The Blueprint for Financial Success, Significance, and Satisfaction.
Allied for Success
Creating a synergy of specialists to fulfill our clients’ dreams.
Recently published by FPA Press, this book addresses the benefits, processes, and barriers to building professional relationships with allied professionals for more effective client service. Alliances with allied professionals offer financial planners amazing opportunities for growth, encouragement, and referrals, and this book will give you the tools to create them. (The advanced marketing concepts outlined in Allied for Success are not part of FAN's Coach-Training courses. Contact us for more information about professional coaching or to start a professional study group in your area. Click here for a summary of the book.)
Single book orders only: $30.00
(Currently out of stock, click here to enter The Financial Planning Association online store.)
*Contact FPA Press at (800) 322-4237 for discounts.
The Blueprint For Financial Life Planners and Coaches
Connecting your resources to what matters most.
With compelling stories and a practical “blueprint” Make Your Money Count will motivate your clients to create a plan to manage their money with fresh vision and purpose. Top financial professionals use Make Your Money Count as a gift for special clients. The cover is designed to prompt your clients to immediately see that this book is not like most "financial" books. As they read it, they'll know that your service is unlike any financial advisor they've worked with in the past. Make Your Money Count prepares your clients for a unique experience. What Matters Most walks you through the process and teaches you how to use the Blueprint to help your clients connect their resources to "what matters most". Each kit includes three blueprints. The training manual shown above is not included for the special price listed below. If you're interested in one of our financial advisor training events, include a note and we will send a free training manual for your review.
Financial Coaching Kit includes 3 Blueprints, Make Your Money Count, and What Matters Most: $59.95
(shipping and handling included)
Additional Blueprints: $9.95 each
(all orders shipped media mail, not included in price shown. Discounts available for training events and current clients.)