MASTERCLASS - An Introduction to
Lifestyle Financial Planning
and why you should adopt it NOW!
In this session, Paul explains what Lifestyle Financial Planning is all about - and how it helps you to differentiate yourself from most financial advisors and financial planners. How? By changing your focus - from your client's money, to your client's LIFE - and keeping the focus there, year after year after year.
Paul started developing this approach in 1990, and 15 years later, at the age of 45, was able to semi-retire - and from that point forward, spend six months working and six months playing - sailing his ocean going sailing yacht Spellbound around the world. Why? Because, as you will learn.... life's NOT a rehearsal!
Paul can teach you how to be an 'Alternative' Financial Advisor.... and with Covid 19, there's NEVER BEEN A BETTER TIME - OR MORE IMPORTANT TIME - to focus on what matters most....
TAKE YOUR FREE TRIAL OF INSPIRING ADVISERS
Sign up today for 30 days FREE membership - with access to the Inspiring Advisers' Lifestyle Financial Planning 7 Step Success System, PLUS Paul's TWO books for free*.
*Just help out with the shipping.
TAKE YOUR FREE TRIALSmall print: Offer intended only for advisors with passion, spirit and derring do, who want to get inspired about their work by putting their clients lives at the very center of the conversation.
Offer also intended for advisors who may have lost their mojo; or have often thought: "THERE MUST BE A BETTER WAY!" of communicating and delivering financial planning and financial advice.
Offer NOT intended for freebie hunters and advisors whose interest lies only in selling financial products and investments and building AUM.
This is working for Financial Planners the world over... here's some proof.
Around the world, Inspiring Advisers and the 'Lifestyle Financial Planning 7 Step Success System' is helping good financial planners become GREAT! In fact, many Certified Financial Planners freely admit that Inspiring Advisers was "the missing piece of the jigsaw!"
Join them.
Inspiring Advisers could be "the missing piece of the jigsaw!" for you too.
TAKE YOUR FREE TRIAL