This program will help you add paid financial planning services or streamline and improve your existing services so you can increase your planning fees.
What You Will Learn
In this program, you’ll learn why you should make Financial Planning/Consulting a core element of your practice, how to execute planning, and receive all the necessary resources to implement this focus.
- How to view planning in relation to your other services and products.
- How to build internal processes to minimize administrative lift for you and your team.
- How to communicate the true value of your advice so clients understand the value you’re providing.
- How to build financial plans that communicate professionalism and measurable outcomes
- How to create systems so you can handle more planning clients.
Increased his revenue by 150%
Becoming the Best Option
Every successful venture starts with the right mindset. You’ll learn how to view planning in your practice and how to move forward with confidence.
Learn our successful internal (our team’s actions) and external (client facing) process.
How to create and present a plan that clients understand the value of so they invest in your services.
How to deliver value over the next year so planning clients want to renew in the future.
Gather the information you need to create effective strategies for your clients.
View proposals we’ve used with clients and learn how to present your advice in a compelling way.
How to set healthy expectations with your clients and then deliver on them.
Learn how to combat objections in the selling process.
Calculate the potential revenue from adding planning to your business.
How long is the program?
What's a typical timeline of implementing the program?
How is the program delivered?
– In-depth workbook
– On-going support after the program is over
What if I have questions after the program?
Does this program come with a guarantee?
We do not give refunds because of life circumstances or because you didn’t think the program was what you expected. The program is outlined in significant detail on this page so you can understand our deliverables and process.
NOTE: If you do not land the first two potential clients you are required to reach out to us for additional coaching before you pitch your next three clients.