EXCLUSIVELY FOR FINANCIAL CONSULTANTS
From Chaos to Clarity: Streamline Your Financial Planning Process in 60 Minutes
Learn the exact digital planning system used by MDRT, COT & TOT advisers in the region to simplify client engagement and accelerate results.
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In this FREE online training, you will:
Learn the planning method MDRT, COT & TOT advisers use to simplify their client process
Save time, reduce back-and-forth, and show instant value in every meeting
Learn how to create client-ready financial plans—even when clients don’t give you full data
Learn the modular approach that lets you start strong from the first meeting
Learn the system that helps you stand out, sell better, and scale faster—professionally
Deliver clarity and confidence in every presentation, without burning out
Why Top Advisers Are Making the Shift
Most advisers are stuck in “planning, follow-up, and admin mode”… Top performers close faster and bigger cases with less work
Whether you're already achieving MDRT or working towards it, you know the pressure: clients expect clarity, speed, and results. But clunky spreadsheets, missing client data, and time-consuming calculations are slowing you down—and costing you sales.
This session introduces a proven system that top advisers in the region are using to modernize their financial planning process.
In just 60 minutes, you’ll learn how to simplify your workflow, impress clients with visual plans, and close faster—without burning out.
FREE 60-min Training?!
Yes.
At Adviser Playschool, we believe in empowering financial consultants like you by sharing knowledge and fostering growth. We understand that the landscape of financial advisory is constantly evolving, and staying ahead requires access to the latest strategies and insights.
Thanks to partners like GoalsMapper, we are offering this training for free to reach a broader audience, helping more professionals like you overcome the common challenge of client objections.
This is our way of giving back to the community that has been instrumental in shaping the industry's success.
We're confident that the insights and techniques shared will not only enhance your professional skills but also ignite a passion for excellence in your practice.
Consider this webinar as an investment in your future, on us, because when you grow and succeed, we all move forward together.
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