Successfully build your PFP Services Practice
with 1-1 Training
or Coaching
Who Are You
You have experience and qualifications, Cashflow software and the financial solution products
You want to be different and make a real difference
You don't want to be distracted by commission targets but win your sales as solution necessities
You want to serve through expertise and support
You want to grow your business book by demonstrative advice and strategic solutions
You want every client to be profitable
You want to confidently combine Cashflow software with your financial planning knowledge
You want a great Value Proposition showing what you can really do for clients
You want to deliver Financial Planning strategies and Product Solutions efficiently
You want to win new clients for a Professional Financial Planning Service
You want to learn to improve and are prepared to work for it
You have thought about transitioning this way and you’ve read the books, researched online, subscribed to courses and maybe tried to implement the various elements needed for this type of service but everything hasn’t quite worked out the way you wanted.
There is another way- a way that allows you to present your worth to prospects and clients for a fee that can be a no-brainer win-win for you both. A justifiable fee that is totally relatable to the enormous value you offer- if only you knew how to create that offer, price that offer, make that offer, and deliver that offer. What you are looking for here is your Value Proposition that reflects your real worth.
PFP Coaching shows you how to create your Value Proposition.
After that, you may be wondering how you would offer your Value Proposition successfully to your audience, to your prospects, even to your clients.
PFP Coaching helps you frame your messaging, present your Proposition, and hold your enrolment conversations.
Then you will need a framework to do your Financial Planning efficiently for each client type with totally different circumstances and desires bringing about the headache of what and how much needs to be done for each; how to go about it, how much time and effort to give, how to display your results and value, and when to stop.
What you need here is a system structured with processes to cover every aspect from On boarding to Planning to Plan Delivery to Product Solution Implementation to Repeat Planning for every type of client, appropriate to their financial complexity, and appropriate to their corresponding fee. It’s your PFP System for Professional Financial Planning Servicing.
PFP Coaching helps you create your PFP System to improve every client’s Financial and Personal wellbeing while showing you how to integrate the power of Cashflow Software to agree, report and deliver those solutions with your clients.
To make this transition to a Professional Financial Planning Service or add this service as a separate entity of your business, a number of things must be in place, a number of skills may need to be advanced or refined. That is why I designed my PFP Coaching 5-week Training Course plus 1 week of 1-1 Progress Coaching to cover everything you need. The course is structured to include ideas, initiatives, and insights to connect with those ideal clients that you want to work with, plus the resources, material and formulas to apply at each stage of engagement.
If you want to set up a Professional Financial Planning Service from the beginning, you will want to take the ‘PFP Service System’ Training Course.
If you already have a full Financial Planning Service integrating Cashflow Modelling but want to improve or initiate certain aspects as described above, then the ‘PFP Service Progress’ Coaching Programme for a period will suit you best.
In either case, simply call me or contact me to have a chat about what’s best for you, how much it will cost and what results you can expect.