£197 one off fee

MASTERCLASS No. 5

How (and when) to sell your financial planning service.

In this special masterclass, Paul teaches you a short inspiring presentation that you can introduce to prospective clients to explain to them what proper financial planning is all about and how they will benefit from your service. This will have them saying "WOW! This is EXACTLY what I want! Why don't ALL financial advisers do what you do!?" And when they say that to you, you'll have absolutely no trouble pitching your fees and getting more of the RIGHT clients.

INCLUDES ADDITIONAL BONUS VIDEO.

NOTE: If you sign up for this masterclass, and later choose to join Inspiring Advisers, this purchase will be credited to you and used to advance you one additional module within the 'Lifestyle Financial Planning Seven Step Success System' plus additional bonuses.

What People Are Saying:

OK! Here's the deal! I think Masterclass #5 is BRILLIANT! I'm 65 years old, I've been a CPA and CFP since 1979 and I've been delivering life-centered financial planning for many years... but seeing your masterclass was like a light bulb going off - what a FABULOUS way to SHOW prospects and clients what we do and how we are different, why we are worth the fees we charge... and what a great way to give them a VISUAL that they will have in their head from day 1, ....and when we meet, year after year... PRICELESS! Please, please, please give me access to all of your 7 Step Success System Modules! Just charge me whatever the fee to make this happen. 👍 I'm in! 😀 Terry

Terry Oehler, CFP®, Canada

This program has proven to be the best investment I've made for my career EVER. Paul's processes are brilliant and create true client engagement which allows the clients and myself to have a better life as the result! THANK YOU! Anthony Ruiz, MBA, CFP®

Anthony Ruiz, MBA, CFP®