Everything you need to help you DESIGN your Advice-based Financial Planning Practice and learn to ATTRACT the right clients and get hired for advice in one meeting. And the tools to help you fully IMPLEMENT your new processes into your practice.
SAVE 40% ($1,700) compared to purchasing the components separately.
ONLINE COURSES
- DESIGN: Delivering on the Promise Online Course
- ATTRACT: The Discovery EXPERIENCE
- IMPLEMENT: IMPLEMENTATION Archives
ACCESS
- On-demand training portal
- Accessible via computer or phone app
- Ongoing Q&A support
MATERIALS
- 100+ page course manual
- Course workbooks
- Presentation slides
- Printable Discovery EXPERIENCE Worksheet
- Printable Values Cards
- Easy to learn script
- Email templates
BONUS
- Editable agendas, worksheets & templates
- Virtual Discovery EXPERIENCE Module
- Virtual Discovery EXPERIENCE Presentation
- Financial Life Organizer Online Training
NO RISK GUARANTEE- If you are unhappy with the TPM Online Course Package for any reason, just contact us within 30 days for a full refund.
IMPORTANT NOTES
- Current members, please log-in before purchasing.
- Please subscribe to our email list to allow us to stay in touch.
- Contact us at [email protected] with any questions.