Module 1:

Getting The Right Mindset for Success

• Immediate Impact: Stand out from traditional advisers and command higher fees

• Business Benefit: Renewed confidence and purpose in your role

   Learning Objectives:

• Understand the mindset shift required to excel as a Lifestyle Financial Planner

• Learn how to think and communicate differently

• Develop a bigger vision for your career and business

• Gain the confidence to position yourself as a leader in financial planning

    Learning Outcomes:

• Embrace a growth-oriented mindset that fuels long-term success

• Approach financial planning with renewed confidence and purpose

• Stand out by adopting a unique, client-centred perspective

• Communicate your value effectively

Module 2:

What Is 'Lifestyle Financial Planning'?

• Immediate Impact: Comunicate services clients actually want and will pay premium fees for

• Business Benefit: Escape 'The Transaction Trap' forever

   Learning Objectives:

• Gain a clear understanding of Lifestyle Financial Planning and how it differs from ‘normal’ financial planning and traditional financial advice

• Learn how to articulate the unique benefits of this approach

• Understand why demand for proper lifestyle financial planning is higher than ever

• Explore the advantages of delivering a consistent service proposition

    Learning Outcomes:

 • Clearly differentiate yourself from advisers who don't practice true financial planning

• Confidently explain and position Lifestyle Financial Planning

• Understand how to escape 'The Transaction Trap'

• Understand how to bring a real sense of urgency to financial planning

• Implement a joined-up, client-focused planning approach

Module 3:

How To 'EXPLAIN' & 'SELL' Proper Lifestyle Financial Planning

• Immediate Impact: Make fee discussions effortless and natural

• Business Benefit: Have clients saying "Why doesn't every adviser do this?"

   Learning Objectives:

• Develop a compelling client value proposition that resonates

• Master the art of explaining comprehensive lifestyle financial planning

• Learn how to position yourself as an indispensable adviser

• Avoid the top 10 mistakes most advisers make when pitching their service

    Learning Outcomes:

• Confidently communicate your unique value so clients instantly see why they need your expertise

• Differentiate yourself from traditional financial advisers

• Use a structured approach to pitching fees without resistance

• Understand and communicate the concept of REAL Wealth Management

Module 4:

How To Get Bigger Fees

• Immediate Impact: Double or triple your fee income without feeling awkward

• Business Benefit: Work with fewer, more profitable clients

   Learning Objectives:

• Recognise the true value of your expertise and service

• Develop the confidence to set and communicate your fees effectively

• Learn when and how to introduce fee discussions to clients

• Establish a minimum fee structure that reflects your worth

    Learning Outcomes:

• Set clear and profitable pricing for your services

• Confidently communicate your fees at the right stage

• Attract higher-value clients while disengaging from unprofitable ones

• Dramatically increase your fee income

• Avoid the problem of 'value transference'

Module 5:

Fact Finding & Discovery Meeting Skills

• Immediate Impact: Transform client meetings into powerful discovery sessions

• Business Benefit: Build deeper client relationships that guarantee referrals

   Learning Objectives:

• Develop a structured, real-world approach to client fact-finding

• Learn how to ask insightful questions that foster trust

• Enhance soft skills, including active listening

• Gain confidence in leading client conversations

    Learning Outcomes:

• Conduct more meaningful and client-centric discovery meetings

• Build stronger client relationships through improved empathy

• Learn how to gracefully avoid the 'Transaction Trap'

• Know 7 questions that clients really enjoy answering

• Understand how to transition into pitching your service

Module 6:

Delivering the Financial Planning 'EXPERIENCE'

• Immediate Impact: Turn financial planning into an inspiring client journey

• Business Benefit: Create advocates who eagerly refer you to others

   Learning Objectives:

• Master the structure of an effective Financial Planning Meeting

• Learn techniques to enhance client engagement

• Understand how to showcase the real value beyond investments

• Optimise the use of Lifetime Cashflow Modelling

    Learning Outcomes:

• Deliver compelling and results-driven planning meetings

• Use financial planning software effectively

• Create an inspiring financial planning 'experience'

• Keep meetings focused on life more than money

• Maximise the value of financial planning tools

Module 7:

Segmenting Clients - So You Get a Life!

• Immediate Impact: Free yourself from unprofitable client relationships

• Business Benefit: Create more time for ideal clients (and yourself!)

   Learning Objectives:

• Understand the importance of client segmentation

• Learn a structured approach to identifying high-value clients

• Develop strategies to disengage from unprofitable clients

• Implement time-saving techniques

    Learning Outcomes:

• Apply a client segmentation framework

• Confidently transition away from non-profitable clients

• Reduce wasted time and improve efficiency

• Build a more profitable, focused practice

Module 8:

How To Get MORE of the RIGHT Clients

• Immediate Impact: Create a steady stream of ideal client referrals

• Business Benefit: Never be short of perfect clients ever again.

   Learning Objectives:

• Develop effective strategies to attract ideal clients

• Master referral and prospecting systems

• Learn communication techniques that attract the right clients

• Leverage marketing tools and social media effectively

    Learning Outcomes:

• Understand what constitutes 'the right type of client'

• Implement targeted client recruitment strategies

• Use proven pro-active referral scripts and prospecting techniques

• Be pro-active in obtaining professional introductions

• Utilise exclusive marketing tools for effortless conversion

Module 9:

Annual 'FORWARD PLANNING' Meeting Process

• Immediate Impact: Transform routine reviews into inspiring planning sessions

• Business Benefit: Secure long-term client relationships and recurring revenue

   Learning Objectives:

• Develop a structured, future-focused Annual Planning process

• Communicate a consistent service proposition

• Demonstrate ongoing value beyond investment performance

• Simplify investment discussions

    Learning Outcomes:

• Deliver forward-focused annual planning meetings

• Book meetings one year in advance

• Keep focus on what matters most every year

• Create duplicatable, repeatable processes

• Obtain additional referrals naturally

Module 10:

Business Processes - For A Peaceful Life!

• Immediate Impact: Create systems that run like clockwork

• Business Benefit: Build a valuable, scalable practice while working less

   Learning Objectives:

• Create a consistent, duplicateable profitable service that you can deliver to every client, every time.

• Streamline business processes for maximum efficiency

• Optimise back-office systems

• Understand the para-planner role

• Learn from industry expert Michelle Hoskin

    Learning Outcomes:

• Implement structured processes

• Enhance operational efficiency

• Identify and recruit quality para-planners

• Create a scalable business model

"The single, biggest influence on my financial planning career to date"

"Without a shadow of a doubt, Paul's Financial Planning Success System has been the single, biggest influence on my financial planning career to date. It has transformed the way I work and made it an absolute pleasure to deliver Lifestyle Financial Planning. The result being lifelong, happy and secure clients".

- Damien Rylett CFP®

"Learning how to move the focus away from products & investments...."

The Inspiring Advisers course has made an incredible difference in the discussions I have with both new and existing clients. Learning how to move the focus away from products & investments to instead concentrate on what is actually important to the client, makes for much better meetings and more engaged clients.

- Matt Naylor FPFS - Chartered Financial Planner

"A breath of fresh air"

Having the words to finally express how I feel financial planning should work is life changing! The programme is a breath of fresh air. Thank you Paul!

- Cerie Griffiths FPFS.

"Easy to understand and thought-provoking"

"The online training is both insightful and practical, and it has really helped me refine my approach to Lifestyle Financial Planning. Paul’s ideas have been easy to implement, and I’ve seen a really positive impact on my client interactions as a result. The support in using this material has been fantastic, and I highly recommend it to other advisers looking to enhance their service offering.”

- Nigel Shaffer - Chartered Financial Planner - Registered Life Planner  (RLP)

"Brought consistency and profitability"

"This has given me clarity about what I'm trying to do. It has brought consistency and profitability to our client onboarding and 'forward planning process' but more importantly, it's reminded me 'Why!'. 

- Sharon Sutton, FPFS - Chartered Financial Planner. Past President of the Personal Finance Society.