ONE PAGE FP 3.0

1 rating

One page financial plans. Deliver financial planning recommendations to clients and prospects that they understand. For years I drowned clients and prospects with data and plans that they didn't want to see and couldn't understand. This template helps you, the advisor, boil all the things you know into what the client actually cares about.

I want this!

You'll get a white labeled template for you to brand as your own plus access to instructional videos of how I've used to the tool to 3x my business in the past 5 years.

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5.0

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