Inspiring Advisers Membership - BRONZE
Access to 7 Step Success System
Ten Modules - step by step instructions to help you succeed with Lifestyle Financial Planning
Bonus Modules to help you get off to a fast start
And lots more...
No risk trial - no lock in period - cancel any time.
I have to give you credit for inspiring me to make the leap. Now, with a lifestyle planning practice, I understand my value is in service and advice, not investment performance or product offerings. I’m still working toward building my business but any success that comes will in part be due to your inspiring message. I hope to thank you in person some day.
Jim MacKay CFP® - Spingfield, Missouri, USA
Being a member of Inspiring Advisers has given me clarity about what I'm trying to do!
It has brought consistency and profitability to our client on-boarding and review (forward planning) process, but most importantly, it's reminded me Why!
Sharon Sutton - Chartered Financial Planner, President Personal Finance Society
Paul, I have been an Adviser for 20 years now, the past 8 under my own business, and this is the first time I have had the confidence that comes from really understanding what clients want and what my role and value proposition really should be, and, thanks to you, I find I have discovered a renewed enthusiasm for what I do.
Peter Cashman Dip FP. CFP® New South Wales, Australia
We're now starting to see some real tangible outcomes from adopting many of your ideas. Needless to say your approach is inspirational!!
Paul Woods - Imagine FP, Harrogate
Your online course is absolutely everything you said it would be. In fact it's is a lot more than I expected and is worth every penny. In the two months so far I have become infinitely more confident in presenting what I do for clients, confidently explaining what my fee is (much larger than what I used to embarrassingly ask in return for my service). Thank you!!
Graeme Macmillan, Macmillan Financial Planning Ltd
Already have an account?
You'll receive notifications at this email address.
Email Customer Support