Are you ready to start providing true value to your clients? Do you see that the writing is already on the wall for the financial planning industry? Have you always wanted to be able to provide a Life Plan for your clients before you begin to develop their Financial Plan? If you answered yes to any (or all) of these questions, you may be ready to join the Financial Planet revolution.
Fee-Only is the future of financial planning
Join the revolution
Are you ready to start providing true value to your clients?
There is a growing movement within our industry to fee-only financial planning. There are many benefits to adopting the fee-only model, but the most important reason to consider making the change is that it is sustainable. There will always be a demand for professional, unbiased advice and guidance for wealth creation and preservation. When you work as a fee-only financial planner, you will also be immune to the constantly changing policies and legislations that surround product sellers. You no longer have to meet predetermined sales quotas that inevitably put pressure on your integrity.
If you answered yes to any of these questions
You may be ready to join the Financial Planet revolution
Becoming a successful fee-only financial planner requires coaching. You will need knowledge and tools that are not provided to CFPs in the conventional model. Financial Planet was created by veteran financial planner Kevin O’Brien, a long-time and outspoken advocate for change within the industry. Kevin goes beyond implementing the fee-only approach. Kevin has earned his Registered Life Planner® designation from the Kinder Institute of Life Planning. His life experience and over 30 years in the industry has informed the Financial Planet approach to financial planning for Canadians.