Ambitious Financial Planner?

I'd like to send you THREE THINGS to help you STAND OUT in 2020...

Please watch this very short video...

 

Are YOU a Chartered or Certified Financial Planner®?

I'd like to send you THREE THINGS to help you STAND OUT from other advisors...

Please watch this very short video...

 
USA

I'm a proud financial planner

in the USA

GIVE ME MORE INFO
Canada

I'm a proud financial planner

in Canada

GIVE ME MORE INFO
UK

I'm a proud financial planner

in the UK

GIVE ME MORE INFO

Here's what I'm sending you today...

Three amazing tools that will help you differentiate yourself from other advisors by successfully communicating  the real power and purpose of financial planning. (Clue: It's not about the money!)

Trio

This will help you...

  • Easily convey the REAL benefits of PROPER financial planning
  • Quickly DIFFERENTIATE yourself as a 'Lifestyle' Financial Planner
  • Distance yourself from untrusted product selling advisors
  • Easily communicate how your service is DIFFERENT
  • Confidently demonstrate your immense value and how your service helps clients to get something MORE important than a better return.... a BETTER LIFE!
  • Competently increase your fee income - and all with your clients blessing!
  • Easily get MORE of the RIGHT clients so you can earn bigger and better fees.

...within six months - or less.

Dave Morrison CFP

Dave Morrison, CFP® - Idaho, USA

“As a CFP® I feel I’ve been doing ‘proper’ financial planning for some time. However, I’ve never really communicated it very well. That is, until NOW!"

"I’ve enjoyed using Paul’s ‘end of first meeting’ presentation with new prospects and every single one of them has decided to engage my services.  I’ve also upped my fees! So things are going really well! The biggest benefit for me has definitely been putting the correct words to my value proposition.”

 
USA

I'm a proud financial planner

in the USA

GIVE ME MORE INFO
Canada

I'm a proud financial planner

in Canada

GIVE ME MORE INFO
UK

I'm a proud financial planner

in the UK

GIVE ME MORE INFO