The Financial Life Professional playbook is deigned for you to do really well at whatever speed or skill set you’ve got. In other words, you might just be having this be a compliment if it were, to your existing business and at that rate and for that reason, you could have that sort of playbook. Low-cost, low-bandwidth, low-impact.
You might be the extreme opposite, you might say, “I’m all in! I want to transform the landscape for all people to really, truly realize their great financial life.” In that case, you’re going all the way. The playbook for you would amount to far many more activity, far many more actions, having you dive deeper, go further.
For that reason, we’ve devised three playbooks for you. One, where as a Financial Life Professional you can choose to play as a leader, as a coach or as an advisor. What’s the difference between the three? Well, that’s shaped by three things: your comfort level as a Financial Life Professional, your skill-sets as a Financial Life Professional, and more importantly, your commitment to commercialize that relationship as a Financial Life Professional. All three require different actions, different budgets, different layers of preparation, and certainly different promises that you can provide your client(s) as a result.