Yes? WE CAN HELP!!
As Financial Advisors, we have been charging clients for 10 years and would NEVER go back to the old way.
We’ve cracked the code and now (in addition to running our practice) we teach others advisors how to do the same so they don’t have to make the same mistakes we did.
Join Us: Monday, February 26th at 12pm ET for a Financial Planning Mastermind a 30-minute deep dive into how our “FMO” business model is a triple win (for you, your clients, & your family) and how it has cured all of our business headaches!
You are doing financial planning but you are not charging (working for hope) for it (or undercharging for it)
You’ve built a book of clients (the traditional/hard way) and you can’t imagine charging for what you once “gave away for free.”
Your sales process is too long and getting ghosted by prospects is not uncommon
You are sick of the countless hours of unpaid service work
You want a proven system with proven language that works & can be replicated
I will be there on February 26th at 12pm ET!
We are advisors in the trenches like you. We meet with clients everyday (but Fridays) and everything we teach we use ourselves in the field.
We’ve taught over 500 advisors our “FMO Business Model” & we are blown away by the results of our Financial Planning School graduates.
This business model solved so many of the problems we were experiencing with the traditional advising model. And now:
Spend 30 minutes with us on Monday, February 26th at 12pm ET
Great question! Here is what are clients are saying:
Click this video to hear what advisors like you are saying about the impact of adopting the “FMO Business Model.”
Monday February 26th at 12pm ET for a Financial Planning Panel Discussion.
A 30-minute deep dive into how we shifted and how we help advisors across the country do the same while keeping the business manageable.