Personal Finance Society - FP Advance

Personal Finance Society

Hey, we’ve just been talking on the Personal Finance Society webinar about turning your business around and A 5 Point Plan For Getting Things Back On Track.

I hope you got some great ideas out of it. 

You’re here because you want the freebie. Everyone loves a freebie. (Me too!)

Remember, your value isn’t just confined to investment performance and what you’re about to download will help you see that in seconds.

This amazing tool is called The Value Added Checklist, and I designed it specifically for advisers to help them see, understand and explain the value added to their clients. 

It will help you quickly identify over 30 different places that you add value for clients, in cash, that are not investment-related.

In the current climate, the ability to help clients see and understand your value is essential. 

You want clients to be sticking to their plan right now, not selling out at the bottom of the market. And if you can help clients see and understand ALL the value you add (rather than focusing on just the investment performance), you can keep clients on track and retain the revenue they pay you. 

It’s a win/win situation.

In a minute I’m going to ask you for your email address and first name so I can send you The Value Added Checklist

I’d also love it if you joined my email list. I write the ONLY newsletter the UK’s leading financial planners read every week. I email once per week as a rule and I provide amazing content for adviser owners who want to improve their business. It’s just good idea after good idea. Some advisers have been on my newsletter list for 10 years (so it’s gotta be good, right?). 

I never sell your information to anyone else. Never ever! (But you knew that. I’m straight up and down).

Obviously, you can unsubscribe from my newsletter at any time, although I don’t think you’ll want to.

Here are a couple of links to past newsletters that you might enjoy, just to show you the quality:

Are You Fake Busy?

The Third Leg Of The Stool


Sign up to get your checklist now