
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.

Resources

Example Factfinder Worksheet
Gather the information you need to create effective strategies for your clients.

Example Proposal Worksheet
View proposals we’ve used with clients and learn how to present your advice in a compelling way.

Client Segmentation Worksheet
How to set healthy expectations with your clients and then deliver on them.

Overcoming Objections
Learn how to combat objections in the selling process.

New Vertical and Business Potential Worksheet
Calculate the potential revenue from adding planning to your business.
