With the RDR, TCF and the need to move to fee based recurring income model... |
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How do you do it? How do you position, promote and get well paid for delivering an outstanding RDR friendly, client focused financial planning service? How do you add real client value? More importantly, how do you offer a consistent, recurring service to get clients to keep paying you good money, year after year after year? Simple! Provide a service that is focused on what your client actually wants! We can show you how. We’ve been helping advisers move to a fee-based lifestyle financial planning model for over 25 years. When you are equipped with the right tools, the right words and the right mindset it can be as easy as A B C. Yours for the Taking - A Proven, Deliverable, Duplicatable Way To Succeed... All over the Country, forward thinking advisers are enjoying getting back to basics by adopting an easy to deliver, client focused, Lifestyle Financial Planning Service. They’ve remembered that their first and most important job is to help clients identify, achieve and maintain their desired lifestyle. And the best thing is, they’re having fun doing it! They’re finding that when you provide this service you can charge more for providing advice that clients actually appreciate. A service focused on your client – not their money! The best way to create trust is to deliver a service focused on your client – not their money! However, the natural result of providing this service is you do more business and easily increase your funds under management – but for all the right reasons. “Helped to clarify our client value proposition and differentiate
from 99% of other Financial Advisers.”
If you’d like to find out how to succeed in today’s market then book yourself a seat at one of our Seminars. You’ll see how the right mindset and a piece of software can make it easy to provide a recurring repeatable, duplicatable and dependable service that you will be proud of and your clients will love.
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These seminars will show you a simple, step by step process which can help any adviser worth their salt deliver a genuine financial planning service that clients love - in return for being extremely well paid. We’ll show you…
Plus lots more… In the time available you’ll learn how to improve and re-position your service - including ideas on what to say and how to say it - and what to do and how to do it. In a nutshell you’ll learn how to double, treble or even quadruple your turnover without working any harder. “I've been in Financial Services since 1974. In recent years I’ve been searching for a major differentiator. This is it! Who should attend? Who’s behind it? Who’s presenting it? What’s in it for the Sponsors? What does In it cost? It normally costs a substantial sum to book Paul for a full day workshop. However because of the Sponsor’s involvement each seat costs £46 including vat. I’m sure you’ll agree that this is a small price to pay for the ideas and practical help you will receive on the day. However it comes with the underlying guarantee that if you don’t think the day was worth the money we’ll happily refund you, no questions asked. “This is exactly what was missing from my business plan.” “This fills a gap in my business and gives me an edge over any competition.”
It’s easy to book, just fill in our ONLINE BOOKING FORM – and we’ll make sure you’ll get a space on one of the most constructive, helpful and useful seminars around. This can also form part of your Continuous Professional Development. No need to send any money now. As soon as we receive your booking, we’ll send you an invoice with confirmation and full details of the venue.
I look forward to seeing you.
PS. Don’t forget, because we’re confident you’ll get great value out of the day we’re happy to provide you with a money back guarantee - if you don’t think the day was worth the money, we’ll happily refund you. No questions asked.
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www.truthsoftware.co.uk |
