Course curriculum
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01
Module 1
Show details- The Introduction
- #1: The 3 Basic Commandments of Super Effective Conversations
- #2.1: Defining Good and Bad Financial Planning Conversations
- #2.2: More Learnings (Backed by Science)
- #3: OVERVIEW of Conversation with Results
- #4.1: Here's How You Want Your Clients to FEEL (It's Underrated)
- #4.2: More Learnings (Backed by Science)
- #5.1: The Unexpected Ratio: 80% Listening vs 20% Talking
- #5.2: More Learnings (Backed by Science)
- #6: Do NOT Talk About The FP-Details (and What to Do Instead)
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02
Module 2 - The Introductory Meeting
Show details- #1: Why About 90% of My Prospects Become Real Clients
- #2: You Do Not, I Repeat, You Do Not, EXPLAIN Financial Planning
- #3.1: Aren't People Sharing Their Secrets? NO PROBLEM.
- #3.2: Here's a PDF to Help You With Alternative Questions
- #4.1: How to Make Prospects SEE You Care About Them
- #4.2: More Learnings (Backed by Science)
- #5.1: Why Your Conversations Needs a Little Pizazz
- #5.2: More learnings (Backed by Science)
- #6: Why You Should NOT Give Financial Advice to Prospects
- #7: The Four-Letter Word That Almost Every CFP®-er Hates
- #8.1: How to Overcome People's Secret Financial Planning Objections
- #8.2: 71 Secret Objections Examples from Real CFP®-ers Worldwide
- #8.3: How to Remove the "I Don't Know The Big Benefit of FP-Objection"
- #9: How to Overcome the Pricing Problem by Asking this Simple Question
- #10.1 - How to Explain the Financial Planning Process (the Engaging Way)
- #10.2: FREE EBOOK: Why 97% of Your Clients Don't Have Financial Goals
- #11: The FBI-Negotiators' Tactic to Deal With "No"
- #12: The Prerequisites for Saving 70% of Your Time on the Financial Planning Process
- #13: Here's the Reason You Should Not Have One Financial Planning Price
- #14: Mirroring: The Almost Laughably Simple Words Your Prospects Want to Hear You Say
- #15: Labeling: The Shortcut to Prospect-Intimacy
- #16: The Sweetest Two Words in ANY Financial Planning Conversation
- #17: The F-word: Why it's so powerful, when to use it, and how
- #18: The Analyst, The Accomodator and The Assertive; Which Type is YOUR Client?
- #18.2 How to Identify Your Type of Client [pdf]
- #19 How to Sell Financial Planning (without really selling it)
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03
Module 3 - The Intake Conversation
Show details- #1: How to Start the Intake Conversation
- #2: The Start of the Most Epic Prospect and Client Conversation
- #3: The Financial Goals Conversation Outlined
- #4: This Will Get You Clients for LIFE
- #5 Here Are 10 Reasons People WANT Financial Planning
- #6 The Easy Way to Get People's Financial Goals 100% Concrete
- #7 The Spending Goal Conversation - How to be Brutally Honest
- #8 How to Deal with ROI
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04
Module 4 - Presenting the financial plan
Show details- #1 Introduction: Interactive Financial Planning
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05
Module 5 - Monitoring the financial plan
Show details- Lessons coming soon
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