Fee Based Financial Planning Phase 2

After taking this course, you'll be able to help your clients develop a meaningful financial plan. From breaking down growth charts to analyzing their personal balance sheet, you'll be able to be a curator of great ideas and deliver consistent value to your clients.

$199.99

Pay in 4-easy payments of $49.99 with PayPal

Take the Course

What You'll Learn in This Course

How to conduct the Expectation Phase of your meeting
How to analyze a Planning Shepherd Balance Sheet
How to use the tools Wes uses in live meetings with clients
How to build live growth charts (Live walkthrough included)
How to become a curator of great ideas
How to influence the way your clients think, act, and develop
How to differentiate between personal, liquid, and business assets on a balance sheet
How to help your clients develop a meaningful financial plan

Get Started

10 Sessions to Help You Grow

Introduction
Atmosphere of Influence
The Process
Expectation Phase
Preparation
The Welcome & Common Ground
Balance Sheet Walk Through
Live Growth Chart
Next Steps
Wrap Up

Frequently Asked Questions

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