Do any other advisors do anything similar to Values-Based Financial Planning™? If not, why haven’t others copied it?

Article ID: 135

Last updated: 20 Nov, 2019

Not similar enough to be very effective. A few have tried. Why do you suppose you haven’t heard about them? Because nobody copies it very well. I invented it out of necessity in the 1980s when I was an advisor and over 21 years of teaching it we have refined and pretty much perfected it. More importantly, we are very good at teaching Values-Based Financial Planning™ and supporting you with the necessary coaching to successfully implement and get big results. The most successful advisors don’t waste time trying to copy or reinvent anything. They find something that works and follow the process.

« I am at the very beginning of my four year Values-Based...

Should I use a flat fee? »

Others in this category

I am confused at the annual amount to charge an existing client after a plan is put together. Going forward with new prospects, maybe it would be easier. I happen to know that my clients don’t need all subject matter experts and that is what I need to base my annual fee on going forward. Please help with that.

What is your expectation of the amount of increased revenue a Trusted Advisor should have achieved by their first Academy as part of the Ideal Life Evaluation Program?

I have conducted Financial Road Maps with a few clients approximately 1 year ago. I did NOT ask them to join my Ideal Client Community at the time as I did not feel they could afford my Predictable Minimum Annual Recurring Revenue and / or they did not have enough assets. They are currently survival clients. I would like to ask them to come in again to update their Financial Road Maps and at the same time ask them to join our ideal client community as I have more clarity around their income and feel they could now pay my Predictable Minimum Annual Recurring Revenue. How would you suggest I conduct this second meeting? For example, should I ask them to bring in all their documents again, update their Financial Road Maps, and go through commitment to hire outlining exactly what they get and what it costs to join the ideal client community and see where it goes?

What is the process or exact instructions on submitting a recording to Bill for his review and give feedback?

What process can be put in place to organize the Values-Based Quality of Life™ Newsletters so they are sorted and distributed with a flow that avoids duplication of the same Newsletter to the same prospect and also prevents wasting unused Newsletters in a given month?

» More articles