See examples of plans we’ve used with our clients.
Organizing client engagement into structured periods to minimize your administrative work.
Snapshot of REG BI, Required Forms, and needed disclosures.
How to document and create recommendations for clients.
A breakdown of staff roles and responsibilities in the planning process.
Always have the necessary documents to help you make great decisions for your clients.
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 to Join Elite Advisor Network
You want to grow your business more quickly. You want to be around advisors who have a mindset of abundance. You want to be in a community of advisors who take action. You want proven systems that you can incorporate into your business with minimal changes. You want to work smarter, not harder.
Includes a free coaching session with Sten.
Click below to choose the monthly option.
Learn how to gain clients by teaching financial strategies
When you join our email list you'll gain knowledge that will help your business grow. Your clients want solutions, not products. If you want more clients then you should focus on becoming an expert in teaching and implementing creative financial strategies. When you share great ideas and explain financial concepts in a simple way, you’ll be seen as a trusted advisor.