FREE FINANCIAL ADVISOR BUSINESS PLAN TRAINING

You'll Get:

-3 videos with an award-winning trainer
-A powerful one-page business plan template
-Several bonuses, including VIP access to our private Facebook group

Your instructor for this training is the 2019 PlanPlus Global Financial Planning Award - America's Division Winner.

90% of financial advisors don't have a defined core customer, which makes capturing the right prospect next to impossible

This training and the one-page business plan are designed to help you take your practice to the next level by laying out the foundational pieces of your business to convert more clients & keep them for life.

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"These guys give you the tools you can't get from anyone else. My broker-dealer is really good at showing you how to open and close a sale, but they don't do anything for us in the middle. John & Mike are GREAT. Call them up - they're here for you. I think that's what every advisor wants - someone to answer the questions they have that no one else seems to be able to"."

Garrett Harper
Private Wealth Advisor - Lawrence, KS

"To give you actual evidence, I’ve already exceeded by 50 percent the amount of money I brought in fees from last year to this year alone."

Kevin Best
CFP, AEP, MS - New York