The Lot - FP Advance

The Lot

All The Bundles

The Lot

Who’s It For?

  • Owner-Advisers
  • Practice Managers

Overview

I’m sure you’ve noticed that my stand-alone products cover the big issues that financial planning firms face as they mature and professionalise. Just take a quick look at the topics covered:

  • Business Planning and Execution Skills That Get Results
  • Understanding Your Client Base (segmentation, servicing, disengaging)
  • Packaging Your Services To Demonstrate Your Value
  • Pricing Your Service Perfectly
  • Analysing Your Financial Ratios
  • Managing Your Time Effectively
  • Creating A Killer Review Service
  • Converting New Clients (The first meeting process)
  • Marketing Strategies That Work
  • Working Effectively With Professional Connections
  • Building The Perfect Support Team

If you’ve taken a look at each of these product bundles and thought to yourself, “I want them all” then here’s the drill.

You can buy them all in one go and save yourself £1,139 when compared to buying them one bundle at a time.

What you get

When you buy all 11 bundles you get access to all the videos and downloadable documents from every single stand-alone product.

Your investment

£5939 £4,800 (which includes your VAT)

(If you’re based outside the UK and are not subject to VAT, when you click to “Buy Now” you will be able to select your country and it will automatically remove the VAT)

BUY NOW