Store this card for future purchases
Change payment method
Subscribe to our email list.
An account already exists with this email address. Is this you?
Fee Based Financial Planning Phase 1
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 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