DESIGN - ATTRACT - IMPLEMENT
We believe that everyone should have the opportunity to build a profitable, purpose-driven advice-based practice.
Online courses are perfect for advisors on a budget and those who enjoy self-paced learning. This is the exact same material we use with our private coaching clients, available to you at a fraction of the cost.
If you have any questions about courses, click below to send me a message.
DESIGN Your Advice-based Practice
Design high-value client service models and processes to help you deliver on the promise of Advice-based Financial Planning every time!
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ATTRACT The Right Clients
Learn to deliver an emotionally significant initial experience and get hired for advice by the right clients in just one meeting.
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IMPLEMENTĀ Advice-Based Financial Planning.
A library of over 36 on-demand video trainings to support the full implementation of Advice-Based Financial Planning.
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TOTAL PRACTICE MAKEOVER
Everything you need toĀ helpĀ you DESIGN your Advice-based Financial Planning Practice and learn to ATTRACT the right clients and get hired for advice in one meeting.Ā And theĀ toolsĀ to help you fully IMPLEMENT your new processes into your practice.
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