded classes)

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AS SEEN ON:

CNBC
NBR
Fox Business
Bloomberg
WSJ
USA Today

What you will learn and how you will earn:

Program structure

Week 1 - Build a Profitable Niche

  • Dominate your competitors
  • Stand out in a sea of the same
  • Start attracting and stop chasing business

Week 2 - Develop your narrative

  • Speak the language your prospects understand
  • Get in front of more qualified individuals
  • How to close anyone especially in a difficult market

Week 3 - Become a financial rockstar

  • How to get the media’s attention
  • Become the go to expert in your market
  • Grow & MONETIZE your social media

Week 4 - Attract Ultra-High Net Worth Clients

  • The #1 thing UHNW clients are looking for
  • How to build a team to serve the ultra-high net worth
  • Show value to clients paying over $100k in fees

Week 5 - Exponentially grow revenues from scaling

  • Turn your brand into a scalable business
  • Effectively manage a high performing team
  • Create your most profitable asset

Week 6 - Build your action Plan

  • Develop the roadmap to put your lessons into action
  • Outline the actionable steps for execution
  • Implement levels of accountability

wealth advisor certificate program

  • Complete courses, receive all completion benefits and upgrade your income in 2023!
  • 30-minute one-on-one progress check and support 90 days out with senior team member
  • 30-minute one-on-one progress check and support 180 days out with senior team member

$4,995

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Get Ready to Upgrade Your Profile, Upgrade Your Knowledge and Upgrade Your Income!

Attendees will also receive:

  • Certificate of Completion
  • Social Media Recognition by Rob
  • 10% discount on all future programs

Apply only if:

  • You believe if you are not growing, you're dying
  • Have the desire to consistently generate over one million in net income
  • Are willing to put the plan we build together into action
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IN THE MEDIA

Fed up!

Rob Luna joins the discussion with Charles Payne regarding the impact of the Federal Reserves actions, it’s economical impact, and the concern over the true cost of living today.

How to Profit from the AI Gold Rush

Rob Luna discusses Tesla, the future of autonomous vehicles, finding small-cap plays in today’s markets, and potential investment opportunities in nuclear technology.

The Need For Speed 🏎️

Rob Luna discusses Tesla, the future of autonomous vehicles, finding small-cap plays in today’s markets, and potential investment opportunities in nuclear technology.

Ponzi Scheme!?

Rob Luna sits down with Charles Payne to discuss the importance of verifying online information before you invest in potential opportunities.

TSLA: Time to Buy or Sell?

Rob Luna sits down with Cheryl Casone to discuss the strategies used to stay focused while investing in today’s markets.

Fed About To Cut Rates!?

Rob Luna sits down with Cheryl Casone to discuss the strategies used to stay focused while investing in today’s markets.

Trump Vs. Musk Who Wins?

Rob Luna sits down with Charles Payne to discuss the Tesla slide, it’s potential upside, and the market fallout caused by the Trump/Musk Tensions.

Recession Averted?

Luna Venture Parters CEO, Rob Luna, discusses navigating the challenges of a recession, and how a pro-growth agenda, would pave the way for a stronger, more resilient recovery.

How High Does This Stock Go? 🚀

Rob Luna sits down with the Schwab network to discuss the anticipated Palantir earnings call and their potential for long term growth.

Weathering The Volatility ⛈️

Rob Luna sits down with Cheryl Casone to discuss the implications of a volatile stock market. In this clip, they explore the importance of adjusting your time horizons in order to weather the ups and downs.

Testimonials