Let APEG help you expand your practice to include a consistent, repeatable approach to Comprehensive Financial Planning.
Many financial professionals are expanding their service models to include fee-based comprehensive financial planning as an ADDITIONAL service to their current offerings.
APEG recognizes that one of the greatest challenges that advisors face is transitioning their client engagement process from one based on investments and insurance to one that starts with financial planning.
To support the financial professional, we have created Financial Planner's Pathway.
This course was developed by Financial Professionals who are also college-level instructors. It combines academic knowledge and real-life experience to walk a financial professional down a path that has been used by other Financial Professionals to create a successful comprehensive planning practice.
Learn how to:
Engage clients using APEG's proprietary G.O.A.L.S. Approach to Planning
Recognize more opportunities in each client's unique situation
Build your value proposition centered on financial planning
Gain credibility with branded support tools customized for your practice
Charge planning fees for your valuable time!