Build a $1 MM FBP Practice
Private
18 members
$12,000
Some advisors build a practice.
Rick Hu built a new standard: $1MM in FBP revenue, the #1 Fee-Based Planning practice in 4 years. Now he's on a mission to revolutionize the entire industry with him, and his 10-week Fee-Based Planning Mastermind Bootcamp is where it begins. You'll leave with the complete system to transform the client experience, grow your revenue, and help redefine what this career can be.
This is your invitation to stop guessing and start building. Take your seat at the table.
The objectives of the program:
-Learn our Fee Based Planning best practices and proven philosophy
-How to incorporate FBP into your practice - conviction
-How to build a team structure to support the FBP model
-How to offer FBP services to new and existing clientele
-Master FBP language, tools and resources available, and elevate financial planning process
-Create a “Michelin star” client experience
-How to create a multi-year renewal engagement with clientele
-Six Pillars of Financial Planning and more
skool.com/rickhu-build-a-1m-fbp-practice
Join Rick Hu’s Mastermind Bootcamp: THE COMPLETE SYSTEM. Discover how to revolutionize financial services industry & transform the client experience.
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