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!)
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® - 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.”