Financial Planning Courses

Course One: Financial Planning Program

Learn to fully integrate financial planning in your practice to increase revenues and achieve better financial results for your clients.

  • Charge appropriate fees
  • Streamline your systems
  • Improved client outcomes
Registration for our next planning program is open.
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Course One FAQs

How long is the program?

It takes 6 weeks to go through the content. You’ll work through the content at the same time as your group of advisors. This increases success substantially.

What’s a typical timeline of implementing the program?

Some advisors land new clients before the program is even completed. Many advisors find that they already have clients that would fit a more consulting type relationship so they don’t have to prospect to gain their first few planning clients. For you to have everything in place to shift your business to focus on planning it can take up to 3-6 months.

How is the program delivered?

– Professional videos
– In-depth workbook
– Weekly live Q&A sessions via Zoom
– Group messaging via Slack
– On-going support after the program is over

What if I have questions after the program?

The Elite Advisor Network is where you’ll find other advisors working towards the same goals you are. If you’re looking for a community of other driven, generous professionals then EAN would be a great fit for you. We will share details on how to apply to join EAN during the Planning Program.

Does this program come with a guarantee?

Yes. We guarantee that after completing the program and the items on the checklists we provide that you will either begin charging for advice or increase the fee you charge for your advice. If you do not land 1 of your first five potential clients then we will refund the program fee.

We do not give refunds because of life circumstances or because you didn’t think the program was what you expected. The program is outlined in significant detail on this page so you can understand our deliverables and process.

NOTE: If you do not land the first two potential clients you are required to reach out to us for additional coaching before you pitch your next three clients. 

What if I still have questions?

Send any questions you have to