Everything we do is about freedom.
Everything we do is about responsible freedom and improving human outcomes.
We do this by increasing the number, quality and sustainability of forward thinking financial planners.
FINANCIAL PLANNING HAS EVOLVED
Brokers act for the industry and sell its products for sales commissions. Advice is given away for free, conflicts of interest are high and salespeople struggle on the transaction treadmill, without creating any lasting business value.
THE INVESTMENT ADVISER
Investment advisers gather assets and believe their value is in selecting stocks or funds and talking about investment performance. It’s a crowded product sales space, with diminishing margins and threats from algorithms.
THE FINANCIAL PLANNER
The place to be for well-qualified CFPs, but selling financial plans is tough. Following the 6-step-process and writing reports takes too long, is dis-engaging for clients, and most planners still need to sell products or gather assets to get paid.
THE LIFESTYLE FINANCIAL PLANNER
Financial planning done well. It’s all about clients, their lives, and how money can help them get and keep the life they really want. Think collaboration, co-planning and coaching rather than sales or consulting. People willingly pay for this experience.
KEEP CALM SURVIVE RDR
Still feel overwhelmed by all the talk of RDR, changes in regulations and the need to transform your business into a fee-based practice? Download Brian's free e-book, pour yourself some green tea - and see how you can indeed survive RDR.
IT'S TIME TO CHANGE CONVERSATIONS
Financial advisers have never been trained to be financial planners or to run businesses. We've been trained and incentivised by the industry to sell its products. But that’s not what our clients want. They are demanding a better advice experience, and at the same time, global regulation is forcing greater transparency upon the financial services industry, shifting remuneration models from sales commissions to advisory fees.
We need to change the conversation. We need to deliver a Stage 4 experience.
WHAT IS THE
STAGE 4 ACCELERATOR?
The Stage 4 Accelerator is a 5-module mentorship program, delivered over 5 months in a live, group-based, coaching environment. The aim of the program is to train forward-thinking financial advisers how to create and deliver a lifestyle financial planning service that their clients willingly pay for.
There are a group of financial planners in the world that are the most trusted and well rewarded, emotionally and financially. It doesn't take super slick sales skills or luck, and it doesn't require them to sell their souls. It just takes focus on the five things that really matter.
Stage 4 planners understand how to build trust quickly in the first meeting, engaging in conversations that ask the right questions and enable them to position their value. If you can't articulate your value in the first meeting, it's game over.
Stage 4 planners know how to use technology to create lifetime cash flow forecasts that tell the stories of their clients lives, and help them solve real problems. Without the right planning tools, you can't have these conversations.
Stage 4 planners understand that deeper client engagement comes from collaborating with clients, and co-creating their desired lifestyle. If you can't secure client engagement, your conversations won't build the relationships you're seeking.
Stage 4 planners know that great documentation is about communicating and transferring understanding about strategy, and managing client behaviour - not writing reports or simply satisfying compliance requirements.
Stage 4 planners know that in order to have a growing and sustainable business, they need a strategy to build, price and market their value proposition. Without a strategy, you can't build your team, grow or reach sustainability.
We want you to succeed and confidently deliver an experience that your clients willingly pay for. If you attend all the program sessions and follow through with the program content, and for any reason have not generated sufficient fees to cover the cost of the program, we pledge to work with you until you have.
Attend all the sessions, support your colleagues in the group and allow yourself to be held accountable to constructive change. The program cost is R 25 000. We also offer a monthly payment option.
HEAR IT FROM OTHERS
I’d been working with Brian for 3 months and it was hard work because I was stretched to think completely differently. The breakthrough came shortly after, when a new prospect agreed to pay R17,000 for the initial planning advice, and subsequently, a retainer fee of R30,000 per year. Once you do this, there’s no going back to old ways.