Design high-value client service models and processes to help you deliver on the promise of Advice-based Financial Planning every time!
MODULES
- 5 video-based modules
- On-demand training portal
- Accessible via computer or phone app
MATERIALS
- 100+ page course manual
- Course workbooks
- Presentation slides
SUPPORT
- Ongoing Q&A support
- Facebook group
BONUS
- Editable agendas, worksheets & templates
NO RISK GUARANTEE- If you are unhappy with the Delivering on the Promise Online Course 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.