We'll provide and coach you through our unparalleled 5-phase financial planning process that will give you the skills you want to charge HNW & business owner clients the planning fees you deserve.
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.
"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."
We only open our membership 3 times a year. In the mean time, get a feel for us and sign up for our free business plan training for financial advisors!
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!