Why APEG Membership?
Trends in the financial services industry indicate that wealth managers are increasing their revenue opportunities by offering dedicated professional financial planning as an additional service in their advisory suite of services.
True comprehensive financial planning moves past service models that traditionally focused on investments, insurance, and income planning, to also include estate and tax planning along with a myriad of other circumstantial planning.
Some professionals struggle with offering financial planning as a billable service because they attempt to introduce financial planning to clients as an afterthought to investment management. Successful professionals realize that a true financial planning relationship starts in their first meeting with a client.
In order to support this growing trend, APEG offers its Membership to financial professionals and financial firms that are interested in evolving their financial planning offerings to support their wealth management services.
The goal of the APEG Membership is to offer support through education, training and other planning resources that allow planners, regardless of their tenure in the industry, to grow professionally and enhance their competitive advantage.
APEG Membership accomplishes this goal by helping planners become better planners by sharing best practices to:
- Engage Like a Planner
- Think Like a Planner
- Have the Knowledge of a Planner
Furthermore, APEG supports the planner that "feels like an island" by hosting optional periodic Planner's Retreats for its Members and Subscribers to gather to Learn, Share and Grow together.
Whether you are an individual, an ensemble practice looking for a group Membership or a large financial institution looking at expanding your wealth management services, APEG can accommodate your learning and development needs.