How to successfully communicate Life Centered Financial Planning - and keep the focus on what matters most!
A Talk by Paul Armson (Inspiring Advisers : Life Centered Planners)
About this Talk
In this session Paul will explain the difference between Life Centered Financial Planning and plain old money focused advice and how you can differentiate yourself by demonstrating that your service revolves around your client, not their money.
You will learn:
~ How to easily avoid 'The Transaction Trap' ~ The THREE HATS that you wear as a Life Centered Planner ~ Where your true value really is ~ Why the industry wants you to keep wearing the WRONG HAT! ~ How to demonstrate and communicate incredible value so you differentiate yourself from money focused advisors and therefore easily attract and retain more of the RIGHT clients.
You should attend this session if you want to get really inspired about the work you do and easily communicate and demonstrate far greater value.
Exclusive Offers
Register for this Talk to unlock these exclusive offers.
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.
Offer
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.
Offer