YOUR ACCESS IS NOW AVAILABLE
Here are your 'On Demand' Masterclasses from Paul Armson
Paul Armson is the originator and driving force behind the growth of Lifestyle Financial Planning in the UK, and beyond.
Lifestyle Financial Planning is about helping your clients to identify, achieve and maintain their desired lifestyle, without fear of running out of money - or dying with too much!
It's financial planning done right - helping clients to get the best life possible, without running out of money, or running out of time.
If you like what you see in these videos, let Paul teach you the proven terminology (and processes) that is sure to get your clients attention and make you STAND OUT!
Choose an 'On Demand Master Class' below, for an introduction to Paul's Inspiring Advisers 'Lifestyle Financial Planning' mindset and methodology.
You can put these ideas to use immediately!
Just watch, copy and deploy!
Please watch this first (to the end!)
An Introduction to Lifestyle Financial Planning - and why you should adopt it NOW!
In this intro video, introduces the concept of Lifestyle Financial Planning and how it differs from plain old financial planning and financial advice. With a special message to US & Canadian advisers. (8 minutes 29 seconds)
MASTERCLASS No. 1:
Whose side are you really on? Let's get this straight from the start!
In this free masterclass, Paul shares something really important that you need to get right in your head and in your heart. Plus, the ONE WORD you should remove from your vocabulary if you want to stand out from the rest and feel differently about the work you do. (8 minutes 20 seconds)
MASTERCLASS No. 2:
How to demonstrate MORE VALUE to clients by taking the focus OFF their money!
In this free masterclass, Paul shows you where your real value lies and how you can communicate this to clients so they can quickly see why you are different and how you do more than most advisors (8 minutes 49 seconds)
MASTERCLASS No. 3:
How to take control of your service proposition, once and for all.
In this lesson, Paul shows you how to get your life back so you can STOP being a busy fool. How? By having a track on which to run, where EVERY client goes through YOUR process. (This is an important lesson. It's your life we are talking about!) Paul will show you just how easy these simple steps are... (24 minutes)
MASTERCLASS No. 4:
How to get more referrals, to the RIGHT type of clients.
In this masterclass, Paul teaches you how to guarantee success by being PRO active when it comes to referrals, so you easily get warm introductions to the right type of clients. (12 minutes)
MASTERCLASS No. 5:
How (and when) to sell your financial planning service.
In this special masterclass, Paul teaches you a short inspiring presentation that you can introduce to prospective clients to explain to them what proper financial planning is all about and how they will benefit from your service. This will have them saying "WOW! This is EXACTLY what I want! Why don't ALL financial advisers do what you do!?" And when they say that to you, you'll have absolutely no trouble pitching your fees and getting more of the RIGHT clients.
(35 minutes)
PREMIUM
