In this session of the podcast, Abraham speaks to Paul Armson of InspiringAdvisers and the author of The Financial Advisor’s Survival Guide: How to Succeed and Prosper in a ‘Fee Only’ World. He is also credited for creating the Truth version of the Prestwood software.
Semi-retired at 45, these days when he’s not sailing his yacht Spellbound around the world, Paul is training and coaching advisers on how to deliver a compelling financial planning proposition to clients.
In this session, Paul shared his inspiring story about what led to transition his own advisory business into a highly profitable Lifestyle Financial Planning model as early as the Nineties.
What are the key ingredients of a proposition that resonate with clients? How do you articulate this and get clients writing the cheque?