Description
What’s included in The Accelerator?
Our founder, Hannah Moore, CFP®, understands the challenges that firm owners and training managers face. That’s why we’ve created The Accelerator to include:
- Real Client Training Videos: Your team will have exclusive access to our Amplified Planning CORE training videos featuring real-world client scenarios that go beyond the sale — and involve difficult conversations, complex client meetings, and unique planning applications.
- Client-Centered Training: We’re helping your planners apply their textbook knowledge to real clients — so they can feel more confident and more engaged in meetings. They’ll learn how to work with clients, handle difficult conversations, address scenarios that weren’t in their textbooks, and get comfortable doing the work of an expert planner.
- Meeting Notes Review: Planners will girect feedback on meeting notes to improve their to capture the client’s whole financial picture accurately and succinctly while identifying clear action steps for both the client and planner.
- Small Group Coaching: Your team will have access to weekly calls tailored to developing skills like client communication, team dynamics, professional boundaries, and more. Each call will be focused on topics that are related to what they’re learning — and are specific to the skills they need to develop to be successful in their first 3 years of financial planning (and beyond).
- Critical Thinking Circles: These sessions involve real-life case studies to enhance problem-solving skills in various CFP® topic areas.
- PLUS: Access to eMoney (included in price) and private forum access
- Training by Hannah Moore, CFP® and proven experts in the profession
WHAT TO EXPECT: Purchase a seat for each new planner or paraplanner you’d like to enroll in our training program. After payment, our team will reach out to you within 48 hours business hours to get your team set up! Holidays may delay our reply time!
NOTE: You must own or manage a firm to register. If you’re a new advisor or CFP® candidate seeking training on your own, check out our monthly training subscriptions.
