Advisor Training

Are you a professional advisor who sometimes gets frustrated with clients who don't follow your advice? For example, have you ever:

• Worked with a client who hired you to complete a personal financial plan, then left it on a shelf or used it as a door stop?

• Created an elaborate estate plan that the client would NOT sign off, ever?

• Signed a deal to sell a business from someone who said "I  want to sell my business and retire", but would not sign a deal, or even negotiate in good faith?

Kind of makes you want to scream, doesn't it?

See video "How will becoming a Transition Planning Consultant help your business?"

There is a better way.  It's called Personal Transition Planning, and we can show you how to do it.  In fact, if you do it well, you will not only make more fees, you will reduce your frustration dramatically.  Think about it, more satisifaction for your clients, while you get more fees and less frustration.  That equals more satisfaction for you.

So, how does it work you ask?  We show you how to combine our proprietary on-line surveys with a series of one-to-one client sessions over a few months time, using a standard set of programs, that you choose for your client.

When the programs are complete, your client gets a plan for a new, exciting life of purpose that you helped him create.  That will tie her allegiance to you over the long haul, enabling you to get more work and more referrals.  Win-Win.

It makes the other work you must do for your clients so much more clear in their mind.  They still need your practical advice on taxes, law, investments and other business issues. However, once you have shown them the way to a new and better life, they can't wait to get started on the new financial plans, or the new business venture, or negotiating the sale agreement, or whatever you do to help your clients today.

Click here for more information on "Becoming a Transition Planning Consultant"

To learn more about what you will be offering your clients, click on the "Programs for" tab, or see this video.