Planning Made Simple for Advisors
This Course Will Help You Achieve
- Have your ideal client personally introduced to you each month by a CPA
- Transition from selling; to having your prospects ask YOU to become a client.
- Have more TIME with family and PROFIT in your pocket without blowing money on marketing
What is Included?
- 30+ training videos about: Practice Management, Marketing, Prospects & Clients, Planning and Investment Strategies
- 1-on-1 Coaching Call with Paul Durso - strategy and clarification
- Ability to Attend in-person Planning Made Simple Study Group with other high performing financial advisors
- Access to Simplicitree Software for financial planning
- Model for turning a CPA into a referral relationship
- Proven model to grow your AUM in down markets without the fear of losing clients
About Instructor
+44 enrolled Not Enrolled
Course Includes
- 8 Modules
- 41 Lessons
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