I see a community of 150 international 'lifestyle financial planners' sharing the journey together and going deep into what it takes to help their clients achieve meaningful lives.
Once we're on the way, I can endorse the community as a safe place for the public to come for a truly valuable experience. The public needs to better understand what the industry is up to, who's who, and where they can find the right kind of financial professional.
A Financial Caddie®
To get there, we need the right financial planners, with the right mindset, the right skills and the commitment to do what needs to be done.
👍 You're frustrated with the traditional financial services industry. You're unfulfilled with distributing products. That isn't what financial planning is, and it's not why you're doing this.
👍 You want to make a real difference in your clients' lives, and experience and enjoy meaningful moments with them. It's about lives, theirs and yours, not the money.
👍 You want to get paid for planning and coaching and you're ready to commit to investing time and energy in yourself to do it.
✔ We are a bunch of independently minded, committed individuals who want to share the journey together with like-minded people.
✔ We want to create a safe place to go deeper into challenging and vulnerable conversations, without the financial services industry bullshit.
✔ We don't fit in the traditional industry. It's draining and uncomfortable for us there.
✔ We run online and offline events, coaching and mentorship programs all designed to help you become a better planner and master coaching conversations.
✔ There are no financial products, no investment fund presentations and no industry sponsorships. You won't find that here.
You must be a client-facing financial planner or a para-planner to join.
👍 I'll invite you to an Orientation call and show you around the community website so you can find everything.
👍 You'll have a 3 week guest pass, and complimentary access to:
The Evolution of Financial Planning program.
The Future Financial Planner scorecard.
Our weekly 'live' community Q&A Zoom calls.
Find and chat to community members.