Smarter Strategies and Better Results
The Trust Building Blueprint™ was created by a CFP® Professional for Wealth Advisors and Family Office Teams.
The Blueprint is focused on What Matters Most - for your client.
Learn how to guide your clients to experience more clarity, confidence, and contentment in their financial life.
Take your professional skills to the next level of Success, Significance, and Satisfaction
It all starts with a conversation about their vision, values, and purpose.
3
The Finish
Some of us are gifted at setting good, clear goals, but others need some help.
Popular author and speaker Brian Tracy wrote, “Successful men and women invest the time necessary to develop absolute clarity about themselves and what they really want, like designing a detailed blueprint for a building before they begin construction.
Jim Munchbach
Hi, I'm Jim Munchbach. Founder and CEO of BayRock Financial. I look forward to working with you and your advisory team. I designed The Blueprint for Financial Success™ to help clients save more money, pay lower taxes, and build a better retirement.
What I've found is that Financial Advisors love the Blueprint because its a powerful tool that builds trust throughout the planning process.
What Matters Most
by Jim Munchbach
Build a Purpose-Centered Alliance with your clients to fulfill their dreams, and yours, too!
Make Your Money Count
Connecting your resources to...
What Matters Most
Jim Munchbach, CFP® Professional
The Blueprint for Financial Success™ was designed by a CFP® Professional. Now available in an online course for Wealth Advisors and Family Office Teams.
Money back guarantee
100% satisfaction
If at any time during the first 14 days of enrollment you're not 100% satisfied with your training experience, we will refund your order.
During your course, you'll have ongoing access to a CFP® Professional—all at your fingertips. When you have questions, you always get 1:1 advice—just call or email our team, or schedule a video chat with the instructor anytime.
Build a Better Retirement
Whether your clients are saving for their dream home or planning for retirement, they want to work closely with you and your advisory team to build a customized financial plan. We teach you how to build the plan - and much much more.
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Let's keep in touch. When you're ready to take your professional skills to the next level, we'll be here.
Smarter Strategies and Better Results
Here's How it Works
Trust Training for Financial Advisors teaches you how to collaborate with your best clients to create a compelling financial plan that is based on their vision, values, and purpose.
Tax Efficient Planning Strategies
Your Clients Will...
Save More Money,
Pay Lower Taxes, and
Build a Better Retirement
Build a Better Retirement
Your Clients Will...
Save More Money,
Pay Lower Taxes, and
Build a Better Retirement
Stay on Top of Your Financial Plan
Your Clients Will...
Save More Money,
Pay Lower Taxes, and
Build a Better Retirement
