Course curriculum
-
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)
-
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)
-
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
-
04
Module 4 - Presenting the financial plan
Show details- #1 Introduction: Interactive Financial Planning
-
05
Module 5 - Monitoring the financial plan
Show details- Lessons coming soon
Conversations with results course
30-day money-back guarantee
-
$49.00 / month
What our members say:
“Ronald is a true king of marketing financial planning services. I've built my brand new virtual financial planning service, based on his advice. He deserves all the credits for my new venture.”
“Smart Financial Planner provides the tools and the confidence to go forward and provide real financial planning clients are looking for. Its the first time I've seen anything like it during 25+ years as a financial planner.”
Imagine ...
... getting one single client for your service, does that make up for the investment in Smart Financial Planner?
