Your presenter:
Paul Armson - Co-Founder, ScoreMy
Register for this session now and benefit from Paul's passion for helping advisors better communicate the life-changing benefits of REAL financial planning and learn how ScoreMy helps you do this quickly, easily, always.
Paul is the founder of the Lifestyle Financial Planning movement and over the last 15 years, as CEO of Inspiring Advisers, has helped thousands of advisors in the UK and around the world demonstrate and deliver more value in return for much bigger fees.
Paul is the author of several books including 'The 7 Habits of Highly Successful Financial Planners', 'Life Centered Financial Planning' (with Mitch Anthony), and, for consumers, "ENOUGH? How Much Money Do You Need For The Rest of Your Life?"
Here's what some of our early adopters have to say:
"Without even trying..."
âScoreMy has really helped me. It really has. I don't need to try to articulate my value because ScoreMy does that for me. It allows me to easily differentiate myself because nobody else is communicating financial planning in this way. So, I'm not having to try too hard. I'm not trying to sell. I'm not trying to convince. I don't have to. They are seeing my value immediately, Iâm not having to do any convincing.â
Eldon de Waal, Silverhurst Financial Partners, SA.
"My experience with ScoreMy has been amazing..."
âMy experience with ScoreMy so far has been amazing! Clients love it and any low scores have opened up some amazing conversations about what really matters to them that I can help address. Iâve also seen an uplift in referrals from these clients as theyâre telling people about us, how we're different and what we talk about - and guess what, that's not performance, asset allocation, charges, đŽ đ€ stuff"
Scott Atkinson - Chartered Financial Planner - Director GPFM
"Works even better with long-term clients...."
âScoreMy works brilliantly with prospects and new clients! But in my opinion, it works EVEN BETTER with long-term clients who truly come to understand the value I have deliveredâ
Gavin Johnson, FPFS, CFP, Chartered FCSI
Solus Financial Planning, UK.
"We didnât even need to follow them up..."
âHi, Iâm just letting you know we have had yet another ScoreMy lead as a result of our social media campaign. The person completed our ScoreMy Financial Planning scorecard and immediately emailed us to arrange a meeting. We didnât even need to follow them up! ScoreMy inspired them to contact us!"
David Lunn - Foundation Stone Financial Planning.
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