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 on-going support to help you fully IMPLEMENT your new processes into your practice.
SAVE 40% ($1,700) compared to purchasing the components separately.
- DESIGN: Delivering on the Promise Online Course
- ATTRACT: The Discovery EXPERIENCE
- IMPLEMENT: IMPLEMENTATION Monthly Mastermind (1 year)
- On-demand training portal
- Accessible via computer or phone app
- 100+ page course manual
- Course workbooks
- Presentation slides
- Printable Discovery EXPERIENCE Worksheet
- Printable Values Cards
- Easy to learn script
- Email templates
- Ongoing Q&A support
- Facebook groups
- 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.
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