Passport To Wealth®
Private
13 members
Free
A private network for Passport To Wealth® advisors to trade referrals, stay connected with peers, and hear about new opportunities across the network.
Cross-border planning means client needs don't always fit neatly into one advisor's jurisdiction, specialty, or capacity. This is where referrals get placed with the right person, and where advisors with capacity can pick up new ones as they come in.
Use this space to:
- Refer clients to advisors better positioned to serve them
- Pick up referrals when you have capacity to take on new clients
- Ask general questions about the business, tools, or resources
- Get updates on what's happening across the network
- Connect with fellow PTW advisors, wherever they're based
powered by
skool.com/passport-to-wealth-7751
A private network for PTW advisors to trade referrals, connect with peers, and stay updated across the global network.