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.
$199.99
Pay in 4-easy payments of $49.99 with PayPal
Take the CourseWhat 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
8 Sessions to Help You Grow
- Introduction
- Atmosphere of Influence
- Process Overview
- Location Phase: Navigating the Story You're in About Money
- Preparation
- The Welcome & Common Ground
- Healthy Tension
- Next Steps
