The Wealth Advisor: Helping Clients (and Yourself) Build Financial Freedom

In today's competitive market, the best real estate agents do more than just close deals — they guide their clients toward long-term financial success. Learn how to better serve your clients by diving deep into financial planning and investing strategies with Paige Mroz and Abbie D'Amico. This powerful training dives into the fundamentals of financial planning and investing, equipping agents with the knowledge to better understand their clients’ financial goals, build deeper trust, and position themselves as true wealth advisors.

Whether you’re helping a first-time homebuyer, a savvy investor, or a growing family planning for the future, your ability to speak the language of money can elevate your value, boost referrals, and increase your own financial literacy along the way.

Also check out other Workshops in Waltham.