Middletown, OH (PRWEB) May 16, 2006
Roey Diefendorf, a Certified 3 Dimensional Wealth Practitioner (C3DWP®) addressed the Financial Advisors Forum for Registered Financial Consultants. The title of his presentation was “3 Dimensional Planning” based on the principles espoused in his most recent book, “3 Dimensional Wealth: A Radically Sane Perspective On Wealth Management.”
Over 200 members of the International Association of Registered Financial Consultants attended a three day meeting. The distinguished group of advisors hailed from ten different countries. This educational conference covered such topics as; Compliance, Practice Management, Investment Management, Retirement Income Distribution, Estate Planning, and “Total” Wealth Management. Distinguished speakers included; Charlie “Tremendous” Jones, Mehdi Fakharzadeh, Ed Morrow, Norm Levine and Roey Diefendorf.
Diefendorf is a pioneer in the area of total wealth management with his fresh new perspective on just what wealth really is. Roey redefines wealth into three basic components - personal, financial and social. In both an educational and entertaining session, he elaborated on how to incorporate all three dimensions in one’s planning. Roey states “Without this expanded view of one’s wealth, an advisor is limiting their effectiveness and significantly reduces the client’s fulfillment during life and their future legacy at death. Once an individual sees the impact of such total wealth planning, there is no turning back. Advisors will never want to be handicapped by limiting their advice to just one-dimension and clients will begin to seek out those advisors who can truly help capture and preserve all the dimensions of their wealth.”
Diefendorf’s presentation included an overview of the on-line/on-demand curriculum created for professional advisors to gain additional knowledge in how to become a total wealth manager. At the successful completion of a series of courses with final exams, advisors can obtain the Certified 3 Dimensional Wealth Practitioner (C3DWP) designation (the only designation with a number)!
To purchase a copy of “3 Dimensional Wealth”, you may either go to http://www.Amazon.com or http://www.3DWealthTheBook.org. To obtain more information on the professional designation, go to http://www.3DWealth.org.
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