Coastal Wealth Training Resources
Training 7 | Employer Sponsored Financial Planning & V2 Preview
Video Recording | 1:05.20 | PW: @#Eyha8B
Employer Sponsored FP Process Employer Sponsored FP Pitch Deck Financial Summary PPT Example
Mark Your Calendars:
Tuesday, July 19th at 10:00am, the Quarter 3 Module Training will take place.
Training 6 | Marketing OFP & FPE
Video Recording | 1:01.43 | PW: +&a0%zY7
Integrating Your Calendly With Zoom
Mark Your Calendars:
The next class is on Tuesday, July 12th at 10:00am; the topic is V2 Platform Launch – Overview & Feature Enhancement Review
Additionally, on Tuesday, July 19th at 10:00am, the Quarter 3 Module Training will take place.
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Training 5 | Year 2+ Financial Planning
Video Recording | 57:44 | (PW: 9GD*69bf )
Assignment
Please reflect on the following prior to Class 6:
Review your current renewal process and rate it 1-10
What are the gaps?
How are your current OFP clients being segmented?
The next class is on Tuesday, June 21st at 10:00am; the topic is Marketing OFP and FPE
Training 4 | Principles of a Financial Planning Process
Video Recording | 33:54 | (PW: 4e+.SVh$)
Advisor Education (Video) | Financial Planning vs Efficiency Planning
Additional Resources (3 Attached Documents)
Please reflect on the following prior to Class 5
Where in your practice can you re-design to operate more efficiently?
In each of the Financial Planning principles outlined during the class, rate yourself 1-10
What are the gaps?
How are you pivoting to client experience vs case design?
The next class is on Tuesday, June 7th at 10:00 am; The topic is “Year 2+: Financial Planning”
Training 3 | Onboarding and How-To
Video Recording | 53:09 | (PW: @cjPIM7^)
There are several homework assignments between now and the next session:
1) Compile the information below into the Registration Form link found at the bottom of the Getting Started page. What you’ll need to get started:
Company Logo (.jpg .jpeg or .png format)
Headshot (.jpg .jpeg or .png format)
Calendly links
If you are new to Calendly, register for Calendly through the “Calendly Set Up Guide” attached to this email, and follow the steps to access the MassMutual discount here. Please then follow the next step outlined below.
If you are an established Calendly user, create the “4 new events” as outlined in Step 2 in the Getting Started page, then hide each event from your landing page (click here to learn how to hide events) and submit the individual event links in the Registration Form.
Client List: Download the CSV template attached to this email. Once completed, please upload the list in CSV format (First Name, Last Name, Email) to the Registration Form.
2) Once you have registered and received confirmation from the info@thefinancialplanningexperience.com email, we will turn around your page within 7-10 days of form submission.
3) We suggest bookmarking your personal platform page (once link is provided by the FPE team) and the Advisor Hub for easy access and ongoing use moving forward. As mentioned, the Advisor Hub includes helpful links including:
Quarterly Collections
Client Upload
Content Library
Marketing Materials
Download the client scripts and onboarding packet (attached to this email) for suggested language to position the platform to your clients via email.
Reports and Analytics
Additional Homework:
Once your page is “live”, add yourself as a client to go through the whole experience through their lens.
Start to include FPE language in your prospect/client onboarding discussions.
Additional Resources:
The next training is on Tuesday, May 24th at 10:00AM. The topic is Financial Planning Operations: Principles of a Financial Planning Process
Training 2 | FP Journey and Philosophy
Video Recording | 1:00:10 | (PW: ^$XyWT2Y)
There are two homework assignments between now and the next session:
Craft and Personalize Your Story & How to Position the FPE Platform
Prep to Begin Platform Use
Headshot, logo, preferred contact info, etc.
On a team? Determine page structure.
Organize FP clients you want to bring onto platform (we will share csv template for easy upload)
Set-Up Calendly
The next training is on Tuesday, May 10th at 10am. The topic is Platform Onboarding & How-To.
Training 1 | Mindset and Benefits of Financial Planning
Video Recording | 57:41 | (PW: 4Z%u04TP)
Next Steps (Homework)
What objections do I have to building an ongoing financial planning practice? Ask for help if you need – Coastal Wealth team, the guys at CFG, etc.
Experience itself is worth charging for. How can you start to embed experience design in your practice?