◈ B2B · Corporate Financial Wellness

WPA
Corporate.

Institutional version of The Freedom Blueprint, calibrated for corporate teams. Financial health of collaborators is an asset of retention, productivity, and culture. Companies that understand this differentiate themselves from those that only mention it.

FormatIn-person · virtual · hybrid

AudienceTeams · companies · HR

AccessBy proposal

Request proposal → See what it includes

Strategic purpose

Collaborator financial stress is operational stress for the company.

◆ Yes · If this describes you

Your company already understands financial wellness as strategic asset.
You have HR sponsor authority to commission a real intervention.
Your team is 50+ people for keynote or 15-30 cohorts for workshops.
You value Wall Street institutional credentials over generic motivational talks.
You're willing to invest in a premium intervention with measurable ROI.

◇ No · If this describes you

You're shopping for the cheapest 'team building' activity.
You want a yoga-style wellness without real financial substance.
Your team is too small to justify the format.
You can't access HR budget for a serious intervention.

Corporate packages

Three formats. Calibrated to your company's objective.

Keynote · 90 minutes

Institutional talk by Manny Díaz for the entire team. The 7 Principles of the Real Trader adapted to corporate context. Ideal for culture activation, annual events, or wellness program launches.

Workshop · 1 day

8-hour immersion with select group (15-30 collaborators). Financial identity, personal funds system, decision framework. Working materials and continuity plan included.

Complete program · 2 days

The corporate Freedom Blueprint — full version of original two days calibrated to the team. Designed for companies that take collaborator financial health as real strategic pillar.

How the process works

From request to program, in four steps.

Proposal request

WPA team receives your request via institutional email with context: company size, area receiving program, preferred format, main objective. Response in 48 business hours.

Diagnostic briefing

Conversation between Manny Díaz (or his authorized delegate) and the company's internal sponsor. We identify what real problem the program is trying to solve and calibrate content to team profile.

Formal proposal and SOW

Proposal document with scope, calendar, deliverables, investment, and legal clauses. Statement of Work signed by both parties before any execution.

Execution and impact report

Program executed per SOW. At closing, impact report with attendance, internal NPS, qualitative feedback, and continuity recommendations. Operational excellence is part of the product, not extra.

Why serious companies choose WPA

Not generic wellness. Financial education with institutional backing.

◆

Verifiable Wall Street track record

Manny Díaz has 20+ years at Citigroup, Merrill Lynch, Carrelton, and Truist. The difference between an educator with real institutional experience and a motivational coach is noticed by your team from minute one.

◇

WPA Model applied to the collaborator

The same method we deliver to Fort Lauderdale students, calibrated to corporate profile. Without diluting rigor, without wasting team time on obvious points.

◈

Permanent institutional materials

Workbook, personal funds templates, follow-up guides. Participants keep material as continuous reference. The intervention doesn't end Friday.

◆

Impact report to sponsor

Actionable data the sponsor can take to internal committee: attendance, NPS, thematic feedback. To defend program ROI with real metrics.

Who leads the corporate programs

Manny Díaz

Citigroup · Merrill Lynch · Carrelton · Truist

Over 20 years in institutional capital markets. In Corporate programs, Manny is the principal voice when format requires it. For keynotes and short workshops he may assign a WPA-certified instructor under his direct supervision — always with content curation approved by him.

Honest questions

What you should know before applying.

Is it a trading program for employees?

No. WPA Corporate teaches structured financial education — personal financial order, economic identity, decision discipline. The markets component is introduced only where it applies to team profile (typically financial sectors, sales, executives). For most companies, intervention stays in the Mind and Money pillars of the WPA Model.

What is the minimum team size?

For keynote: typically from 50 people (justifies the format). For workshop or complete program: cohorts of 15-30 collaborators per session. Large companies can run multiple cohorts in series.

In what language?

Spanish neutral by default. English available if the team profile requires it — validated in diagnostic briefing. Bilingual materials under specific request.

What type of companies are typical clients?

Companies that already understand collaborator financial health as strategic asset, not HR expense. Frequent sectors: financial services, consulting, technology, private healthcare, public sector under specific agreements. If you only seek 'team building activity', WPA Corporate is not the right fit.

How much does it cost?

Each proposal is quoted individually. Investment depends on team size, format, location, and scope. Serious companies understand that a program with Wall Street institutional backing has an investment point coherent with that backing.

WPACorporate.