Advisor Success - The Three Killer 'BE's
A Talk by Nick Lincoln (Values to Vision Financial Planning)
About this Talk
To be a Life Centered 'Lifestyle Financial Planner' you need the KILLER BEs: BE Choosy, BE Honest, BE Consistent. Embed proper Lifestyle Financial Planning into everything you do. There is no such thing as “nearly a virgin”. You either do this 100% or not at all. This means telling clients the TRUTH about money. The result of which is YOU get a peaceful life.
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Nick urged attendees to this session to grab the opportunity to adopt Lifestyle Financial Planning as he did 10 years go with the help of Paul and the Inspiring Advisers online training programme. If you would like to find out more about successfully communicating and delivering 'Lifestyle' Financial Planning, remember there is a special Triple FREE Offer available where you can get a 30 day FREE trial of Inspiring Advisers and the Lifestyle Financial Planning '7 Step Success System' PLUS Paul's two books (The 7 Habits of Highly Successful Financial Planners' and 'Enough?') All for free.
Ticket required
Nick urged attendees to this session to grab the opportunity to adopt Lifestyle Financial Planning as he did 10 years go with the help of Paul and the Inspiring Advisers online training programme. If you would like to find out more about successfully communicating and delivering 'Lifestyle' Financial Planning, remember there is a special Triple FREE Offer available where you can get a 30 day FREE trial of Inspiring Advisers and the Lifestyle Financial Planning '7 Step Success System' PLUS Paul's two books (The 7 Habits of Highly Successful Financial Planners' and 'Enough?') All for free.
Ticket required
About The Speaker
Values to Vision Financial Planning
Nick runs a small but highly profitable lifestyle financial planning practice in the UK. He practices Life centered 'Lifestyle Financial Planning' with every client, every time. No excuses. For Nick, it is a mindset. It is “all in, all the time”, otherwise it is pointless.