Work Hard to Send Less

There’s a difference between simplicity and elegant simplicity. Getting from one to the other requires digging into the complexity of a client's financial goals, dreams, reasons for investing, and their current reality… and distilling all that down to an elegant One-Page Financial Plan.

Greetings, Carl here.

We all know what happens to the two-inch-thick binders we hand to clients when we make their financial plans… they turn into doorstops.

So why not give them something useful that fits on a single page?

This video series is about delivering on the only plan your clients will actually look at—The One-Page Financial Plan.

The One-Page Financial Plan is a living, breathing document that applies to a process. It’s also a great tool for client retention because, from the beginning, you’re helping them understand that personal finance is a relationship, not a one-time event.

This type of plan allows you to set the stage for that expectation, and that’s incredibly powerful!

Seth Godin said that if you want clients to refer their friends to you, you have to give them an experience "worth making a remark about." 

That's what this course is about—using a One-Page Financial Plan to deliver a remarkable experience to your clients.

In it, I've included a breakdown of the most important components to include on your version of the One-Page Plan, as well as a template you can use for your firm and examples of how other financial professionals are implementing One-Page Financial Plans at their firms.

Sign up here to receive this free series of videos from me!

This series is a small glimpse of what it's like to be enrolled in The School of Advice, which is crammed full of the best material I have on communicating with clients and building trust at scale through marketing.

I hope you enjoy it and get something useful from it!

See you on the inside!