Summer Coaching for Financial Planners with Sophia Bera, CFP®
"It was the best money I spent throughout the launch of my firm! Having someone who walked the same path of leaping into entrepreneurship and all the uncertainty that comes with it was invaluable." -- Ryan Frailich, Financial Planner and founder of Deliberate Finances
"She helped me define my value proposition and provided me some very valuable insight on key decisions. I would highly recommend this group if you're looking for guidance from someone that's done it and continues to thrive in this business." -- Luis Rosa, Financial Advisor at Hayden, Biel & Associates
If you're a financial planner striking out on your own, you might have a lot of questions, such as:
- How do I attract clients while still taking the time to handle all the logistics of running a business?
- How do I build my brand so potential clients trust me and want to work with me?
- How do I build a business that grows sustainably? Which technology tools are worth investing in, and which do I not need?
- How can I utilize blogging and social media to gain more press exposure?
I can help!
I've built a six-figure fee-only financial planning practice and work virtually with clients across the country. I've been quoted in the New York Times, Fortune, Forbes, CNBC, Business Insider, and even Cosmopolitan!
In the last four years, I've built a Twitter following of more than 8,000 people and now have 4,000 subscribers to the Gen Y Planning newsletter. My website has more than 10,000 views per month.
Last year, 239 people applied to become a client of Gen Y Planning, and I talked to more than 100 of these prospective clients individually. I can do this and work less than 30 hours a week, giving me more time to travel and see family and friends.
It might seem like a reach for you now, but you can do this, too. Just a few years ago, I was exactly where you are today: quitting my full-time job to build the company I had been dreaming of, with zero clients and zero assets to manage. Fast forward to last month, when I landed two clients -- and brought in over $5,000 in initial planning fees in a single day.
Now I want to help you build the company of your dreams
My Summer Coaching for Financial Planners program will provide you with the inside knowledge it took me years to learn. You'll receive:
3 one-on-one 60-minute coaching calls with me ($1,500 value)
5 group coaching calls with me and the other financial planners in the program
Meet one of my press contacts from companies such as CNBC, Business Insider, and Forbes.
Network with financial planners who have also launched their own firms and have a decade of experience.
Access my net worth template, budgeting template, sample financial plan, action checklist, email templates, and more!
Feedback on your client deliverables, financial planning documents, and website
I'll share all the tech tools I've invested in, recommend ones personally for you, and advise you on which ones to avoid to save your sanity.
A 25% discount with Simply Paraplanner. Outsource your financial planning tasks for a fraction of the price.
This program is limited to 10 participants!
Group calls are scheduled for the following Monday nights at 5:00 pm PT / 7:00 pm CT / 8:00 pm ET:
- June 5
- June 12
- June 19
- June 26
- August 7
Calls will be recorded, but it is preferred if you can make the majority of the group calls.
Question about the program? Email firstname.lastname@example.org.
The information provided in Coaching for Financial Planners with Sophia Bera, CFP@ and accompanying materials is for informational purposes only. It should not be considered legal or financial advice. You should consider seeking independent legal, financial, taxation or other advice to determine what may be best for your individual needs.
Coaching for Financial Planners with Sophia Bera, CFP@ makes no guarantee or promise as to any results that may be obtained from using our content. All investment or tax decisions should be made with the advice of an appropriately qualified and licensed advisor. To the maximum extent permitted by law, Coaching for Financial Planners with Sophia Bera, CFP@ disclaims any and all liability in the event any information, advice and/or recommendations prove to be inaccurate or unreliable or result in any investment or other losses.