Help clients go deeper with a Statement of Financial Purpose
Do you want to have client conversations that inspire, motivate, and lead to higher quality relationships?
Join Andy Baxley, Jeremy Walter, and Carl Richards as they give you the tools and confidence you need to go beyond the balance sheet and help your clients craft their own Statement of Financial Purpose.
Expert Knowledge
Andy, Jeremy, and Carl have spent their careers exploring the intersection of purpose and money. This course gives you access to their playbook.
Practical Tools
Help clients identify their values, clarify their purpose, and take action with the Financial Purpose Workbook.
In Depth Training
Hours of video-based instruction on how to guide clients through meaningful conversations that lead to life-changing results.
Being a Real Financial Advisor requires moving beyond the balance sheet
Clients desire - and deserve - more than the facts, figures, and projections of a traditional financial plan or portfolio construction.
They want to align their Values with their Capital. And this requires a new skillset for advisors to lead these types of conversations.
With the right tools and the right training, Real Financial Advisors can inspire clients to make decisions that are grounded in a clear and intentional sense of purpose.
It all starts with the Statement of Financial Purpose.
What is a Statement of Financial Purpose?
A SoFP is a carefully crafted phrase designed to ground your clients’ wealth and financial decision-making in a sense of purpose.
In a world filled with distractions and shiny objects, the SoFP will be your clients’ North Star, a concise and powerful reminder of what is truly valuable.
The SoFP provides clarity in times of uncertainty and serves as catalyst for positive change in your clients’ lives.
Expert Knowledge
Andy Baxley, CFP®, CIMA®, CeFT®, Jeremy Walter, CFP®, CKA®, and Carl Richards, CFP® share their careers' worth of experience in talking about off the balance sheet type conversations and their own use of the Statement of Financial Purpose.
Practical Tools
As part of the SoFP Course, you'll have instant access to a the Statement of Financial Purpose Workbook - a beautifully designed step-by-step guide in walking clients through the process of creating their own SoFP.
Multiple versions of the tool are included for use with individuals or couples, and for digital use or hard copies.
An additional option is to have the SoFP workbook custom branded to your firm's colors and logo
In Depth Training
We're going deep. 23 Lessons deep, specifically.
The course is video-focused and while intentionally designed, can be self-paced or hopped around to topics you'd like to learn about or repeat.
Andy, Jeremy, and Carl share not just about philosophy and theory, but about practical, real ways advisors can lead these conversations with clients.
An additional option of an Implementation call after completion of the course is available.
Who is this course for?
What will I learn in this course?
What can I expect?
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Intrigued yet? Keep going to see the SoFP options.
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