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About the Class

The Practice Revolution: creating lifetime clients for financial advisors.

What will you learn in this course?

  • How to build confidence
  • How to build an ideal client profile
  • Your value proposition
  • Delivering on promise
  • How to build your ideal calendar

Author

Brad Berger, CFP®, CLF®, CAP®

Master Integrative Life Coach and Holistic Life Planner
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Brad is a CERTIFIED FINANCIAL PLANNER™ Professional, author, speaker, and coach who has three decades of comprehensive financial planning, coaching, and career counseling experience. Previously, Brad served with an international financial-planning firm, starting in private practice and culminating a 17-year career as the Director of Advisor...

What's Included

Level: All levels
Duration: 8 hours 2 minutes
8 Videos
7 Documents
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