Advisors: Increased knowledge of and improved access to qualified prospects
Staff: Improved service processes and protocols
Marketing Director: Educational courses and expanded support for all your efforts
Leadership: Enhanced local market development and recruiting results
Corporations & Training Departments: Additional marketing education and execution support for your entire field force in this new era of Financial Services

• Virtual Classrooms: 40+ courses in high definition streaming video
• Real Time Research: Hot linked information on people and markets
• Resource Library: Downloadable scripts even right to your smartphone
• Proven Tools: Checklists, action items, and implementation tools.
• 24/7 Access: At the office or on your home computer!



Gain a deep and rich understanding of how the affluent and wealthy define value, make purchase decisions, and the psychological needs that influence their behaviors.


"My team has grown from doing 250mm in assets in 2006 to over nearly 675mm in assets in 2011. Much of the growth is due to the counsel and advice of Richard Weylman who has helped me in two specific areas: a targeting prospecting strategy and creating real value for the prospect from their perspective. Thank you Richard!"

"Richard's Marketing materials and programs have had a re-energizing effect on my business."

"Richard Weylman's materials have helped our company move from good to great! Richard is a wonderful teacher and coach."