The Program will help you not only lay a strong foundation for building a futuristic financial planning firm but also show you step by step implementation in the following areas (Marketing, Growth, Strategy, Client Acquisition with 100% of Client Assets, Client Experience, Winning against Competition, Client Communication, Agile Financial Planning and the Future of Financial Planning).

You will learn and implement the following:

• How to attract your ideal clients
• How to conduct your 1st meeting
• How to get referrals consistently
• Building your value proposition ,communicating it
• Implementing world class marketing strategies and several valuable lessons.

RFP is a 45 day program and is structured in the form of 7 Modules, Live as well as Recorded.

Here’s a look at what the RFP program includes:

• RFP Certificate of Completion signed by Carl Richards and Amar Pandit
• Seven in-depth modules to equip you every tool IFA's need to grow their businesses quickly, including effective marketing, sales, and the art of client management and experiences
• Our step-by-step system to help you become an effective, confident marketer and salesperson, and resilient business owner
• Tactical and practical solutions to communicate your value, conduct an awesome first meeting , and get 100% wallet share.
• Seven weeks of high-intensity learning designed to help you make changes quickly.
• Seven LIVE classes with Q&A taught by myself, and CEO of Happyness Factory, P.L. Natarajan Iyer. (P.L.N. is a master teacher, and extremely experienced, with an awesome way of simplifying complex concepts so it’s easy to take action, and progress.)
• Confidence-building lessons from Carl Richards, straight from his course The Fellowship, along with accompanying articles and videos, to offer you a 1-2 punch of content and confidence.
• Practical step-by-step mini classes from Carl about the practical side of the business.
• Workbooks + worksheets inside Kajabi.
• Featured guest coaches and mentors.
• And more.