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.  
 
ONLINE COURSES
- DESIGN: Delivering on the Promise Online Course
 
- ATTRACT: The Discovery EXPERIENCE
 
- IMPLEMENT: IMPLEMENTATION Monthly Mastermind (1 year)
 
 
ACCESS
- On-demand training portal
 
- Accessible via computer or phone app
 
 
MATERIALS
- 100+ page course manual
 
- Course workbooks
 
- Presentation slides
 
- Printable Discovery EXPERIENCE Worksheet
 
- Printable Values Cards
 
- Easy to learn script
 
- Email templates
 
 
SUPPORT
- Ongoing Q&A support
 
- Facebook groups
 
 
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.