The DEATH of Financial Planning!

The reign of the traditional “Financial Planner” is over!  Industry insiders warn that an up-and-coming advisor model is acquiring new clients “with ease” in a stealth-like fashion—and clients are happily paying for the financial planning advice.  Industry insiders call it “the next billion dollar industry.” Financial industry coaches state, “It’s like a Robo-Advisor on Steroids!”—and it’s only available to financial planners in Canada.

Recently I spoke with Krystian Urbanski, Senior Vice-President, Business Development, of Forstrong Global, and shared some of the cool things I’ve been doing at my fee-based financial planning firm.

These actions allowed me to DOUBLE my revenues from the previous year to seven-figures.

He asked me how I did it. My answer? “I made sure I didn’t do any traditional financial planning for clients.”

Kris asked if I would share my story with his clients – other financial advisors. The result is this… a free LIVE webinar highlighting why I feel that traditional financial planning will be the death of the financial planner.

In this webinar, you’ll learn the latest approach to comprehensive financial planning that has allowed me to DOUBLE my firm’s revenue in 12 months and why I feel that CRM2, in conjunction with traditional financial planning, will move independent financial advisors one step closer to bankruptcy.

Join me and other financial advisors LIVE on Tuesday, October 13th, 2015 at 11:00 a.m. EDT, at this one-time event, hosted by Forstrong Global. Learn more about “The DEATH of Financial Planning.”

Don’t miss out—click here to register for this one-day-only event.

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See you at the webinar and make sure to say “Hi” to us in the Chat.


P.S.  Just in case you needed any more encouragement, I told Krystian that I would only be comfortable revealing my secrets ONCE as I would prefer not to totally give up my competitive advantage.

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