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

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.

INTRODUCING

PROGRAM AVAILABILITY

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Mentored Modules
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Our Team

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.

1. EXPLORE

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.

2. SIMULATE

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.

3. DISCOVER

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.

4. PLAN

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.

5. BUILD

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.

OUR COMMITMENT

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.

YOUR COMMITMENT

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.

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

TAKE THE NEXT STEP

Ready to take the next step? Either, 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. OR, if you're ready, book your spot on our next FFP Workshop.

Nicole Jibrail

events@beyondRDR.com

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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