I had been looking for a program to bring together the concepts and values which really make a difference in client's financial life. Once I saw this package I knew I had found it.

James O'Reilly, Raymond James

The Advisor Practice program helps me to consolidate my clients financial information and needs into one package and provides a clean, professional presentation to my client that they can understand. Nicely done gentleman!

Christopher Rainville, IPG 

Robert and Mathieu are passionate about their program and they are very willing to share any of their knowledge and experience.

Christian J-K, Raymond James

*NEW* The Performance Through Planning Program™

Together with a small group of experienced advisors, implement a 12-week turnkey business plan.

During the Program you will:

  • Develop a better understanding of your target clients
  • Launch a client referral campaign
  • Conduct a marketing campaign culminating in hosting a Life Goals Planning seminar
  • Introduce financial planning to your existing clients
  • Complete four financial plans (generating financial planning fees)
  • Learn how to implement an ongoing client review meeting system
  • Begin the transition from DSC to fee based commissions (increasing trailers)

Interactive web-training sessions walk you through all the templates and twelve, 1-week agendas show you exactly what to do to Attract, Advise, and Keep clients. Download a PDF overview of the program.

Who should participate?
This program is best suited for advisors who are looking to Attract, Advise, and Keep clients by focusing on financial planning.

When does the Program begin? What is the registration deadline?
Group #1 Jan to Mar 2011 - (Registration Full)
Group #2 will run from September to November 2012. Advisors must register by May 31, 2012 to qualify for special pricing.
Ask about our custom pricing and scheduling for branch or dealership groups of 6 or more advisors. 
 

Learn about our money-back guarantee.
 

The Performance Through Planning Program™ includes:
*Click on the links to see more detail*

 


(Regular $1,500)      Attracting Clients - Life Goals Planning Turnkey Seminar™ 
                                  (Including 50 copies of the book No Regrets)
(Regular $2,000)      Advising Clients - The Financial Planning Package™
(Regular $500)         Keeping Clients - The Client Review Kit™
(Regular $2,000)     12-week Performance Through Planning training program including:
                                            - 3, 2-hour small group web training sessions
                                            - 12, 1-week agendas 
                                            - 1 comprehensive binder containing printed copies of 
                                                      - 20 AdvisorPractice.com templates and guides 
                                                      - 8 QuickPlan™ cards
                                                      - 12 Articles of interest
                                                      - 4 Bonus templates available only to participants
                                            - 1 CD containing all the templates in electronic format                       
(Regular $6,000)

 
 

Pricing

$6,000   $4,250 CDN plus HST (shipping included)  

After your payment has been successfully processed through PayPal all the material for the course will be shipped within 5 business days.

To ensure a productive learning environment, the Program is limited to a minimum of 4 and a maximum of 12 advisors. Please note: no financial planning software is included in this package. Advisors continue to use the software they are familiar with and copy the data into the financial planning templates. Should you have any questions prior to enrolling in the Program, please feel free to send us an email at contact@advisorpractice.com or attend our next web seminar to learn more about the products and the new Performance Through Planning ProgramTM.

210 Centrum BLVD, SUITE 209, Ottawa, ON K1E3V7