We know many Financial Planners and Advisers harbour ambitions to branch out. So, if you want to learn how to build your own Financial Planning business, the PlanHappy ‘Going On Your Own’ course is the one for you. Here’s a quick overview…
Whether you want more control over the quality and type of service that you offer or you have dreams of building your own Financial Planning firm. Or, you simply desire professional independence and want to do it your own way!
In this course, we cover the three key stages of your Financial Planning career and business journey and how best to make the leap from each one to the next. And as an added bonus, it’s over 4 hours of FREE, no-strings attached CPD content!
If you’re already up and running with your own Financial Planning business but would like to grow your revenue, we’ll show you how to do just that in the third video.
We’ll talk you through the three key things that you can do to help you achieve the growth you’re looking for and give you tools that you can implement in your business today, to start seeing results.
For those already in the profession but want to take the next steps towards going on their own in some way, the second video is chock-full of advice to help you navigate the commercial challenges and professional decisions that you will face.
Whether that be moving to a self-employed basis with an existing firm, joining a network, or going all-in with your own directly-authorised business, we’ll show you the obstacles and how to overcome them.
In this video we’ll show you the best routes into the world of Financial Planning and give you helpful tips as to what you can do, to make the path a little easier.
There’s also great guidance for Financial Planners who are looking to recruit new talent into their business including what to look for, what to avoid, and how to recognise the key character traits that your business needs.
The PlanHappy Portal is an all-round back-office and case management system for financial advisers and planners that comes with integrated Lifestyle Financial Planning functionality.
This allows you to manage all of your cases and produce professionally-designed Lifestyle Financial Planning Client Reports, directly in the software.
You can record your client’s ideal life and lifestyle outcomes using the Big Questions and Primary Focus features and collect detailed information on their associated lifestyle costs using the Coaching Scans and For What? Tools.
There’s also a Client Portal that allows your clients to log in securely to complete online questionnaires and share information/documents.
