Financial Adviser?
Discover the Power of Lifestyle Financial Planning...
Wherever You Are In The World, Transform Your Practice and Earn Your Professional Certification
with Structured CPD in Lifestyle Financial Planning
Your journey as a Financial Adviser is unique...
You might be looking to break free from product and investment focused advice. Or you may already be delivering great financial planning. Either way, you share something in common with most successful advisers - the desire to make an even bigger difference in your clients' lives while building a more rewarding practice.
Now, with our Structured CPD course and a certification in Lifestyle Financial Planning, you can take your service to the next level...
"This has proven to be the best investment I've made for my career EVER. Paul's processes are brilliant, easy and natural to follow and create true client engagement. This is helping my clients (and myself!) to have a better life! THANK YOU!"
- Anthony Ruiz, MBA, CFP® - Ohio, USA
Be honest with yourself...
How many of these challenges resonate with you:
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Spending too much time discussing products and performance
- Often needing to justify your fees
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Having your expertise at risk of being measured by investment performance
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Working with too many clients who don't fully value your service
- Doing too much, for too many, for too little, for too long.
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Needing more of the right type of clients
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Knowing you could deliver more value
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Knowing client relationships could be more meaningful
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Being far too busy! Often missing precious family moments while building others' wealth
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Seeing your profession becoming increasingly commoditised
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Missing the sense of purpose that drew you to this profession
If one or more of these resonate with you, you're definitely not alone.
These are the same challenges that thousands of advisers have faced - whether breaking free from traditional advice or taking their financial planning to the next level...
Question -> Take a moment to imagine your practice transformed…
Which of these would make the biggest difference to you:
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Having prospects instantly understand your true worth?
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Working with fewer, more profitable clients?
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Building deeper, more meaningful client relationships?
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Having the confidence necessary to consistently attract more of the RIGHT type of clients?
- Reigniting your passion for making a real difference?
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Being energized by truly transformative client conversations?
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Focusing on what really matters - your clients' lives, not just their money?
For you, these aren't just business goals, are they?
Because, deep down, it's about more than just business success. It's about becoming the adviser you always wanted to be - having deeper conversations, building meaningful relationships, and truly transforming lives, not just managing money. It's about waking up every morning, excited to make a genuine difference in your clients' lives while building the practice you've always dreamed of.
This transformation is within your reach.
Real Results:
"I was a busy Financial Adviser doing a good job for people. Or, at least, that's what I thought... Then I discovered Paul's Inspiring Advisers community and his Lifestyle Financial Planning online training. This changed everything - from just being a busy transactional adviser to a PROPER Lifestyle Financial Planner delivering much more value to my clients. This drastically increased my income year after year..."
Iain Wishart CFP®, Edinburgh
Today, you can transform your practice while completing Endorsed Structured CPD / CE Activities and earning your Certificate of Achievement in Lifestyle Financial Planning™
Here's exactly how it works...
Through TEN comprehensive modules, each an Endorsed Structured CPD Activity, you will:
→ Master every aspect of Lifestyle Financial Planning
→ Transform your client relationships
→ Build a more valuable practice
→ Join a supportive community of successful planners
→ Access proven marketing resources
→ Get regular support and inspiration
Progress at your own pace...
→ Each CPD/CE earning module builds your expertise while delivering immediate benefits to your practice.
"After I decided to follow the 'Inspiring Advisers' process I very quickly quadrupled the turnover of my business. More importantly, I had much more satisfied clients! My advice? Sign up to Paul’s online training - you can’t afford not to!!"
- Sylvia Bentham, CFP® & Chartered Financial Planner - United Kingdom
The Story Behind Lifestyle Financial Planning...
Hi, I'm Paul Armson. Founder of Inspiring Advisers.
I created the concept of 'Lifestyle Financial Planning' in 1990 when I was 30 - it was born from a deeply personal wake-up call.
At that time, I was seen as a "successful" independent financial adviser. But the truth is I was super stressed and way too busy.
In the early days, I took on any client who had a pulse. By 30, I had become a lot more choosy. But there I was, STILL having endless client meetings, focused on products, investments, performance, and charges. Deep down I knew something was missing. But I didn't know what it was.
Then my Mum died suddenly - at the age of 59.
I witnessed my Dad's incredible grief. It wasn't just about loss; it was filled with "If onlys" and regret for all the things they were going to do together "One day". They'd spoken about these "One days" for years. But now it was too late. I vowed to never make the same mistake as my Mum & Dad. I realised life is for living NOW not "One day".
Then came the moment that changed everything - a meeting with prospective clients who happened to be the same age as my Mum & Dad. Whilst carrying out my fact find I heard them say those words that now sent shivers down my spine: "One day we'd like to do this... one day we'd like to do that..."
Still emotional from the loss of my Mum, that's when everything changed for me. I realised my real purpose wasn't to sell these people financial products, it wasn't about helping them get a better return - it was about helping them get a better life; to remind them that Life is NOT a rehearsal! To help them live their best life NOW, before it's too late.
This revelation completely transformed my practice. By developing my 'Lifestyle Financial Planning' process, putting clients' lives at the centre of everything, not just their money, I built a thriving practice. This allowed me to semi-retire at 45 and start sailing my yacht 'Spellbound' around the world - because it's not a rehearsal! More importantly, I had helped clients stop postponing life and start living it.
Other advisers noticed this success and asked me to share my 'Lifestyle Financial Planning' approach with them. Since then, I've helped over 2,000 advisers transform their practices with Lifestyle Financial Planning. I've challenged industry norms (creating BACK2Y, the first unsponsored Financial Planning conference), and now, through CISI-Endorsed Structured CPD, I'm helping advisers gain professional recognition while transforming their practices as Lifestyle Financial Planners.
Why? Because life isn't a rehearsal - for you, or your clients.
TO TAKE YOUR SERVICE TO THE NEXT LEVEL WE INVITE YOU TO PARTICIPATE IN WHAT HAS BEEN CALLED...
"The most inspiring, most profitable and most fun CPD you will ever undertake, ever!"
I'M READY TO START MY JOURNEY!
WITH THIS ENDORSED CPD TRAINING you'll...
Learn How To Demonstrate Value That Will NEVER Be Under Valued
Increase Your Fee Income and Easily Build Your Assets Under Management
Receive More Referrals to the Right Type of Clients.
Real Results:
"We adopted Paul's Inspiring Advisers' Lifestyle Financial Planning approach and we haven't looked back. It's brought energy to our business and developed a sense of doing something incredibly worthwhile; helping change people's lives in a positive way. It really has changed everything"
- Anthony Villis, CFP®, Chartered Financial Planner
CEO - First Wealth - Chartered Financial Planning Firm of the Year 2021/22
Your Journey to Lifestyle Financial Planning Mastery and Certification...
Designed for busy professionals - you can progress at whatever pace works best for you...
Let's explore each module - here's what's inside....
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
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
Module 3:
How To 'SELL' The Benefits
• Immediate Impact: Make fee discussions effortless and natural
• Business Benefit: Have clients saying "Why doesn't every adviser do this?"
Module 4:
How To Get Bigger Fees
• Immediate Impact: Double or triple your fee income without feeling awkward
Develop the confidence to set and communicate your fees effectively
• Business Benefit: Work with fewer, more profitable clients
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
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
Module 7:
Segmenting Clients - So You Get a Life!
• Immediate Impact: Free yourself from unprofitable client relationships
Build a more profitable, focused practice
• Business Benefit: Create more time for ideal clients (and yourself!)
Module 8:
How To Get MORE of the RIGHT Clients
• Immediate Impact: Create a steady stream of ideal client referrals.
Learn communication techniques that attract the right type of clients
• Business Benefit: Never be short of perfect clients ever again.
Module 9:
Creating High-Value Annual Planning Meetings
• Immediate Impact: Transform routine reviews into inspiring annual planning sessions that clients love.
• Business Benefit: Secure long-term client relationships and increase recurring revenue
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
Complete all modules and assessments to earn:
- Up to 35 hours Structured CPD / CE - all taken at your own pace
- Certificate of Achievement in Lifestyle Financial Planning™
- Eligibility to apply for CertLFP™ Qualification
- Eligibility to apply to be included in our Global Directory of GREAT Financial Planners™
And in the process transform your practice by delivering value that will NEVER be undervalued.
But KNOW this....
Your Journey Doesn't End With Certification...
Welcome to the Most Supportive Community in Lifestyle Financial Planning...
While mastering the modules will transform your practice, real magic happens when you're part of something bigger. That's why your membership of Inspiring Advisers includes access to a community of successful Lifestyle Financial Planners who've walked this path before you. They're ready to share insights, celebrate your successes, and support your journey to excellence.
In addition to the Endorsed Structured CPD Modules, here's what you also get with your Inspiring Advisers Membership:
🎯 Monthly Inspiration Spot
• Get your specific questions answered live by Paul and other successful members of Inspiring Advisers
• Share your implementation successes and challenges
• Learn from peers who are ahead on the journey
• Stay motivated with regular inspiration
• Get unstuck with real-time problem solving
• Connect with others transforming their practices
👥 Inspiring Advisers Inner Circle
• Private Facebook community of committed Lifestyle Financial Planners
• Share wins and get support when facing challenges
• Access peer insights and best practices
• Learn what's working right now for other members
• Build valuable professional relationships
• Celebrate achievements with people who understand your journey
🎁 Tools For Your Transformation:
• Ready-to-use marketing materials that actually work
• Proven scripts for client meetings and presentations
• Access to "The Best Financial Planning Marketing Tool, Ever!" the member-only ‘adviser marketing version’ of Paul’s book 'ENOUGH?'
• Co-branding opportunities for all marketing materials
• Templates to streamline your practice
• Exclusive invitation to BACK2Y - The Lifestyle Financial Planning Conference
So to recap... When you start your journey today...
Here's What You'll Find in Your Library
And lots more!
Your Investment in Professional Excellence...
Transform Your Practice While Earning Your Certification:
✓ 10 Endorsed Structured CPD/CE Modules (up to 35 hours)
✓ Designed for busy professionals - progress at your own pace
✓ Certificate of Achievement in Lifestyle Financial Planning™
✓ Pathway to CertLFP™ qualification
✓ Monthly Inspiration Spot sessions
✓ Inner Circle Community membership
✓ All bonus materials and resources
✓ Marketing tools and templates
Your investment is just £97 per month
(Just £3.23 per day to transform your practice at your own pace)
YES! START MY JOURNEY TODAY - £97/month
Wondering if there's a Guarantee?
✅ There's a 30-Day 'No Quibble' Satisfaction Guarantee
Start your journey with complete confidence. If the programme isn't right for you, simply request a full refund within your first 30 days.
If you’re on the fence take the full 30 days to explore the materials and experience Inspiring Advisers for yourself - and then decide!
DON'T PUT THIS OFF
A year from now... where will you be?
Today is the day you put the wheels in motion to become a truly client focused, highly successful, (and highly profitable) Lifestyle Financial Planner...
START MY JOURNEY TODAY - £97/monthHere's what advisers just like you are saying...
"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
"I can't tell you how energised and excited I've become again"
I've spent my time in the car, in the shower, walking my dog, non-stop thinking about what you've been teaching in your videos and can't tell you how energised and excited I've become again - and not just as it relates to my clients, but for the way I'm going to start thinking and approaching my own life. It just all makes sense.
- Jerome Rieke CFP® - Edward Jones
"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.
"One of the best training courses I’ve done in my entire time in this profession"
I’ve been through all of Paul's training online and it’s one of the best training courses I’ve done in my entire time in this profession. It contains scripts and insights, delivering a clear step by step process to transform your business relationships and help filter out clients who genuinely want to work with you on a full lifestyle financial planning basis. I would highly recommend Paul’s work for anyone who wants to take their business - and income - to the next level.
- Nic Dilasser ~ Principal, Dilasser Private Clients
"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)
"An absolute must!"
"Wherever you are on your journey, whether you're at the top of your profession or just starting out, membership of
Inspiring Advisers is an absolute must!"
- Alan Smith, Capital Partners, London.
"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.
FAQ
Answers to your questions
How much time do I need to commit?
Do I get instant access to everything when I sign up?
How does the Endorsed CPD/CE certification work?
What if I'm already delivering Financial Planning?
How is Lifestyle Financial Planning different from traditional financial planning?
How quickly can I implement what I learn?
What support do I get?
Can I cancel my membership?
How is this different from other CPD courses?
Does my CPD/CE count if I'm outside the UK or not a CISI member?
The Choice Is Yours...
You can continue as you are, doing a good job for your clients...
OR
You can join thousands of successful advisers who've transformed their practices with Lifestyle Financial Planning, while earning your professional certification.
It's time to decide...
Get started now...
Transform Your Practice While Earning Your Certification
Your investment is just £97 per month
(Just £3.23 per day to transform your practice at your own pace)
YES! START MY JOURNEY TODAY - £97/month
Don't forget our Guarantee
If you’re not 100% satisfied for any reason within 30 days we'll gladly refund your money.
If you're still on the fence, take the full 30 days to explore the materials and experience Inspiring Advisers for yourself and then make a decision.
HERE'S JUST A FEW OF THE GREAT FINANCIAL PLANNING FIRMS THAT ARE FANS OF INSPIRING ADVISERS
