Financial Planning Conversation

Advisors that place Financial Planning at the core of their service offering typically lead their peers in year over year trends, business valuation and client experience. Whether you operate a team of advisors, or go at it alone as a solo practitioner, it’s vital that you have a process in which to introduce Financial Planning to prospects and clients. This program is designed for Financial Advisors that want to excel in positioning Financial Planning but are looking for a proven process that they can adopt across their organization. Through this program, we teach the concepts and allow you to practice each section with your peers to improve your skillset. The program consists of seven modules.

1. Overview of the Financial Planning Conversation
2. Section 1 – Introduction, Agenda, Setting Expectations
3. Section 2 – Understanding and Prioritizing Clients’ Goals
4. Section 3 – Demonstrating the Financial Planning Process
5. Section 4 – Getting the Commitment to Move Forward
6. Handling Prospect Objections
7. One on One demonstration of the Financial Planning Conversation with a Coach

Modules range 1-1.5 hours in length. The price includes scripts, funneling questions, workbook and any additional follow up in-between sessions. Ongoing support can be arranged for an additional fee.

Financial Planning Conversation Development Program – $1000

“Our team was really struggling with how best to run financial planning meetings.  We didn’t have a consistent process that showed new clients how they could benefit from a Financial Plan and we were ending up with more non-planning clients than we wanted.  The team at What’s Next was able to show us how to structure these meetings and got everybody on the same page.  We have already started to see results and are engaging more new clients in the financial planning process.  We highly recommend the financial planning conversation guidance that we got from What’s Next!”

-Financial Advisor, California


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