AVAILABLE NOW
The Financial Advisor's Guide to REAL Success
by Paul Armson - all proceeds to charity
The Financial Advisor's Guide to REAL Success in 2023
by Paul Armson
All proceeds to charity
"A quick and inspiring read that could seriously change your life!"
In a World of Busy Fools, This Book is About Doing Things Differently...
Testimonial from Iain Wishart CFP and Chartered Financial Planner
"I was a busy IFA doing a good job for people. Or at least that's what I thought! But I wasn't really making any money. Then I found Paul, who taught me his 'Inspiring Advisers' methodology. This changed everything for me - from just being a busy transactional IFA to a proper lifestyle financial planner delivering much more value to my clients. This drastically increased my profits year after year. It also allowed me to take at least 3 months off each year. Quite simply, Paul stopped me from being a busy fool! I was recently able to retire at 56 after successfully selling my one-adviser practice for a high multiple due to the 'sticky' nature of our fee income - all thanks to Paul's training. I highly recommend it."
It’s about getting a better life.
Available as immediate download or as paperback
PROOF THIS WORKS...
Iain Wishart CFP and Chartered Financial Planner
"I was a busy IFA doing a good job for people. Or at least that's what I thought! But I wasn't really making any money. Then I found Paul, who taught me his 'Inspiring Advisers' methodology. This changed everything for me - from just being a busy transactional IFA to a proper lifestyle financial planner delivering much more value to my clients. This drastically increased my profits year after year. It also allowed me to take at least 3 months off each year. Quite simply, Paul stopped me from being a busy fool! I was recently able to retire at 56 after successfully selling my one-adviser practice for a high multiple due to the 'sticky' nature of our fee income - all thanks to Paul's training. I highly recommend it."
In a World of Busy Fools, This Book is About Doing Things Differently...
It’s about getting a better life.
Available as immediate download or as paperback
Recommended reading for advisors anywhere in the world.
ABOUT THE AUTHOR
ABOUT THE AUTHOR
For the last 15 years, Paul has been helping other Financial Advisors successfully transition to a highly profitable Lifestyle Financial Planning model. He's well qualified to do so, having delivered this valuable service to clients since he first conceived the idea in the early Nineties, eventually semi-retiring at the age of 45 to start sailing his yacht Spellbound around the world.
It was whilst crossing the Atlantic, with a client onboard, that his journey into helping other Advisors deliver Lifestyle Financial Planning began. The client, whom Paul had helped to retire years early, asked: “Why don't all Advisors do this? Why don't all Financial Advisors deliver Lifestyle Financial Planning?”
This simple, but intoxicating question, helped by the clear ocean air, inspired Paul to share his ideas to help Advisors across the UK - and more recently throughout the world - deliver a 'joined up' Lifestyle Financial Planning service to their clients.
For the last 15 years, Paul has been helping other Financial Advisors successfully transition to a highly profitable Lifestyle Financial Planning model. He's well qualified to do so, having delivered this valuable service to clients since he first conceived the idea in the early Nineties, eventually semi-retiring at the age of 45 to start sailing his yacht Spellbound around the world.
It was whilst crossing the Atlantic, with a client onboard, that his journey into helping other Advisors deliver Lifestyle Financial Planning began. The client, whom Paul had helped to retire years early, asked: “Why don't all Advisors do this? Why don't all Financial Advisors deliver Lifestyle Financial Planning?”
This simple, but intoxicating question, helped by the clear ocean air, inspired Paul to share his ideas to help Advisors across the UK - and more recently throughout the world - deliver a 'joined up' Lifestyle Financial Planning service to their clients.
In this book, Paul shares how any advisor can reclaim their life by changing the focus of their service.
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