60-Day free Email Course
An empathy-based training program to make your
financial planning service matter
Do you want to thrive?
We believe in the future of financial planning:
Business Book Strategies
Enhance your emotional intelligence by learning from the best business books out there. We offer summaries, actionable insights and science-based strategies and tactics. Tailored to you as a financial planner and the financial planning process.
Financial Planning Marketing
Marketing doesn't have to be shouting, scamming and being manipulative. By learning techniques proven to work in the modern world, you can do marketing you're proud of ... because it's ethical, generous and effective.
Interactive Financial Planning
Crafting a financial plan takes time .... a whole lot of time. That's why we believe you need to try something different - a new and proven approach to the financial planning process, so that you'll save about 70% of your time.