Advisor Alliance Program Summary


Advisors Collaborate Locally With

•  Trade & Professional Businesses Associations

•  Business Franchises and Local Chambers of Commerce

•  FB Alliance Hub Regional Chapters

•  Collegiate Family Enterprise Centers Across The Nation

Advisors Access

•  Membership Certificate designed for framing on 8½ x11 parchment

•  Inclusion in the FB Advisor Alliance Directory

•  White Labeled Marketing Materials

•  User password for our online PowerTool Financial Calculator Suite

•  Continuous training, case design and coaching

•  The FBH Expert Sourcing Marketplace - Expert Sourcing Firm Access

•  Monthly Teleconference Programs covering timely family business topics conducted by industry leaders

•  Monthly newsletter, Family Business Hub News, covers timely financial, tax, economic and legal issues effecting the affluent

•  Continuous Marketing Ad Campaigns in Family Business Publications

•  Special Announcements and Press Releases

•  Twenty-five percent tuition savings for the professional designation programs: Chartered Wealth Engineer (ChWE) - Chartered Family Business Advisor ChFBA)

•  Twenty-five percent tuition savings for each of our National Symposiums