Fee Based Financial Planning Phase 1

After taking this course, selling products and managing money won't be your value proposition... you will be the value proposition. You'll be a curator of great ideas that help people move toward increased profitability and quality of life.


  Pay in 4-easy payments of $49.99 with PayPal

Take the Course

What You'll Learn in This Course

  • How to conduct the Location Phase of your meeting
  • How to navigate the story your client is in about money
  • How to have the meeting before you have the meeting
  • How to establish common ground every time
  • How to have a conversation, not an interrogation
  • The three most important words that will change your fact-finding life
  • You'll receive a Narratives Checklist that gives you endless prompts & topics to explore with your clients
Get Started

8 Sessions to Help You Grow

  1. Introduction
  2. Atmosphere of Influence
  3. Process Overview
  4. Location Phase: Navigating the Story You're in About Money
  5. Preparation
  6. The Welcome & Common Ground
  7. Healthy Tension
  8. Next Steps

Frequently Asked Questions

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