- The Introduction - Welcome to Financial Planning Formula
- The Roadmap: What You'll Get in Financial Planning Formula
- Why the New Way of Selling is The Blueprint for Future Success
- Here's My Vision of The Future of Financial Planning
- #1 - Introduction to "The Foundation"
- #2 - 5 False Assumptions about Selling Your Financial Planning Service
- #3 - The Strategy to Boost Your Prospect-List - FAST
- #4 - Why an Irresistible Financial Planning Service is Ethical
- #5 - The Most Important Story You Will Ever Tell
- #6 - Why People REALLY Buy Your Financial Planning Service
- #7 - The Real Benefits of Financial Planning Formula
- #1 - Introduction to "The Story"
- #2 - How to Get Raving Fans By Telling Your Own Story
- #3 - Here's How to Tell a Remarkable Financial Planning Story
- #4 - How to Communicate The Value of Your Financial Planning Service
- #4.1 - How to Discover Your Prospect's One Big Desire [PDF]
- #5 - How to Position Yourself as The Ultimate-Go-To-Financial-Planner
- #1 - Introduction to "The Sequence"
- #1.1 - Here are The Tools I Recommend for Your Online Marketing
- #2 - How to BOOST Your High Value Prospect-List on Auto Pilot
- #3 - The Shortcut to Get Prospects To Voluntarily Share Their Email with You
- #4 - The Secret to Charging What You're Worth
- #5 - How to Overcome Prospect-Procrastination (and the "I-Don't-Have-Time-Excuse")
- #1 - Introduction to "The Conversation"
- #2 - The 4 Critical Stages in The Prospect Journey
- #3 - How To Eliminate Prospect's Remorse (and Ignite Prospect's Delight)
- #4 - The #1 Thing Your Prospect Wants From You But Doesn't Ask You
- #5 - 6 Powerful Questions To Motivate Your Prospects To Do Business With You
- #6 - How To Make Your Prospect's Decision To Pay Your Fee a No-Brainer
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