Financial Adviser?
You got into this profession to make a real difference.
The question is - are you?
Whatever brought you here, one thing is clear.
Consumer Duty is raising the bar. AI is changing client expectations. And the gap is widening between advisers who truly deliver value - and those who just think they do.
Inspiring Advisers is the only CISI-endorsed online training programme built entirely around proper Lifestyle Financial Planning - and the Life First. Money Second.® philosophy that turns good advisers into GREAT Financial Planners.
🏅 CISI-Endorsed Structured CPD | Up to 35 hours | Recognised worldwide
Something brought you here. And it probably wasn't just the CPD hours.
Maybe you're having the same conversations you've always had - products, portfolio performance, charges - and somewhere in the back of your mind, you know your clients deserve more than that.
Maybe you're already doing things differently. Asking better questions. Talking about life before money. But you're doing it instinctively, without a proven system behind it - and you're not always sure you're getting it right.
Or maybe you've reached a point where you simply want to do this job the way it was always meant to be done. To put your clients' lives - not their portfolios - at the centre of everything.
If any of that resonates, you're in exactly the right place.
Life First. Money Second.® isn't just a philosophy. It's a complete system - proven, structured, accredited, and built by someone who lived it. And it starts here.
"The most inspiring, most profitable and most fun CPD you will ever undertake, ever!"
"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 for a moment...
How many of these apply to you? Are you...
- Still leading with money, products and performance - when deep down you know the conversation should start with life
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Spending too much time discussing products and performance
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Competing on price instead of value
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Spending too much time justifying your fees
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Working with clients who don't appreciate your expertise
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Doing too much, for too many, for too little, for too long
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Struggling to attract the right type of clients
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Missing out on referrals and recognition
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Being seen as 'just another adviser'
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Working harder but not earning more
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Feeling trapped in the transaction business
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Watching other advisers get ahead or build better practices
If one or more of these resonate with you, you're definitely not alone. You just haven't had the right system. Until now.
What would change if you put Life First. Money Second.® into practice - properly, consistently, with every client?
Here's what Inspiring Advisers members tell us HAS changeD FOR THEM:
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Having prospects instantly understand your true worth
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Commanding premium fees without resistance
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Working with clients who value and happily pay for your expertise
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Building a reputation that attracts ideal clients naturally
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Creating predictable, growing income
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Working more efficiently while earning significantly more
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Building a practice that could sell for a premium (or advancing faster in your career)
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Never having to justify your fees again
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Being recognised as the 'go-to' adviser in your market
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Working with fewer, more profitable clients
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Building deeper, more meaningful client relationships
This isn't really about the money, is it?
If it were just about the money, you'd have found a way to make more of it by now.
This is about becoming the adviser you always knew you could be. The one who has real conversations. Who understands what's actually going on in a client's life before talking about their money. Who clients genuinely value - not because you gave them a decent return last year, but because you helped them live a better life.
That's what Life First. Money Second.® means in practice. And when you do it properly - backed by a proven system, a community of like-minded planners, and 35 hours of CISI-endorsed structured CPD - everything changes.
Not just for your clients. For you.
That transformation starts here.
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 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 a Life First. Money Second® approach with 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.
All while earning accredited structured CPD.
"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 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 Life First. Money Second.® 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. They asked me how. Since then, over 2,000 advisers from around the world have gone through the Inspiring Advisers programme - with around 700 active members right now, from the UK, USA, Canada, Australia, South Africa and beyond.
The ones who get the most from it aren't just after better scripts or smarter fees. They're looking for a better way to do this job.
Now it's your turn.
Already delivering Lifestyle Financial Planning?
Good. Then you'll know that the words are easy. It's the consistent, confident practice that takes real work.
A lot of advisers now use the language. The job title. The positioning. But without a proven system behind it, it stays exactly that - language.
If you want to go deeper. To do it properly. To have a structured, accredited framework that backs up everything you're already doing - and a community of like-minded planners who hold themselves to the same standard - this is it.
Life First. Money Second.® isn't just something you say. It's something you prove - in every client conversation, every planning meeting, every annual review.
Inspiring Advisers gives you the system to do exactly that.
I'M READY TO TRANSFORM MY SUCCESS - £97/month
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!
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...
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
Module 2:
What Is 'Lifestyle Financial Planning'?
• Immediate Impact: Communicate 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 comprehensive training modules, here's what you also get with your Inspiring Advisers Membership:
🎯 Monthly Inspiration & Support Spot
Join Paul and fellow members live every month - for real conversation, real answers, and real inspiration from practitioners who are living the Life First. Money Second.® philosophy every day.
- Get your specific questions answered live
- Share wins and work through challenges with people who get it
- Learn from members who are ahead on the journey - some of whom have built extraordinary practices around this approach
- Stay motivated, stay accountable, stay on track
With around 700 active members and over 2,000 alumni worldwide, you're joining a community that's quietly changing the profession - one adviser at a time.
👥 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 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 £3.23 per day to transform your success)
YES! I'M READY TO INVEST IN MY SUCCESS - £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 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!
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 CFP®
"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.
"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
"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 carry on as you are. Wondering if there's more to this than products, performance and annual reviews.
OR
You can commit to doing this properly. To putting Life First. Money Second.® at the heart of everything - with a proven system, a professional qualification, and a community of advisers who've made the same shift and never looked back.
Over 2,000 advisers have gone through this programme. Around 700 are active members right now. They started where you are.
The only question is - are you ready?
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)
TRANSFORM MY SUCCESS NOW - £97/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
