Game Plan Masterclass

​In this session, participants delve into their values and talents, discovering how these align with the principles of non-intermediating financial planning. The outcome is a clear understanding of their unique strengths and how they can contribute to their clients' financial success.

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​Building upon the foundation established in Session 1, participants craft a powerful purpose statement that encompasses their passions and professional objectives. They gain clarity on their vision for their favourite future and develop a roadmap to make it a reality.

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This session focuses on developing an actionable plan to overcome obstacles and navigate the challenges that arise during the transition to non-intermediating financial planning. Participants learn effective strategies to implement their plans and achieve their desired outcomes.

Exploring asset audits and lifetime cash flow analysis, this session helps participants identify optimal asset strategies that align with their clients' goals. They learn how to develop robust financial plans that support long-term financial well-being.

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Building on the foundation of Session 4, participants complete the "Ikigai PDF" and develop a comprehensive business plan. They gain insights into wealth creation strategies and learn how to generate legacy assets for succession planning and future financial stability.

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The final session focuses on practical implementation and coaching, guiding participants on effectively executing their plans. Participants gain valuable insights into go-to-market strategies, enhancing their ability to attract and serve clients as non-intermediating financial planning advisers.