You will learn how to move beyond compliance, improve your client conversations, and start delivering more advisory support in a way that feels natural and valuable.
How to move from compliance into more advisory conversations
A simple way to structure better client discussions
How to build confidence in offering advice
How to deliver more value to your clients
How to start positioning yourself beyond just compliance work
Not only will you get the lessons, you'll also get...
An example agenda for running your vision days.
An Excel spreadsheet to help you plan your customer's goals.
A document to help your customers create their Wheel of Life
Introduction
Deliver Impactful Advisory Services
Helping Your Clients Get More Cash!
Financing Future Plans
Know What to Spot and Talk Knowledgeably About It
Run Your Own Mastermind
“It’s game-changing!”
Abbie Glew
“It was a truly helpful deep dive into the ADVISORY that the talking heads promote. Practical, insightful, accessible and up to us if, how and when to do it. ”
James Lizars
“The event was full of useful information to help any business grow. The event provided clarity on what advisory services are and ways we can implement these services in our firm. I would fully recommend it because it provides a framework/structure to work towards. Even if you apply one or two things, it could make a big difference.”
Tracy Wayte
“It prompted me to actively think about identifying opportunities for selling advisory services to my clients.”
Isaac Hajioff
