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Values-Based Financial Planning: The Art of Creating an Inspiring Financial Strategy
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Mastery Series™ 1
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To order the M1, please contact your assigned ACC at 858-558-3200. The M1 is not available for purchase through our website.
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Mastery Series™ 2
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To order the M2, please contact your assigned ACC at 858-558-3200. The M2 is not available for purchase through our website.
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Mastery Series™ 3
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(M3) contains the prerequisite materials that are required to begin your leadership journey as an independent Trusted Advisor who is building and maintaining a VBFP practice with a well-qualified and highly professional Deliverables Team.
M1 is a prerequisite for M3. To order the M3, please contact your assigned ACC at 858-558-3200. The M3 is not available for purchase through our website. |
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Leadership Series™ 1
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Leadership Series™ 1 contains the prerequisite materials that are required to begin your journey as a leader of other Advisors and as a person vested with the responsibility to attract, lead and retain well-qualified and highly professional Advisors and, potentially, members of the Deliverables Team.
To order the L1, please contact your assigned ACC at 858-558-3200. The L1 is not available for purchase through our website. |
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Financial Road Map®
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The new Financial Road Map® features a new, more sophisticated design with more space for capturing your Clients responses and the elimination of some unnecessary fields. It was designed based upon your feedback, and we thank you for your contributions to its improvement.
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While supplies last, the old Financial Road Map® can be acquired at preferred pricing levels. |
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Success Road Map®
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The new Success Road Map® features a new, more sophisticated design with more space for capturing your Clients responses and the inclusion of some recommended fields. It was designed based upon your feedback, and we thank you for your contributions to its improvement.
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While supplies last, the old Success Road Map® can be acquired at preferred pricing levels. |
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Goals "Shield" Labels
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Goals “Shield” Labels allow you to add Goals to your Clients’ Financial Road Map® (or employees’ Success Road Map®) while maintaining the professional appearance of the document. |
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Quality of Life Enhancer™ Worksheet
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The new Quality of Life Enhancer™ Worksheet features a new, more sophisticated design with more space for capturing your Clients responses and the inclusion of some recommended fields. It was designed based upon your feedback, and we thank you for your contributions to its improvement.
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While supplies last, the old Quality of Life Enhancer™ Worksheet can be acquired at preferred pricing levels. |
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High-Trust Leadership: A Proven System for Developing an Organization of High-Performance Financial Professionals
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It’s All About Them: How Trusted Advisors Listen for Success
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Excuses Don't Count...Results Rule
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"You know that feeling when you're on a roll? When things are really
clicking and everything is going exactly the way you want it to go? Wouldn't
it be great to have that feeling more often?"
Through this book, you will learn how to hit your personal and professional
goals with absolute certainty. You will discover how to enhance your
overall quality of life by having a proven framework and easily
implementable system for achieving your goals in the time-frame you want it.
You'll discover how to focus on your highest payoff actives that produce the
biggest results in the shortest amount of time so that you can experience
that feeling of true and total success and a fantastic quality of life.
You have the power to change your own destiny - so take the first step
toward the future you deserve and live your dreams. Order your copies
today. |
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Academy 1
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By invitation only. For additional information, please contact your Accountability Coach at (800) 347-3707. |
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Way of Being™ Workshop
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By invitation only. For additional information, please contact your Accountability Coach at (800) 347-3707 |
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Academy 2
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By invitation only. For additional information, please contact your Accountability Coach at (800) 347-3707. |
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VBFP Office Workshop
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By invitation only. For additional information, please contact your Accountability Coach at (800) 347-3707. |
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Being Done™ Study Group
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By invitation only. For additional information, please contact your Accountability Coach at (800) 347-3707. |
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BDSG Recordings
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Recordings of BDSG Teleconferences (available only to current BDSG participants). For additional information, please contact your Accountability Coach at (800) 347-3707.
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Trusted Advisor Recordings Program™ (TARP)
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The most intensive content coaching program we offer, with personally coached recordings. |
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TARP 1 (for graduates of Academy 1) |
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TARP 2 (for graduates of Academies 1 and 2) |
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By invitation only. For additional information, please contact your Accountability Coach at (800) 347-3707. |
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Accountability Coaching
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The most important people in your life are those who are willing to hold you accountable for honoring your commitments. For additional information, please contact your Accountability Coach at (800) 347-3707.
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Content Coaching Webinar Subscription
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A one-year Content Coaching Webinar subscription provides monthly access to having your “real world” content questions answered in a timely manner and between Academies. Ownership of a Mastery Series™ 1 (or Mastery System) is a prerequisite for participation in Content Coaching Webinars. For additional information, please contact your Accountability Coach at (800) 347-3707.
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Content Coaching Webinar Subscription Recordings
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Media assets of CCW Webinars (available only to current CCW participants). For additional information, please contact your Accountability Coach at (800) 347-3707.
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