Mitch & Steve Sanduski are offering a 10% discount on membership of ROL Advisor which provides FOUR client engagement tools to help take your Life Centered Financial Planning service to new heights. This is particularly ideal for advisers who are well on the journey and want to deliver even more value. Offer also includes complimentary membership of Life Centered Planners.
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Mitch & Steve Sanduski are offering a 10% discount on membership of ROL Advisor which provides FOUR client engagement tools to help take your Life Centered Financial Planning service to new heights. This is particularly ideal for advisers who are well on the journey and want to deliver even more value. Offer also includes complimentary membership of Life Centered Planners.
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Neil's firm, BeiQ, has a free BEAM app available for use with clients. You can download it from the App store by clicking redeem offer.
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Neil's firm, BeiQ, has a free BEAM app available for use with clients. You can download it from the App store by clicking redeem offer.
Ticket required
If you would like to find out more about creating a REAL sense of urgency for your service by successfully communicating and delivering 'Lifestyle' Financial Planning, there is a Triple FREE Offer available from Paul. You can get a 30 day FREE trial of Inspiring Advisers and the Lifestyle Financial Planning '7 Step Success System' and his two books ('The 7 Habits of Highly Successful Financial Planners' and 'Enough?') All for free.
Ticket required
If you would like to find out more about creating a REAL sense of urgency for your service by successfully communicating and delivering 'Lifestyle' Financial Planning, there is a Triple FREE Offer available from Paul. You can get a 30 day FREE trial of Inspiring Advisers and the Lifestyle Financial Planning '7 Step Success System' and his two books ('The 7 Habits of Highly Successful Financial Planners' and 'Enough?') All for free.
Ticket required
If Jan's session resonated with you, and you'd like to learn more about coaching skills for financial advisers, Jan is offering attendees 10% discount off his virtual courses:
Coaching at the Heart of Financial Advice webinar series.
Virtual 1-day Coaching Skills for Financial Planners course.
Certificate in Coaching and Mentoring – Virtual Programme
Be sure to use the code is “LCFP10” on checking out.
Ticket required
If Jan's session resonated with you, and you'd like to learn more about coaching skills for financial advisers, Jan is offering attendees 10% discount off his virtual courses: Coaching at the Heart of Financial Advice webinar series. Virtual 1-day Coaching Skills for Financial Planners course. Certificate in Coaching and Mentoring – Virtual Programme Be sure to use the code is “LCFP10” on checking out.
Ticket required
Nick urged attendees to this session to grab the opportunity to adopt Lifestyle Financial Planning as he did 10 years go with the help of Paul and the Inspiring Advisers online training programme. If you would like to find out more about successfully communicating and delivering 'Lifestyle' Financial Planning, remember there is a special Triple FREE Offer available where you can get a 30 day FREE trial of Inspiring Advisers and the Lifestyle Financial Planning '7 Step Success System' PLUS Paul's two books (The 7 Habits of Highly Successful Financial Planners' and 'Enough?') All for free.
Ticket required
Nick urged attendees to this session to grab the opportunity to adopt Lifestyle Financial Planning as he did 10 years go with the help of Paul and the Inspiring Advisers online training programme. If you would like to find out more about successfully communicating and delivering 'Lifestyle' Financial Planning, remember there is a special Triple FREE Offer available where you can get a 30 day FREE trial of Inspiring Advisers and the Lifestyle Financial Planning '7 Step Success System' PLUS Paul's two books (The 7 Habits of Highly Successful Financial Planners' and 'Enough?') All for free.
Ticket required
If John's talk resonated with you, John is offering a 50% discount off his upcoming Client Engagement Masterclass webinar programme. And also free audiobook when you buy his book. Details here.
Ticket required
If John's talk resonated with you, John is offering a 50% discount off his upcoming Client Engagement Masterclass webinar programme. And also free audiobook when you buy his book. Details here.
Ticket required
You can currently take a 30 day trial membership of the Life Centered Planners community (and receive two free ebooks) for just $1 set up fee. If you like it, stay a member. We'd love you to.
Ticket required
You can currently take a 30 day trial membership of the Life Centered Planners community (and receive two free ebooks) for just $1 set up fee. If you like it, stay a member. We'd love you to.
Ticket required
If you would like to find out more about successfully communicating and delivering 'Lifestyle' Financial Planning, there is a Triple FREE Offer available from Paul. You can get his two books (The 7 Habits of Highly Successful Financial Planners' and 'Enough?') PLUS a 30 day FREE trial of Inspiring Advisers and the Lifestyle Financial Planning '7 Step Success System'. All for free.
Ticket required
If you would like to find out more about successfully communicating and delivering 'Lifestyle' Financial Planning, there is a Triple FREE Offer available from Paul. You can get his two books (The 7 Habits of Highly Successful Financial Planners' and 'Enough?') PLUS a 30 day FREE trial of Inspiring Advisers and the Lifestyle Financial Planning '7 Step Success System'. All for free.
Ticket required