FINANCIAL PLANNING HAS EVOLVED

Have you?

STAGE 1
THE BROKER

[Sellus Maximus]

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.

STAGE 2
THE INVESTMENT ADVISER

[Talkus Bollockus]

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.

STAGE 3
THE FINANCIAL PLANNER

[Technicus Cleverus]

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.

STAGE 4
THE LIFESTYLE FINANCIAL PLANNER

[Collaborationus Relationus]

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.

PROGRAM AVAILABILITY

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Mentored Modules
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Our Team

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.

Alwyn Smit

Rosebank Wealth
I first met Brian in 2012 when he introduced PPS to the concepts he teaches. PPS has taken massive strides in the last five years and we are now delivering an experience that our members willingly pay for. It’s fundamentally changed what we stand for as a business.

Nico Coetzee

PPS Financial Planning
We engaged Brian in July 2016. Our revenue and profits have increased, which is great, but we're now having deeper conversations with clients, which is more rewarding for us and them, and personally, I feel totally re-energised by what we're doing. Brian's insights and experience constantly help us to see things differently, and we love it. Game-changer!

Keith McDonald

Wealth Planners Ltd

NOT QUITE READY?

Not quite ready to take the next step? Send us your details and we'll send you the brochure with all the nitty gritty details including information for the Future Financial Planner Workshop, an introduction to the S4A program.

Broker [Sellus Maximus]

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.

Investment Adviser [Talkus bollockus]

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.

Financial Planner [Technicus cleverus]

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.

Lifestyle Financial Planner [Collaborationus Relationus]

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.
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