Here's someĀ proof...
"I was a busy Financial AdviserĀ doing a good job for people. Or, at least, that's what I thought!
Then I found Paul, who taught me his 'Inspiring Advisers' methodology. This changed everything for me - from just being a busy transactional IFA to a proper lifestyle financial planner delivering much more value to my clients. This drastically increased my profits year after year. It also allowed me to take at least 3 months off each year.
Quite simply, Paul stopped me from being a busy fool!
Within 7Ā years of adopting Paul's Inspiring Advisers system, I was able to successfully sell my one adviser practice for a very high multiple. All due to the 'sticky' nature of our fee income - and all thanks to Paul's 'Inspiring Advisers' training. I highly recommend it.ā
Iain Wishart, Edinburgh
Watch this short video to find out if you'd like to be involved in changing the world of financial advice forever...
Now it's your turn.Ā
Let me help you MASTERĀ the communication and delivery of Lifestyle Financial Planning.
Join my Inspiring Advisers community with access to my Lifestyle Financial Planning 7 Step Success System - for just Ā£3.23 per day.
"Reading your book and going through the Inspiring Advisers online training programme, has been the single most life changing thing in my 19 year career in this profession."
Lee Gleave, Dip PFS, MCSIĀ -Ā United Kingdom
"My membership of Inspiring AdvisersĀ has proven to be the best investment I've made for my career EVER. Paul's processes are brilliant, easy and natural to follow and create true client engagement.Ā This is helpingĀ my clients (and myself!) to have a better life! THANK YOU!"Ā
Anthony Ruiz, MBA, CFPĀ® - Ohio, USA
Here'sĀ a quick overview of whatās covered...Ā
Ā
ā Welcome Module:
In the very first Module, Iāll show you whatās in store by introducing you to your Lifestyle Financial PlanningĀ Success Path. Iāll also quickly introduce you to a couple of people I'd like you to meet - two of the many great examples of members who have had incredible results with their membership of Inspiring Advisers. (Be warned, one is intended as a bit of fun, itās a bit of a piss take of the financial advice āindustryā! š)
š Here you can also download the digital versions of my two books, The 7 Habits of Highly Successful Financial Planners - How to really matter in the lives of your clientsĀ andĀ ENOUGH? How Much Money Do You Need For The Rest of Your Life?
FAST START BONUS - PART ONE
In these FAST START Bonus Modules, Iāll share with you some ideas, not only to whet your appetite, but these are ideas you can put to use IMMEDIATELY.Ā
Like:Ā
š How to Quickly Take Control of your client meetings and avoid āThe Transaction Trapā (4 minutes)
š How to quickly build trust with prospects using the āI Canāt Guarantee ScriptāĀ (5 minutes)
š āThe Killer Questionā to ask clients at the end of your first meeting. (4:40 mins)
š The āFinancial INdependence Method and ScriptāĀ (5:43 mins)
FAST START BONUS - PART TWO
š How to bring a REAL sense of urgency to your service (9 mins)
š How to build massive levels of rapport within 2 minutes of a new prospective client meeting. (6:25 mins)
š How to get much bigger investments using a simple and hilarious technique! (4:25 mins)
š How to avoid being sued!Ā Access my special report: The 7 Deadly Sins of Cashflow Modelling.Ā (Most financial advisors who are using lifetime cashflow modelling / financial planning software are seriously leading their clients astray and WILL get sued. This report will make sure you are not one of them.)
Ā
Now, letās look at the Step by Step Modulesā¦
Ā
ā Module 1: āGetting the Right Mindsetā
This Module focuses on the Mindset needed to really succeed as a Lifestyle Financial Planner. It will help you to think differently. It will help you to think BIGGER.
When you get the right mindset you will become re-inspired about your role as a Financial Advisor - and then the rest is easy!
But what is āThe Right Mindsetā? Well, youāll soon see. š
Iāll show you how to think and communicate differently to most advisors - and leave them choking in your dust!Ā
ā Module 2: Understanding Lifestyle Financial Planning.
This Module explains exactly what Lifestyle Financial Planning IS, and what it IS NOT. (I should know. I conceived it!)
I'll teach you the key messages to tune in to and communicate.Ā
Youāll see why most advisors who claim to be āFinancial Plannersā arenāt doing PROPER financial planning. And how you can use this to your advantage.
You'll see why Lifestyle Financial Planning is so necessary right now - and why thereās never been a better time! And youāll learn why millions of people are so desperate for this type of service and will happily pay for it.Ā
This Module will look at the benefits to you, your clients and to your staff of communicating and delivering a consistent, joined up Lifestyle Financial Planning service proposition.
ā Ā Module 3: How to Pitch Your Service - So Clients Understand The REAL Value You Deliver
This Module is one of THE most important modules. But you need to understand the earlier modules first.Ā
This is about using the RIGHT WORDS at the RIGHT TIME to communicate your value and the benefits you can bring to the table.
This module will focus on how to successfully communicate Lifestyle Financial Planning - your powerful client value proposition to clients. It will show you how to demonstrate how your service revolves around your client's LIFE, not their money.
This will show you how to have your clients saying āWOW! This is what weāve always wanted from an advisor!! Why donāt ALL financial advisors do this?!!!ā And when they say that to you, youāll have no trouble pitching your fees! š
Iāll teach you the best method of communicating proper financial planning to clients so they see why you are different and understand why they need YOU in their life - and why they should pay you extremely well for your service.Ā
Iāll also be introducing you to the concept of REAL Wealth Management. (Most advisors havenāt got a clue about this!)
I'll also be showing you the Top Ten Mistakes most Advisors make when trying to communicate their service - and how YOU can avoid them.
ā Module 4: Getting Bigger Fees
This Module will get you thinking differently about how you value yourself and your service. It will get you earning more money, faster.Ā
Better still, it will give you the confidence to turn down unprofitable clients, so you have time to get more of the profitable clients that you really want.Ā
Hereās the thing: itās no good thinking Financial Planning sells itself. It won't. Clients won't understand proper Financial Planning until they experience it. And then, when they experience it, they'll get it.
So, weāll be covering HOW, and more importantly WHEN do you communicate your fee? And what is your fee? What's your minimum? And why?Ā
This Module could help you double, triple or even quadruple your fee income within 12 months. Particularly when you start to feel more confident about the value that you are delivering.
ā Module 5: Fact Finding & Discovery Meeting Skills
One of the most important skills today is that of understanding your client through effective fact-finding and discovery. But very few Advisors have been taught how to do proper ālife-centredā fact-finding!
Most Advisors have been taught (by the Industry) how to do āGap Findingā not āMeaningful Fact Findingā. Thereās a big difference.
Iām not talking about being all ātouchy-feelyā and tree-huggy and asking awkward (sick-making) questions like some āgurusā suggest. Iām talking about you KEEPING IT REAL and asking down-to-earth questions that clients just want to be asked!
This module will teach you my Fact Finding Discovery Meeting process. It will break down an inspiring client-focused Fact Finding process into easily adopted bite-size chunks.Ā
Iāll show you how to ask the RIGHT questions in the RIGHT order.
Iāll show you how to 'dig deeperā with clients. This will help you to improve your soft skills, your questioning skills and your all-important listening skills.Ā
This Module will help you build greater levels of empathy and trust with clients ā¦and all withoutĀ coming across as 'weird', getting too touchy-feely - or, just as bad, getting sucked into talking about financial products.Ā
Iāll show you how to take charge of the client meeting so you become more confident, more congruent and more efficient as you lead clients down YOURĀ Lifestyle Financial Planning path to give them the outcomes that THEY want. (A better life, not a better return!)Ā
Iāll also provide you with sample Client Fact Finds and other downloadable scripts and templates.
ā Module 6: Delivering the Financial Plan
This Module will cover the Financial Planning meeting and how to create a ājoined upā experience for clients - so clients stay engaged in the Financial Planning process so that they take ownership of the plan ā¦.and then take action.Ā
More importantly, done properly, youāll see why this is where the incredible value you can add becomes really obvious to your clients. They will see that your service is really about their LIFE, not just their money!
š IMPORTANT: If you use any form of Lifetime Cashflow Modelling or Financial Planning Software, you need this Module. I was an early adopter of Cashflow Modelling software in 1990, and used it with every client, every time. It helped pay for my yacht! š
Since then, I have helped thousands of Advisors use their chosen software to knock their clients' socks off with PROPER financial planning.
Iāll show you how to get the best results out of your software and get an incredible return on your software licence fees!
ā Module 7: Segmenting Clients
FACT: most Advisors are just busy fools. They have too many clients they canāt really afford to look after.Ā
In this Module, I'll cover the importance of segmenting clients so that you can focus your resources on the clients that you can help the most and in turn who will make you the most money.Ā
Iāll show you how to elegantly ādisengageā from the clients that you no longer wish to look after or are just never going to be profitable clients. Iāll show you how to do this gracefully, WITHOUT upsetting them, without FIRING them, without suffering any clawbacks or risking being sued. It can be done.Ā
This Module will save you loads of time that you might currently waste by having too many unprofitable clients. Itās not complicated. You just need to know the simple steps to take - so you can get your life back.
ā Module 8: How to Get MORE of the RIGHT clients!
The secret to financial success in Financial Planning is having MORE of the RIGHT clients.
Not just so you make more money, but more importantly, so you create great systems and processes and end up with a peaceful life! You see, if you've got more of the RIGHT clients, you can then make sure you have LESS of the wrong clients!Ā
So, in this Module, Iāll share numerous PROVEN and PROACTIVE ways of getting more of the RIGHT clients. Again, itās not complicated. You just need to know what to say, and how to say it.Ā
Iāll show you how to be a magnet to the type of clients you want, whilst gracefully repelling the ones you donāt want.
Iāll be covering referral scripts that work, prospecting techniques, and the use of social media, Iāll give you proven pre-approach letters and other marketing ideas. And, Iāll also share some of my secret marketing weapons, that are responsible for me having a million-pound yacht and being able to semi-retire at 45 to enjoy sailing it!
Iāll also show you how to use the member only version of my book, āENOUGH?āĀ Ā to easily get more of the RIGHT clients.Ā It's designed to sell your service for you, so you don't have to try too hard.
This Module alone is worth hundreds of thousandsĀ to you in extra revenue if you put these simple ideas into action.
ā Module 9: Annual Client Meeting Process
This module will cover the ongoing service proposition to clients, and what needs to happen at the 'Annual Forward Planning Meetingā. (Note I donāt say āReview Meetingā thatās what other Advisors do. But that's NOT what you do when you are an Inspiring Adviser!Ā We deliver PLANNING. And planning is all about looking forward, not backward).Ā
It's about communicating a consistent message, year in and year out. That's how clients will trust you more and more, year after year, as your consistent ongoing service really helps them to get what they want out of life.Ā
This Module will show you how to really earn your ongoing fees and why clients will be more than happy for you to be paid well regardless of what happens to the value of their investments.Ā
This Module will also prove to you WHY and HOW you can keep the investment piece - and any financial products - as simple, painless and risk-free as possible.
This means you can take the focus OFF investments, performance and charges, you can STOP being a busy fool and you can get a quiet life - with real peace of mind for you AND your staff.
ā Module 10: Business Processes
In this Module, we'll be looking at refining your systems and processes, including your all-important back office support systems, so that everyone becomes efficient and Planners spend more time with clients. We'll also look at the important role para-planners play and what to look for when you are looking to employ a para-planner. Thereās also some added bonus material from Michelle Hoskin of Standards International. Michelle is a renowned systems and processes expert and she shows how to get your back office absolutely nailed once and for all.
ā BONUS MODULE: Advisor Case Studies Ā
In this bonus module, I interview successful members of Inspiring advisers who also share their experiences, ideas, tips and techniques. They also share the mistakes theyāve made so you donāt have to make those same mistakes.Ā
You can also learn loads from members in the member-only webinar recordings.
So, remember, with Inspiring Advisers, youāre not just learning from me, but also other successful advisors at various stages of their Lifestyle Financial Planning journey. You are not alone!
ā BONUS MODULE: Client Case Studies Ā
In this bonus module, weāre going to look at some inspiring Case Studies of real clientsā¦ā¦.whose lives were changed because they came to benefit from Lifestyle Financial Planning. These stories will inspire you to see whatās possible. And youāll start to see possibilities everywhere, and you'll easily identify countless PERFECT clients who you KNOW you will be able to help with your new service offering.
Plus LOTS MORE!
ā Free membership of 'Inspiring Advisers and its incredible community
ā Video Interviews with successful Planners who also share their secrets of financial planning success
ā Big discounts off useful tools that help you deliver Lifestyle Financial Planning.
ā Access to the 'Members Only, Advisor Marketing Version' of my book ENOUGH? How Much Money Do You Need For The Rest of Your Life? Members tell me that this book is āThe best financial planning marketing tool, ever.ā And, as a member, you can access bulk supplies of this book when you are ready. Just give it to clients, prospects and professional introducers and it will sell your service for you. It works like magic. (Inspiring Advisers member, Derek, from Dublin, tells me that this member-only book is directly responsible for over ā¬1,000,000 of new revenues in just a few years.)
ā There's also a co-branded version of this book with your logo, your contact details throughout and the best bit... you get to write the foreword! (Strictly members only.)Ā
ā Access toĀ other tools that help you communicate, demonstrate and EVIDENCE the value you deliver.
ā Access to Member Only Workshops and Live Webinars
ā Special Invite to my āunsponsoredā āBACK2Y - The Lifestyle Financial Planning Conferenceā - now a members-only event.
ā And lot's more!
So what is the investment?
Full membership of Inspiring Advisers and the Online Coaching Programme is normally a one-off payment of just Ā£2,497 (or your currency equivalent.)
But,Ā using the button belowĀ you can check it out for yourself and get a NO RISK 30-DAY TRIAL of Inspiring Advisers and the Online Coaching Programme for just Ā£97 per month (Ā£3.23 per day). There's no lock-in period. You can cancel anytime.Ā
And donāt forget my 30 day money back guarantee - if you're not delighted I don't want your money.
Now it's time to choose if you want in or not.
Ā
Still not convinced?
Here's what Anthony Villis has to say...
"We came on board with Inspiring Advisers and adopted Paul's Lifestyle Financial Planning approach in 2014, and we havenāt looked back. Itās brought energy to our business and developed a sense of doing something incredibly worthwhile; helping change peopleās lives in a positive way.
It really has changed everything.
Ā
Anthony also says: "We had set up our business five years earlier and grown quickly, we had great clients, a beautiful office in Marylebone and we were very profitable.Ā But, something was missing. We werenāt enjoying work much, and we had done the same thing for twenty years. It was the financial advice equivalent of Groundhog Day. Every meeting seeming to focus on the latest thoughts on the stock market and what was going to happen to the Euro.
We were struggling to articulate why we were different.
In hindsight, that difficulty in articulation stemmed from the fact that there was no difference! We were doing the same as everyone else. Focusing too heavily on investments and tax planning.Ā We felt frustrated. We felt bored of ourselves and we couldnāt see how we could take the business forward. We had the desire to change, but where and how to start?Ā That's when we found Paul and Inspiring Advisers. It really did change everything."Ā
Anthony Villis, CFPĀ®, Chartered Financial Planner ~Ā CEO, First Wealth, London
Ā Chartered Financial Planning Firm of the Year 2021/22
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