As a new financial advisor, the Planning Made Simple system and study groups have been invaluable tools for me. Planning Made Simple equipped me with the system to build my book of business with my ideal clients, refine my planning process, and prioritize my time.
Planning Made Simple and Simplicitree have made it much easier to discuss advanced retirement planning techniques with clients. I have the ability to quickly stress-test investment strategies (Annuities, Bonds, Dividend Income, etc) Really loving the cooperation between Advisors at the study groups.
Insurance & Annuities
As the old dog who's been in the business for 40 years, this group has revitalized my business and allowed me to own my time. If I had this system when I started my practice, I wouldn't need to write this quote.
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*By completing this course and your 1-on-1 coaching call, a refund is no longer available*