Transformational Financial Planning 2019 | Chartered Institute for Securities & Investment (CISI) | 27 February 2019 | Hilton, Timbold Dr, Kents Hill, Milton Keynes MK7 6HL, United Kingdom

The 4-Step Journey That Transforms Businesses and Explodes Industry Myths

(Why Much of This Profession’s Traditions & Myths Are Strangling Its Future and Holding You Hostage. And How You Can Create a Transformational, Life-Enhancing Business by Blasting Through Them)

Aim of The Workshop
To help Advisers think radically differently about their role. And what happens to revenue, fulfilment and enjoyment when that revolutionary thinking is put into action

Audience
Owners and decision makers within Financial Planning and Wealth Management firms

Content
· What gave birth to The Soul Millionaire Journey. And why it’s so revolutionary.
· The 4 Stages of The Soul Millionaire Journey… and why, when combined, they explode myths and transform businesses
· Why each of these 4 Stages makes your firm more referable and valuable to clients and introducers
· How to multiply what clients are willing to pay you… before each Potential-Client meeting
· How this Journey makes slick presentations and clever sales techniques irrelevant
· Why just starting on this Journey transforms lives – yours, your clients’, and those working with you
· Why this 4 Stage Journey elevates revenue, enjoyment, fulfilment, sustainability… and freedom

2019 Speaker

David Scarlett
The Soul Millionaire