High-tech meets high-touch with our ready-to-use, customizable agendas, checklists, workflow templates, annual review samples and much more.
Be a one-stop-shop for your clients! The very nature of our planning process gives you the confidence you need to capture a prospects trust & turn them into a client that stays.
Say goodbye to ad-hoc planning! Our system will quickly feel like second nature to you as it remedies your biggest dilemma: trying to expand a practice & doing it profitably.
Our templates are focused on the logistics of an advisor practice and aren't specific to any country's laws or regulations.
You want a system in place that assures the gold-standard of care for current clients, but also leads to prospective clients approaching you. You will no longer have to resort to “ask-and-beg” or “hope-and-pray” referral marketing. When clients have amazing experiences, they tend to tell people about it. Our system assures that you will deliver such a unique client experience that it will be shared.
"I’ve looked at and been through almost every major coaching program out there and this one starts you where everyone else drops you off. This delivers a true client experience that drives referrals, helps your get introductions and really provides a unique experience to help you build your business."
"There are lots of financial advisors that make over a million dollars a year BUT lots of times they keep their secrets to themselves, they don’t want to share their secrets. But, John does…that’s what makes him so influential. "
"If you all remember the scene from 'When Harry Met Sally'... at the end of it, the famous quote is, “I want what she’s having,”. I first met John Enright in 2006 and I heard him speak at a company planning forum. I’ve kind of been saying that [quote] since then, when I look at his practice and the type of advisor that he is."
Feeling overwhelmed? Not sure which path to take? Regardless if you're a veteran planner or you're just starting you, you can grow your practice without confusion.
Our FREE training includes:
1) 3 training videos that will teach the main concepts of your ultimate business plan.
2) A powerful one-page business plan template.
3) Access to our VIP Facebook group so you can ask questions from fellow advisors who are interested in your success.
You're in good hands with financial advisor and business coach Michael Palumbos. Mike won the PlanPlus Global Financial Planning Competition for the Americas division in 2019.
Join our email list to be the first to hear when we open membership twice a year!
And, as our way of welcoming you, we're giving away our 5 page Objection Handling Script!