World Class Advisors

WORLD CLASS ADVISORS has been serving individual and corporate clients practicing the Holistic approach to financial planning since 1983. Our dedication to establishing an objective client-centric method has become one of the financial industry’s most reliable definitions of professionalism, and archetype for transitioning from working as a traditional transactional salesperson to that of a client’s most trusted advisor.

Holistic Approach

Our future success is dependent on how quickly we are able to adapt to the marketplace and the specific demands of our clients. To that end, World Class Advisors is dedicated to the principles and benefits of advisors following the Holistic model in their wealth management and financial planning practice.

The Need

93% of all affluent clients want holistic planning. Period.

In addition to expecting a remarkable client experience and comprehensive service, consumers are beginning to demand that advisors have the available resources to assist in all areas of their financial lives. The days of the “transactional” advisor are gone, opening the door of lasting success for advisors able to counsel in the areas of investment planning, retirement planning, tax planning, insurance planning, and estate planning. The Holistic advisor is positioned to transcend the limits of sitting across the table as salesperson -- by sitting next to the client as their trusted advisor in all financial matters.

The Reality

What stops most financial advisors from greatness is doing business the same way over and over, year after year, and expecting to grow their business. The solution for lasting success is to stretch beyond our comfort zone, and recommit to meeting the needs of our clients by being their trusted advisor. Experience shows why only 6.6% of all financial advisors offer holistic planning, and it has nothing to do with how educated or financially sophisticated they are. Most, simply, don’t have the time, energy, or resources to effectively run, manage, and build their own holistic Wealth Management firm -- a firm that is capable of meeting the demands of affluent clients.

The Solution

World Class Advisors is aimed at encouraging advisors being advisors, and eliminate the burdens and disruption of entrepreneurship they never bargained for. An advisor’s most important activity is getting in front of clients and prospects – not working the back office. Most advisors got into this business because they are good at, and enjoy working with people one on one. The more people they can meet, advise, and help, the more successful they will become. However, with so many other things needing to be done that gets in their way, take up valuable time, many independent advisors never have the opportunity to achieve their goals for growth.

Productive advisors know it’s difficult to do great things alone, and studies confirm significant returns from doubling the time spent working with clients is not a simple one to one ratio. By eliminating, delegating and systemizing non-productive business diversions, advisors are able to liberate valuable time to see more people – and, many times, that additional time can result in tripling their overall production – sometimes even more. Partnering with an elite practice management firm is one of the most effective solutions for those advisors looking to take their practice to the next level.

Passion for Possibility

People sometimes say the measure of your success in life can be traced to your parents, in one form or another. For some, the challenge of difficult or missing parents inspires them to drive harder. In my case, two unique parents are the foundation for my communication skills and my desire to include everyone and see them become the best version of themselves. A wise man taught me to “just be.” Despite difficult circumstances, my father found the courage to be the best version of himself, and my mother gave me dignity, truth, and love. Both deaf mutes, they have always been far from silent! I take them with me everywhere I go, beginning and ending my public speeches in their language: “The place of my biggest challenge is always the source of my greatest strength.”

Passion for Possibility
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Jose Feliciano

 

 

 

 

 

Jose Feliciano has been achieving the impossible for years. As the eldest of a Puerto Rican immigrant father, and French Irish mother – both deaf, Jose grew up quickly. He rose above poverty and adversity to become one of the country’s most admired financial planners. With 25 years of experience and more than $500,000,000 in assets under advisement, he also maintains a demanding schedule as a respected corporate keynote speaker and author. His latest book, Passion for Possibility: Moving Beyond Believing Into Knowing was released last year, adding to his growing catalog that includes the Amazon #1 best-selling 2 Hour House: Leadership from the Ground Up.

As founder and president of the Feliciano Financial Group based in Texas, Jose built the firm’s foundation practicing the values he values most: honest hard work, inspiring greatness in others, and connecting people to their passion.

In addition, Jose is a recurring essayist for MDRT’s Top of the Table Magazine, and frequent contributor on financial issues for CBS, ABC, NBC, CNN, and Fox Television. A celebrated corporate speaker, Jose has traveled throughout the world detailing his uplifting story of success. Sharing the stage with everyone from Jack Canfield (Chicken Soup of the Soul), to the co-founder of FED-EX Frank Maguire. Most recently he addressed the Napoleon Hill Foundation in both Malaysia and Ireland, and was a featured Mainstage speaker at the MDRT International Annual Convention in Atlanta.