WEALTH PRISM

Owner

Goods & Services

Consulting services for wealth management professionals, financial advisors, and wealth management firms in the field of client assessment and client profiling; advisory services for wealth management firms relating to the integration of client assessment tools into client engagement, sales, and advisory processes; consulting services relating to the development of client engagement materials, sales materials, and business management processes for financial advisory practices; advisory services for wealth management professionals and firms relating to client segmentation and the use of client assessment results within financial advisory services; consulting services for family offices, family enterprises, and business owners relating to the interpretation and use of client assessment results for financial planning and wealth management; advisory services relating to family governance, values alignment, succession planning, and financial education for family members; consulting services for wealth management firms relating to the development and implementation of client engagement strategies for long-term financial planning; business consultation in the field of financial management

Software as a service (SaaS) featuring software for use by financial advisors to assess client financial information and provide wealth management and financial planning advice; providing online non-downloadable software for use in evaluating client financial data and generating financial planning reports

Educational services, namely conducting workshops and training courses in business strategy, marketing and managing client relationships for financial services firms; educational services, namely, providing training for wealth management professionals, financial advisors, life coaches, retirement coaches, career coaches, health and wellness coaches, and executive coaches; providing educational courses, workshops, seminars and webinars in the field of wealth management, financial planning, personal development, health and wellness, and professional coaching; developing and providing educational programs and training materials in the field of wealth management, financial planning, personal development, and professional coaching; providing online nondownloadable training programs, courses, and educational resources in the field of wealth management, financial planning, personal development, and coaching; providing workshops and seminars for financial advisors, wealth management professionals, and coaches in the field of financial planning, personal development, life transitions, and health and wellness; educational services for families and individuals, namely, providing courses and workshops in the field of financial literacy, wealth management, and family governance; providing workshops for business owners and families in the field of family values, wealth management, and succession planning; coaching services in the field of wealth management, financial planning, personal development, and professional practice development; providing training and certification programs in the field of wealth management, financial planning, coaching, and professional development