SYSTEMS TO SCALE GROUP COACHING ALUMNI

SYSTEMS TO SCHALE GROUP COACHING ALUMNI

THE ONE VIDEO YOU NEED TO CAPITALIZE TODAY!
Creating a One-Page Financial Plan
The concept of condensing complex financial plans into a single page might initially seem counterintuitive, especially when dealing with high-net-worth and sophisticated clients. 

In this video, part of the One-Page Financial Plan Masterclass series, Matthew Jarvis and Micah Shilanski guide you through implementing the One-Page Financial Plan concept into your practice and showing you 
how it actually works.  

WHAT HAPPENS NEXT?

Most advisors we meet have confused value with volume - as a result, they create complex, lengthy financial plans with very little to do with the client and a lot of technical jargon.

Unlike traditionally complicated methods of financial planning, One-Page Financial Plans allow advisors to condense a client’s financial situation and aspirations onto a single page.

Enroll in the One-Page Plan Masterclass today to discover the transformative potential of One-Page Financial Plans in strengthening client understanding, engagement, and your advisory success.

By enrolling in the One-Page Financial Plan Masterclass, you will gain a comprehensive
set of knowledge, skills, and resources that will empower you to transform
your financial planning practice and better serve your clients. 
  • Chapter 1: One-Page Plans - The Gateway to a Multi-Million Dollar Practice
  • ​​Chapter 2: Foundations of One-Page Plans that Work!
  • Chapter 3: REAL world Financial Plans
  • ​Chapter 4: Do we need to refund your purchase or will it transform your practice?
  • ​​Chapter 5: Actually creating a One-Page Plan
  • Chapter 6: How to PRESENT a One-Page financial plan
  • Chapter 7: Converting One-Page Plan into Ongoing Value to Clients
  • Bonus: First video from the One-Page Financial Plan Webinar Series
  • ​​All of the resources to implement the One-Page Financial Plan TODAY.
This Masterclass equips you to enhance your financial planning practice,
deliver exceptional value to clients, and achieve long-term success in the financial advisory industry.
We have 3 Tenets that each Member of the Nation MUST subscribe to:
1. Deliver Massive Value. 2. Spend More Time Out of the Office with Family. 3. Build a Highly Profitable Practice. 
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