Here's a quick overview of what’s covered... 

✅ Welcome Module:

In the very first Module, I’ll show you what’s in store by introducing you to your Lifestyle Financial Planning Success Path. I’ll also quickly introduce you to a couple of people I'd like you to meet - two of the many great examples of members who have had incredible results with their membership of Inspiring Advisers. (Be warned, one is intended as a bit of fun, it’s a bit of a piss take of the financial advice ‘industry’! 😂)

👉 Here you can also download the digital versions of my two books, The 7 Habits of Highly Successful Financial Planners - How to really matter in the lives of your clients and ENOUGH? How Much Money Do You Need For The Rest of Your Life?

FAST START BONUS - PART ONE

In these FAST START Bonus Modules, I’ll share with you some ideas, not only to whet your appetite, but these are ideas you can put to use IMMEDIATELY. 

Like: 

👉 How to Quickly Take Control of your client meetings and avoid ‘The Transaction Trap’ (4 minutes)

👉 How to quickly build trust with prospects using the ‘I Can’t Guarantee Script’  (5 minutes)

👉 ‘The Killer Question’ to ask clients at the end of your first meeting. (4:40 mins)

👉 The ‘Financial INdependence Method and Script’  (5:43 mins)

FAST START BONUS - PART TWO

👉 How to bring a REAL sense of urgency to your service (9 mins)

👉 How to build massive levels of rapport within 2 minutes of a new prospective client meeting. (6:25 mins)

👉 How to get much bigger investments using a simple and hilarious technique! (4:25 mins)

👉 How to avoid being sued!  Access my special report: The 7 Deadly Sins of Cashflow Modelling. (Most financial advisors who are using lifetime cashflow modelling / financial planning software are seriously leading their clients astray and WILL get sued. This report will make sure you are not one of them.)

Now, let’s look at the Step by Step Modules…

✅ Module 1: ‘Getting the Right Mindset’

This Module focuses on the Mindset needed to really succeed as a Lifestyle Financial Planner. It will help you to think differently. It will help you to think BIGGER.

When you get the right mindset you will become re-inspired about your role as a Financial Advisor - and then the rest is easy!

But what is ‘The Right Mindset’? Well, you’ll soon see. 😉

I’ll show you how to think and communicate differently to most advisors - and leave them choking in your dust! 

✅ Module 2: Understanding Lifestyle Financial Planning.

This Module explains exactly what Lifestyle Financial Planning IS, and what it IS NOT. (I should know. I conceived it!)

I'll teach you the key messages to tune in to and communicate. 

You’ll see why most advisors who claim to be ‘Financial Planners’ aren’t doing PROPER financial planning. And how you can use this to your advantage.

You'll see why Lifestyle Financial Planning is so necessary right now - and why there’s never been a better time! And you’ll learn why millions of people are so desperate for this type of service and will happily pay for it. 

This Module will look at the benefits to you, your clients and to your staff of communicating and delivering a consistent, joined up Lifestyle Financial Planning service proposition.

✅ Module 3: How to Pitch Your Service - So Clients Understand The REAL Value You Deliver

This Module is one of THE most important modules. But you need to understand the earlier modules first. 

This is about using the RIGHT WORDS at the RIGHT TIME to communicate your value and the benefits you can bring to the table.

This module will focus on how to successfully communicate Lifestyle Financial Planning - your powerful client value proposition to clients. It will show you how to demonstrate how your service revolves around your client's LIFE, not their money.

This will show you how to have your clients saying “WOW! This is what we’ve always wanted from an advisor!! Why don’t ALL financial advisors do this?!!!” And when they say that to you, you’ll have no trouble pitching your fees! 😉

I’ll teach you the best method of communicating proper financial planning to clients so they see why you are different and understand why they need YOU in their life - and why they should pay you extremely well for your service. 

I’ll also be introducing you to the concept of REAL Wealth Management. (Most advisors haven’t got a clue about this!)

I'll also be showing you the Top Ten Mistakes most Advisors make when trying to communicate their service - and how YOU can avoid them.

✅ Module 4: Getting Bigger Fees

This Module will get you thinking differently about how you value yourself and your service. It will get you earning more money, faster. 

Better still, it will give you the confidence to turn down unprofitable clients, so you have time to get more of the profitable clients that you really want. 

Here’s the thing: it’s no good thinking Financial Planning sells itself. It won't. Clients won't understand proper Financial Planning until they experience it. And then, when they experience it, they'll get it.

So, we’ll be covering HOW, and more importantly WHEN do you communicate your fee? And what is your fee? What's your minimum? And why? 

This Module could help you double, triple or even quadruple your fee income within 12 months. Particularly when you start to feel more confident about the value that you are delivering.

✅ Module 5: Fact Finding & Discovery Meeting Skills

One of the most important skills today is that of understanding your client through effective fact-finding and discovery. But very few Advisors have been taught how to do proper ‘life-centred’ fact-finding!

Most Advisors have been taught (by the Industry) how to do ‘Gap Finding’ not ‘Meaningful Fact Finding’. There’s a big difference.

I’m not talking about being all ‘touchy-feely’ and tree-huggy and asking awkward (sick-making) questions like some ‘gurus’ suggest. I’m talking about you KEEPING IT REAL and asking down-to-earth questions that clients just want to be asked!

This module will teach you my Fact Finding Discovery Meeting process. It will break down an inspiring client-focused Fact Finding process into easily adopted bite-size chunks. 

I’ll show you how to ask the RIGHT questions in the RIGHT order.

I’ll show you how to 'dig deeper’ with clients. This will help you to improve your soft skills, your questioning skills and your all-important listening skills. 

This Module will help you build greater levels of empathy and trust with clients …and all without coming across as 'weird', getting too touchy-feely - or, just as bad, getting sucked into talking about financial products. 

I’ll show you how to take charge of the client meeting so you become more confident, more congruent and more efficient as you lead clients down YOUR Lifestyle Financial Planning path to give them the outcomes that THEY want. (A better life, not a better return!) 

I’ll also provide you with sample Client Fact Finds and other downloadable scripts and templates.

✅ Module 6: Delivering the Financial Plan

This Module will cover the Financial Planning meeting and how to create a ‘joined up’ experience for clients - so clients stay engaged in the Financial Planning process so that they take ownership of the plan ….and then take action. 

More importantly, done properly, you’ll see why this is where the incredible value you can add becomes really obvious to your clients. They will see that your service is really about their LIFE, not just their money!

👉 IMPORTANT: If you use any form of Lifetime Cashflow Modelling or Financial Planning Software, you need this Module. I was an early adopter of Cashflow Modelling software in 1990, and used it with every client, every time. It helped pay for my yacht! 😉

Since then, I have helped thousands of Advisors use their chosen software to knock their clients' socks off with PROPER financial planning.

I’ll show you how to get the best results out of your software and get an incredible return on your software licence fees!

✅ Module 7: Segmenting Clients

FACT: most Advisors are just busy fools. They have too many clients they can’t really afford to look after. 

In this Module, I'll cover the importance of segmenting clients so that you can focus your resources on the clients that you can help the most and in turn who will make you the most money. 

I’ll show you how to elegantly ‘disengage’ from the clients that you no longer wish to look after or are just never going to be profitable clients. I’ll show you how to do this gracefully, WITHOUT upsetting them, without FIRING them, without suffering any clawbacks or risking being sued. It can be done. 

This Module will save you loads of time that you might currently waste by having too many unprofitable clients. It’s not complicated. You just need to know the simple steps to take - so you can get your life back.

✅ Module 8: How to Get MORE of the RIGHT clients!

The secret to financial success in Financial Planning is having MORE of the RIGHT clients.

Not just so you make more money, but more importantly, so you create great systems and processes and end up with a peaceful life! You see, if you've got more of the RIGHT clients, you can then make sure you have LESS of the wrong clients! 

So, in this Module, I’ll share numerous PROVEN and PROACTIVE ways of getting more of the RIGHT clients. Again, it’s not complicated. You just need to know what to say, and how to say it. 

I’ll show you how to be a magnet to the type of clients you want, whilst gracefully repelling the ones you don’t want.

I’ll be covering referral scripts that work, prospecting techniques, and the use of social media, I’ll give you proven pre-approach letters and other marketing ideas. And, I’ll also share some of my secret marketing weapons, that are responsible for me having a million-pound yacht and being able to semi-retire at 45 to enjoy sailing it!

I’ll also show you how to use the member only version of my book, ‘ENOUGH?’  to easily get more of the RIGHT clients. It's designed to sell your service for you, so you don't have to try too hard.

This Module alone is worth hundreds of thousands to you in extra revenue if you put these simple ideas into action.

✅ Module 9: Annual Client Meeting Process

This module will cover the ongoing service proposition to clients, and what needs to happen at the 'Annual Forward Planning Meeting’. (Note I don’t say ‘Review Meeting’ that’s what other Advisors do. But that's NOT what you do when you are an Inspiring Adviser!  We deliver PLANNING. And planning is all about looking forward, not backward). 

It's about communicating a consistent message, year in and year out. That's how clients will trust you more and more, year after year, as your consistent ongoing service really helps them to get what they want out of life. 

This Module will show you how to really earn your ongoing fees and why clients will be more than happy for you to be paid well regardless of what happens to the value of their investments. 

This Module will also prove to you WHY and HOW you can keep the investment piece - and any financial products - as simple, painless and risk-free as possible.

This means you can take the focus OFF investments, performance and charges, you can STOP being a busy fool and you can get a quiet life - with real peace of mind for you AND your staff.

✅ Module 10: Business Processes

In this Module, we'll be looking at refining your systems and processes, including your all-important back office support systems, so that everyone becomes efficient and Planners spend more time with clients. We'll also look at the important role para-planners play and what to look for when you are looking to employ a para-planner. There’s also some added bonus material from Michelle Hoskin of Standards International. Michelle is a renowned systems and processes expert and she shows how to get your back office absolutely nailed once and for all.

✅ BONUS MODULE: Advisor Case Studies  

In this bonus module, I interview successful members of Inspiring advisers who also share their experiences, ideas, tips and techniques. They also share the mistakes they’ve made so you don’t have to make those same mistakes. 

You can also learn loads from members in the member-only webinar recordings.

So, remember, with Inspiring Advisers, you’re not just learning from me, but also other successful advisors at various stages of their Lifestyle Financial Planning journey. You are not alone!

✅ BONUS MODULE: Client Case Studies  

In this bonus module, we’re going to look at some inspiring Case Studies of real clients…….whose lives were changed because they came to benefit from Lifestyle Financial Planning. These stories will inspire you to see what’s possible. And you’ll start to see possibilities everywhere, and you'll easily identify countless PERFECT clients who you KNOW you will be able to help with your new service offering.

Plus LOTS MORE!

✅ Free membership of 'Inspiring Advisers and its incredible community

✅ Video Interviews with successful Planners who also share their secrets of financial planning success

✅ Big discounts off useful tools that help you deliver Lifestyle Financial Planning.

✅ Access to the 'Members Only, Advisor Marketing Version' of my book ENOUGH? How Much Money Do You Need For The Rest of Your Life? Members tell me that this book is ‘The best financial planning marketing tool, ever.’ And, as a member, you can access bulk supplies of this book when you are ready. Just give it to clients, prospects and professional introducers and it will sell your service for you. It works like magic. (Inspiring Advisers member, Derek, from Dublin, tells me that this member-only book is directly responsible for over €1,000,000 of new revenues in just a few years.)

✅ There's also a co-branded version of this book with your logo, your contact details throughout and the best bit... you get to write the foreword! (Strictly members only.) 

✅ Access to other tools that help you communicate, demonstrate and EVIDENCE the value you deliver.

✅ Access to Member Only Workshops and Live Webinars

✅ Special Invite to my ‘unsponsored’ ‘BACK2Y - The Lifestyle Financial Planning Conference’ - now a members-only event.

✅ And lot's more!

So what is the investment?

Full membership of Inspiring Advisers and the Online Coaching Programme is normally a one-off payment of just £2,497 (or your currency equivalent.)

But, using the button below you can check it out for yourself and get a NO RISK 30-DAY TRIAL of Inspiring Advisers and the Online Coaching Programme for just £97 per month (£3.23 per day). There's no lock-in period. You can cancel anytime. 

And don’t forget my 30 day money back guarantee - if you're not delighted I don't want your money.

Now it's time to choose if you want in or not.