$149.00 USD

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3x Your Average Client Value by Breaking Free From Financial Advisor Referrals

Investment Mastery for Estate Planners: Understanding Client Psychology & Expectations

In this course, learn how to become a hero to your clients by protecting their investments against market risk AND teaching them how to properly use investments to support their dream lifestyle.

In five modules, you will learn:

  • The myths that wall street is teaching your clients
  • The difference between diversification and managing risk
  • How to prepare your clients for multiple different scenarios and 'black swans'
  • How to communicate with your clients about investments without feeling 'salesy'
  • How to create a financial plan your clients will understand and appreciate

You'll also receive two bonus items:

  • BONUS 1: Full transcript of the entire course! Put this into Chat-GPT to summarize, take notes, and/or highlight important points for your firm.
  • BONUS 2: Free 30-minute coaching session with industry expert Greg DuPont. Discuss your professional goals and receive a concrete action plan to get started. 
  • BONUS 3: Complimentary copy of our print newsletter (normally only available to our coaching members)

Get started with the course today and become a hero to your clients tomorrow.