An online course for advisors who need to overcome obstacles and move the planning process forward. It is designed for financial planners, wealth advisors, exit planners, and other professionals faced with clients who are resistant to planning for the future. This course can be completed in approximately 45-minutes, and it provides specific examples of how to refine your approach when the planning process stalls. Learn what's holding your clients back, and what you can say to address it. For a limited time this course is priced at $29.95. Scroll down for more information!
The Psychology of Planning. This course consists of three chapters. If you opt to complete it in one sitting, it should take approximately 45 minutes (including the introductory and concluding materials).