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"The more money I leave on the table, the more trust I build in my clients chair" so says Andre Novaes.
If you could really focus on your client's best version and not be compensated by his/her investments, how would you make it profitable and enjoyable?
Here is a success story from Brazil! A market that had never heard about life centered financial planning.
Andre will explain the 'bet' and how his firm gets clients to sign up to paying 3%-5% of their monthly income as a pure retainer fee.
This 'bet' works! Now LifePlanFP is approaching US$10 MILLION in pure fee income (not investment asset AUM based!)
You'll learn about LifeFP’s story through the thoughtful narrative of its founder and CEO, Andre Novaes, CFP®.
The market may never be ready, and that’s a very positive thing! - How to sell the why; - From AuM to DuM (Dreams under Management); - From Fiduciary to Courage; - From Transparency to Clarity; - How to make life planning your life plan. - How to scale a life-centered practice with profit and sanity. - How to get clients to pay you pure fees - of 3-5% of their income (or a percentage of TOTAL assets) for managing their financial life plan.