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

Security Risk = Investment Opportunity

Rob Luna shares his insights on the current market, as well as emphasizing the importance of listening to market signals and not being swayed by personal beliefs.

Changing Perspectives

Rob Luna discusses the current bullish momentum in the markets amidst the election year turbulence. Rate cuts and the possibility of a looming recession on the horizon.

Rob Stays Cautious On Stocks

Rob Luna discusses the importance of risk management in today’s markets and how a single misstep could cost you big.

Betting Big On The Election

Rob Luna discusses how this upcoming presidential election could potentially disrupt your business or investment strategies.

Time To Take Profits?

Rob Luna discusses his bullish stance on the technology sector and whether he’s looking to make some moves.

The Tech Takeover

Rob Luna, explains Nvidia’s investment upside, AI’s importance in customer service, and how cutting-edge innovations can drive growth in the tech sector.

Buying Fallen Angel Stocks

Rob Luna, discusses proven strategies to identify and invest in high-potential companies that are poised for a comeback.

Invest In Yourself

Rob Luna discusses investment delegation pitfalls and the importance of empowering your future with on-going stock market education.

Rob Picks up 190%

Rob Luna sits down with Charles Payne to breakdown the performance of his past winners and their amazing success rate. Including a 190% pickup from NVDA!

Testimonials