Stop Giving
Free Advice!
The outcome
Add $30,000 in fee-for-advice clients in 6 weeks
Learn How To Price, Package, and Position Your Advice For A Fee To Entrepreneurs, Executives and High Net Worth Families.
Watch the replay on-demand.
Watch the ReplayWe'll teach you how to go...
From chasing prospects
To filling your calendar with ideal clients.
Reframed my entire outlook of my career and how I approach clients/relationships.
Tim
From giving free advice
To getting paid for ALL the work you do.
I'm already completely redesigning how I do business and who I market to. I firmly people that I will dramatically overshadow my previous total revenue with PCFO fees by the end of the year, and I'll have more fulfilling relationships with my clients.
Evan
From underestimating your worth
To commanding premium fees and collecting case studies.
Simply put, what once would have been unthinkable (charging $249/month) is now not even half my minimum fee ($625/month)...mindset changed on what was possible.
Dan
From servicing everyone with a pulse
To only working with people that energize you.
More confidence in myself in working with people and understanding my value that I provide to people and reflecting that in my price for service.
Sam
From being a financial servant
To being a sought after subject matter expert.
My mindset is radically different. My focus is on how to bring value to clients rather than sell products. That’s isn’t new, but seeing how I can bring enough value to charge a fee that allows me to earn a living is.
Jeremy
From doing it alone
To investing in yourself and learning from somebody who has actually done it.
It has given me the confidence to propose big plans and the knowledge that there is a group to back me up and offer support if I am struggling
Casey
We asked 15 of our PCFOs this question:
How do you feel like you have benefitted from our relationship?
These are their unedited answers
I sold a plan the week after signing up. The language is great and love having access to review on demand.
Micah
Accountability, growth in a number of marketing Ideas, business development, and expanded financial advisor network.
Scott
I have benefitted from the confidence you have put off in being able to help someone in a large way.
Lucas
Have built my confidence and have great networking opportunities.
Sheri
Reframed my entire outlook of my career and how I approach clients/relationships.
Tim
I started charging what I thought I was worth after working with you - but my “worth” has probably doubled since, and again - I’m not charging enough for my services. Profits, knowledge, value, and quality of my advice and confidence have grown 10 fold.
"Queen" Melissa
I see a return on investment in dollars and time invested in you. I now understand my worth as an advisor in a fee based relationship.
Ben
It has given me the confidence to propose big plans and the knowledge that there is a group to back me up and offer support if I am struggling
Casey
More confidence in myself in working with people and understanding my value that I provide to people and reflecting that in my price for service.
Sam
Um, where to begin....wouldn't be where I am today making this type of impact without you.
Robert
I'm already completely redesigning how I do business and who I market to. I firmly people that I will dramatically overshadow my previous total revenue with PCFO fees by the end of the year, and I'll have more fulfilling relationships with my clients.
Evan
Increase in confidence over financial plan offerings, ability to see/discuss what others are doing
Kelly
Simply put, what once would have been unthinkable (charging $249/month) is now not even half my minimum fee ($625/month)...mindset changed on what was possible.
Dan
My mindset is radically different. My focus is on how to bring value to clients rather than sell products. That’s isn’t new, but seeing how I can bring enough value to charge a fee that allows me to earn a living is.
Jeremy
My business is growing like I’d not thought possible in one quarter. My confidence to approach fee based is priceless. Love the out of box thinking.
Julie
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