One year private coaching package 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 all the support you need to help you fully IMPLEMENT your new processes in your practice.
SAVE 20% ($3,750) compared to purchasing the components separately.
- 16 private video calls
- Full team coaching (up to 6 advisors)
- Customized feedback
- Accountability and mindset coaching
ONLINE COURSE ACCESS for your whole team (up to 6 advisors)
- DESIGN: Delivering on the Promise Online Course
- ATTRACT: The Discovery EXPERIENCE
- IMPLEMENT: IMPLEMENTATION Monthly Mastermind (1 year)
- Ongoing Q&A support
- Facebook group
- Email access between calls
- Staff support
- Editable agendas, worksheets & templates
- Virtual Discovery EXPERIENCE Module
- Virtual Discovery EXPERIENCE Presentation
- Financial Life Organizer Online Training
GUARANTEE- If you are unhappy with private coaching for any reason, let me know and you will receive a pro-rata refund based on the number of completed coaching calls. You and your team will retain access to any courses or materials that you have completed training on
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- Contact us at [email protected] with any questions.