$199.99 USD

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Fee Based Financial Planning Phase 2

Pay in 4-easy installments by checking out with PayPal.

Learn how to navigate your client's story about money and increase their profitability and quality of life.

What you'll get:

  • 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