Financial Discussions Starter Pack: A 5 Day Course to Level Up Your Financial Conversations and Understand What You've Been Missing
Master Your Financial Advisor Conversations.
✅ 2 Power Moves to Take Control of Your Wealth Management Discussions.✅ 3 Common Mistakes to Avoid, That Lead to Poor Financial Outcomes.✅ 7 Best Practices for Building Strong, Long-term Advisor Relationships.✅ Go From Nervous Novice to Confident Communicator in Just 5 Days.
Everything you need to build and maintain a strong, productive relationship with your financial advisor for long-term success.
Written by Jack Phillips, macro strategist and financial education advocate, obsessed with providing understanding in everyday financial conversations.
"I've been waiting years to find someone to explain this material as simply as this course has."
Want to make sure this free email course is “worth it” before you sign-up?
Here's everything that's inside:
Day 1: The 2 Power Moves for Financial Advisor Conversations - So you feel in control when talking with your advisorDay 2: 3+4 Evergreen Topics to Go From Nervous Novice to Confident Communicator - And ensure you always have something to talk aboutDay 3: 3 Common Mistakes People Make When Communicating with Financial Advisors - And how these mistakes lead to bad outcomesDay 4: 2 Simple Upgrades To Accelerate Your Financial Conversations - And ensure you don’t feel overwhelmedDay 5: 7 Best Practices for Ongoing Advisor Relationships - To ensure that your interactions are the best quality
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