How to communicate PROPER financial planning

FACT: Most advisors who claim to deliver 'financial planning' DON'T. This is your golden opportunity.  Paul will show you how to use this fact to your extreme advantage.

The Simple Sketch That Changes Lives.

Paul will share his 'special secret' with Visionworks users, a simple sketch that empowers clients and has them saying to you: "WOW! This is EXACTLY what I want! Why don't ALL financial advisors do this????!!!!" And when they say this to you, you'll have no problems pitching your fees and getting those clients!

The proven way to get MORE assets under management and MUCH BIGGER FEES (without selling or trying too hard!)​​​​​​​​​​​​​​

The 'Killer Question' that gets clients to confirm that the ONE THING they really want is what you can deliver!

How to demonstrate to your clients that your service is all about THEM more than it is their money, so they understand that you really do have their best interests at heart (and why you should therefore manage ALL of their money).

And here’s what long term Visionworks user Terry Oehler has to say:

“Paul, I’m 65 years old, I’ve been a CPA since 1979 and I feel I’ve been delivering what you call ‘Lifestyle Financial Planning’ for many years… I thought I’d seen everything! But seeing your 'Bucket presentation’ was like a lightbulb going off!

What a fabulous way to show prospects and clients what we REALLY do, how we’re different, why we are worth the fees we charge - and what a great way to give them a VISUAL that they will have in their head from Day 1, and even more important, how this will be the focus when we meet year after year… PRICELESS!"

Terry Oehler CFP, CFA, CPA. 
Assante, Canada

How to demonstrate to your clients that your service is all about THEM, more than it is their money, so they understand that you have their best interests at heart (and why you should therefore manage ALL of their money).