Financial Planning Bonus Resources

1. Example Consulting Proposal Every client receives a planning proposal. Click to see an example of a proposal that Sten used to gain a planning client. 

2. Watch the video below to see how Sten explains Tax Loss Harvesting as a way to add value and secure financial planning clients.


Planning To Succeed Program

In our 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.

We’ll work with you hand in hand for six weeks to learn and implement these systems. Many advisors get their first planning client before the six-week program is even completed.

If you complete the program SA Stone will reimburse 1/2 of your registration.