The Financial Planner's Pathway
Expand your practice with a consistent, repeatable approach to comprehensive financial planning. This course is specifically designed for professionals transitioning their service model to include fee-based planning as a core offering.
The Transition Strategy
One of the greatest challenges for established advisors is shifting the client engagement process from being product-focused (investments and insurance) to being planning-led. The Financial Planner’s Pathway bridges this gap by providing:
- Value Proposition: Learn to effectively explain the merits of comprehensive financial planning to existing and prospective clients.
- Discovery Mastery: Master a thorough interview process that drills down into a comprehensive set of financial goals.
- Defined Scope: Learn how to translate client needs into a clearly defined scope of work for a financial planning arrangement.
Course Features & Format
This program provides the practical tools and communication strategies necessary to rebrand your client experience.
Duration- Nearly 15 hours of education
Delivery- Self-study video content
Focus- Client engagement and discovery processes
Resources- Custom branded engagement materials included
Exclusive Implementation Tools
To ensure you can put your training into immediate action, students receive a one-time set of custom branded materials.
Professional Branding: These materials are designed for use throughout your client engagement process and come with a limited lifetime license, allowing you to maintain a polished, professional image as you grow your fee-based services.
