Future Financial Planner


As financial planning evolves, the future financial planner looks very different.

These webinars are a pre-cursor to The Stage 4 Accelerator. They are designed to bring you up to speed with where we’ve come from, where we are, and where we’re going. It’s designed to be interactive, practical and if you’re forward-thinking, we hope inspirational too.

You’ll come away with:

  • A solid understanding of the problems financial planners currently face
  • The chance to ask big questions and get the answers you need
  • A vision for a bright and sustainable future for quality lifestyle financial planners

We’ll also explain The Stage 4 Accelerator development program, and give attendees that wish to get involved the opportunity to join at the next available dates.

Webinar 1 – How and why I came to Lifestyle Financial Planning? [FREE]

At the core of what we do is our intrinsic why? Along the way, we can get distracted and diverted from this core motivation and we may find that our passion lessens and we experience little-to-no fulfilment in what we are doing. Financial planning has evolved over the last 40 years and many planners are conditioned with approaches and expectations that are 40 years old. What are the trade-offs you are facing for yourself and your business? Are you energised, inspired and fulfilled?

Webinar 2 – What does a Stage 4 experience look and feel like? [R150]

Creating a new client experience requires a brand new way of thinking, and a different value proposition. To help you learn how to lead your clients to the life they really want with the money they have available, you will need to learn how to deliver a lifestyle financial planning experience. We can show you a what this looks and feels like, and we can help you not only revive the passion you had – but help you get paid for the advice you give.

[We will provide you with the Stage4Experience Blueprint]

Webinar 3 – How do you implement the Stage 4 Experience? [R150]

At the end of the day, all the aspirations of delivering this new approach needs to bring about an actual change in the experience your client receives and the value your business delivers. To do this requires the effort and execution to do something differently. In this webinar, we will share the experience of two financial planners who made this commitment and ask them to tell their stories of the benefits and challenges they experienced.

Just great financial planning. How to do it, how to get paid for it, and how to build a sustainable business around it.


DATE - 18 September 2018

Time - 10:00-16:00
Venues - TBC
Cost - R1250 per delegate (EARLY BIRD) / R1495 (LATE BIRD)
Early bird booking before 24 August only


DATE - 19 September 2018

Time - 10:00-16:00
Venues - TBC
Cost - R1250 per delegate (EARLY BIRD) / R1495 (LATE BIRD)
Early bird booking before 24 August only


20 September 2018
18 October 2018

Time - 10:00-16:00
Venues - TBC
Cost - R1250 per delegate

CTN FFPW Event R1,250.00

JHB FFPW Event R1,250.00

DBN FFPW Event R1,250.00

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