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Financial Adviser?  

Now You Can Deliver More Value, and Earn What You're Truly Worth! 

Discover the Power of 'Lifestyle Financial Planning' - The Proven System That Turns Clients and Prospects Into Raving Fans Who Will Gladly Pay Premium Fees...

...and will want to refer everyone they know!

Your journey as a Financial Adviser is unique...

Wherever you are on your journey, there's now a proven system that helps you transform client lives while building the reputation and income you deserve.

Whether you're building your own practice or advancing your career at an established firm, you've probably experienced the same challenges: standing out in a crowded market and ensuring you deliver REAL and LASTING value for your clients.

You might be struggling. Or you may already be successful but want to take things to the next level. Either way, you share something in common with the most successful advisers - the desire to build a more valuable practice, advance your career, and make a REAL difference in your clients' lives.

Now, with a proven system that's transformed thousands of practices and careers, you can finally break free from the industry treadmill...

"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, CFPŽ - Ohio, USA

Be honest with yourself...

How many of these challenges resonate with you:

  • Spending too much time discussing products and performance

  • Competing on price instead of value

  • Spending too much time justifying your fees

  • Working with clients who don't appreciate your expertise

  • Doing too much, for too many, for too little, for too long

  • Struggling to attract the right type of clients

  • Missing out on referrals and recognition

  • Being seen as 'just another adviser'

  • Working harder but not earning more

  • Feeling trapped in the transaction business

  • Watching other advisers get ahead or build better practices

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 - until now...

 

Take a moment to imagine your success  transformed

 

Which of these would make the biggest difference to yoUR SUCCESS:

  • Having prospects instantly understand your true worth?

  • Commanding premium fees without resistance

  • Working with clients who value and happily pay for your expertise

  • Building a reputation that attracts ideal clients naturally

  • Creating predictable, growing income

  • Working more efficiently while earning significantly more

  • Building a practice that could sell for a premium (or advancing faster in your career)

  • Never having to justify your fees again

  • Being recognised as the 'go-to' adviser in your market

  • Working with fewer, more profitable clients

  • Building deeper, more meaningful client relationships

For you, these aren't just business goals, are they?

 

 

Because, deep down, it's about more than just making money. 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 earning what you're truly worth. Quite simply, you want to make a REAL difference.

This transformation is within your reach - and it starts today.

I already know I need this - take me to the checkout

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 CFPŽ, Edinburgh 

Today, you can transform your practice  and quickly advance your career with the proven Lifestyle Financial Planning Success System™

 

Here's  exactly  how  it  works...

Through TEN comprehensive modules, you will:

→  Master every aspect of Lifestyle Financial Planning

→ Transform your client relationships

→ Build a much more valuable practice

→ Earn what you're truly worth

→ Join a supportive community of successful planners

→ Access proven marketing resources

→ Get regular support and inspiration

Progress at your own pace...

→ Each module delivers immediate strategies you can implement to transform your results.

"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, CFPŽ & Chartered Financial Planner - United Kingdom

The Story Behind Lifestyle Financial Planning... 
 

Hi, I'm Paul Armson. Founder of Inspiring Advisers.

I discovered what separates successful advisers from struggling ones when I realised something was fundamentally wrong with traditional financial advice.

Like many advisers, I was working harder and harder but not getting the results I wanted. I was stressed, busy, and competing on price instead of value.

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.

Like most advisers, I was focusing on the wrong things. 

Then my Mum died suddenly - at the age of 59. My Dad had spent 30 years saying to my Mum, 'One day, Mary, when I retire, we'll do this... we'll do that...'  But it wasn't to be.

It was my wake up call. I realised that "LIFE is NOT a rehearsal" and I vowed to live my life with these words as my mantra.

That's when everything changed for me. I changed my focus from my clients money to my clients lives. I reminded them that life isn't a rehearsal! I developed what's now called Lifestyle Financial Planning - a system that puts clients lives - and REAL value - at the centre of everything. This approach changed everything. It helped me build a thriving practice and allowed me to semi-retire at 45 to start sailing my yacht, "Spellbound" around the world.

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 and careers with Lifestyle Financial Planning.

Now it's your turn...

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 TRANSFORM MY SUCCESS!
WITH THIS PROVEN SYSTEM 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, CFPŽ, Chartered Financial Planner 
CEO - First Wealth - Chartered Financial Planning Firm of the Year 2021/22

Your Journey to Lifestyle Financial Planning Mastery...

 

Designed for busy professionals - you can progress at a pace that 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

MORE INFO ABOUT MODULE 1
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

MORE INFO ABOUT MODULE 2
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?"

MORE INFO ABOUT MODULE 3
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

MORE INFO ABOUT MODULE 4
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

MORE INFO ABOUT MODULE 5
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

MORE INFO ABOUT MODULE 6
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!)

MORE INFO ABOUT MODULE 7
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.

MORE INFO ABOUT MODULE 8
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

MORE INFO ABOUT MODULE 9
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

MORE INFO ABOUT MODULE 10

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.

I'M READY TO START MY JOURNEY
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 comprehensive training 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

 TEN INSPIRING fully guided modules

  • Module 1: Getting The Right Mindset for Success as a Lifestyle Financial Planner

  • Module 2: What Is 'Lifestyle Financial Planning'? (And what it is not!)

  • Module 3: How To 'EXPLAIN' & 'SELL' Proper Lifestyle Financial Planning

  • Module 4: How To Get Bigger Fees

  • Module 5: Fact Finding & Discovery Meeting Skills

  • Module 6: Delivering the Financial Planning 'EXPERIENCE'

  • Module 7: Segmenting Clients - So You Get a Life!

  • Module 8: How To Get MORE of the RIGHT Clients

  • Module 9: Annual 'FORWARD PLANNING' Meeting Process

  • Module 10: Business Processes For A Peaceful Life

 

 REGULAR CHECKPOINTS AND ASSESSMENTS
  • As you progress through each module you'll meet inspiring checkpoints. These are designed to make sure you haven't missed any of the key learning points. Members tell us these checkpoints are of immense value.

 

 Progress Badges 
  • Each time you pass through a Module assessment, not only will you earn your CPD Certificate, but you'll also receive your next achievement badge to keep you moving and learning!

 

 PROVEN Templates and scripts
  • With Inspiring Advisers you don't need to waste time trying to reinvent the wheel (let's be honest, you haven't got time for that!) Instead, you can simply tap into a system that has proven to work for countless advisers. Just adopt, adapt and deploy these proven strategies that get results. All you need to do is adapt them to suit you and make them your own!

 

 ADDITIONAL BONUSES
  • As you progress you'll earn additional bonuses and access to additional resources. These will help you on your journey to becoming a GREAT Financial Planner.

 And lots more!

Your Investment in Success...

Transform Your Practice AND CAREER: 

✓ 10 Comprehensive Success Modules

✓ Designed for busy professionals - progress at your own pace

✓ Certificate of Achievement in Lifestyle Financial Planning™

✓ Monthly Inspiration Spot sessions

✓ Inner Circle Community membership

✓ All bonus materials and resources

✓ Marketing tools and templates

✓Ongoing Support and Mentoring

Your investment is just £97 per month 

(Just ÂŁ3.23 per day to transform your success)
YES! I'M READY TO INVEST IN MY SUCCESS - ÂŁ97/month

Wondering if there's a Guarantee?

✅ There's a 30-Day 'No Quibble' Satisfaction Guarantee

Start your journey with complete confidence. If the system isn't transforming your practice and career, simply request a full refund within your first 30 days. If you're on the fence, take the full 30 days to experience the transformation 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... 

I'M READY TO TRANSFORM MY SUCCESS - ÂŁ97/month

Here'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 CFPÂŽ

"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 CFPÂŽ - 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

The Choice Is Yours...

 

You can continue as you are...

OR

You can join thousands of successful advisers who've transformed their practices with this system.

⭐ Transform Your Success:

✅ Stand out from every other adviser in your market

✅ Command premium fees that reflect your true value

✅ Build a reputation that attracts ideal clients

✅ Create predictable, growing income

✅ Work more efficiently while earning significantly more

⭐ Get Ongoing Support:

✅ Monthly Success Sessions with Paul and other top performers

✅ Access the Inspiring Advisers Inner Circle

✅ Access proven marketing resources and templates

"The system has already  generated over €1,000,000 in new revenues"

Derek Maguire, Dublin

✅ Join a community of successful Lifestyle Financial Planners

"The best investment I've made for my career EVER" - Anthony Ruiz, MBA, CFPÂŽ

✅ Stay motivated and accountable

✅ Get the results you deserve

It's time to decide...

Get started now...

Transform Your Practice While Earning Your Certification

Your investment is just £97 per month 

(Just ÂŁ3.23 per day to transform your practice at your own pace)
TRANSFORM MY SUCCESS NOW - ÂŁ97/month

Don't forget our Guarantee

If you're not seeing real transformation in your practice and career within 30 days, we'll gladly refund your money. If you're still on the fence, take the full 30 days to experience the system for yourself and then make a decision.

HERE'S JUST A FEW OF THE GREAT FINANCIAL PLANNING FIRMS THAT ARE FANS OF INSPIRING ADVISERS
 There are many more
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