You were born a Pro-level financial planner, you just haven’t realized it yet.

Most financial planners, advisors and reps only capture 1% of their clients’ income in premium. They don’t actually capture the dollars. If those reps just worked with the same people in the same meetings and actually captured the dollars, they’d all be Pro-level (we call it "Forum")reps.

Most reps that get to "Forum" can’t explain how they got there, and when you ask, they tell you how they stay at Forum status is often by building an investment empire. But, how did they get there in the first place?

It was by getting people to save more money. In Become a Forum-Level Rep, we show you, step-by-step, how to get your clients to quadruple their savings with you.

After interviewing hundreds of advisors, we discovered the top fifteen things advisors worry about when it comes to becoming a "Pro" Financial Planner. Ask yourself if you have ever had any of the following concerns?

• "I’m not smart enough.”

• “I don’t have enough energy.”

• “My clientele isn’t wealthy enough.”

• “My staff isn’t competent enough.”

• “I don’t deserve it.”

• “I’m not worthy.”

• "I have to work too many hours.”

• “I wasn’t born a Forum-level rep.”

• “I’d have to betray my values.”

• “I’d have to become somebody I’m not.”

• “I don’t have the right personality.”

• “I’m not organized enough.”

• “I’m not strong enough.”

• “I’d have to become slimy.”

• “I don’t need anybody to teach this to me. I’ll figure it out myself.”

We’ll address each of these fifteen concerns, and more, in this program. You’ll learn how to leverage "Forum status" and live out the "Forum life".

Most gurus just say, “Here’s the gold,” but many advisors don’t know what to do with the treasure, or it simply doesn’t work. The point is, the gurus often don’t give the precursors as to why it works. Conversely, this program breaks down each and every technique to make it simple for you to understand. We will tell you why it works so that you can apply your knowledge to new situations day after day. In each circumstance, you will know how to leverage Forum status and live out the Forum life.

Here are fifteen new "Forum-level mindsets" this program will help you achieve:

1. “I am smart enough.”

2. “I do have enough energy.”

3. “My clientele is wealthy enough.”

4. “My staff is competent enough.”

5. “I do deserve it.”

6. “I am worthy.”

7. “I don’t have to work too many hours.”

8. “Everyone was born a Forum-level rep.”

9. “I don’t have to betray my values.”

10. “It’s not necessary for me to try to become somebody I’m not.”

11. “I have the right personality.”

12. “I am organized enough.”

13. “I am strong enough.”

14. “I will be genuine.”

15. “Leveraging other people is the easiest way to become successful.”

By the End of this Program, You Will Learn How to...

Session #1: Leverage Your Focus

• Stay focused outside of work

• Stay focused at work

• Leverage others to stay focused

Session #2: Leverage Your Boundaries

• Identify forum-level boundaries

• Recognize boundaries where you fall short

• Enforce forum-level boundaries in your life

Session #3: Leverage the Client Experience

• Ensure clients understand your value

• Let the clients experience your success

• Share your unique gifts with clients

Session #4: Leverage Your Prospecting with Clients

• Get your advocates in place

• Expect highly tee’d up introductions

• Reap the reward of your new prospects

Session #5: Leverage Your Staff

• Empower your staff to take things off your plate

• Inspect delegated tasks to ensure exceeded expectations

• Fix minor issues before they become a big problem

Session #6: Leverage Your Office

• Leverage leadership

• Leverage in-house staff

• Leverage joint-work both ways

Session #8:Live Out Your True Worth

• Identify how valuable you really are

• Accepthow valuable you really are

• Bring that value to the rest of the world

Session #9:Live Out Curiosity

• Overcome being defensive

• Establish that the world is grey

• Listen to understand vs. listen to respond

Session #10:Live Your Authenticity

• Assess who you are

• Put yourself out there

• Go big

Session #11: Live Out Giving First

• Identify your greatest gift for other people

• Live out the people you serve

• Live out how well you serve them

Session #12:Live Out Your Own Savings Values

• Save radically in your own life

• Get buy-in for radical saving from your clients

• Perpetuate radical saving beyond the client meeting

Session #13:Live Out Accepting Lots of Money

• Feel your clients are worthy or success

• Feel worthy of success for yourself

• Be truly open to receiving

Why Rule the Room Financial?

There are three key reasons why Rule the Room Financial is different:

1. You’ll learn WHY it works. We don’t just show you how to do it or what to do. We tell you WHY it works so you can learn to “fish” on your own.

2. You’ll learn in YOUR unique communication style. We all communicate differently. That’s why every lesson is taught with four unique selling styles (fascinator, performer, inspirer, and energizer) taught by four of the top producing financial advisors in the country: Katherine Forrester, Chris Koon, Karl Dettmann, and Matt Heckmann.

3. You’ll be able to APPLY practical techniques right away. This training actually makes sense. World-renowned trainer, Jason Teteak, is able to decode the magic that happens when top reps are meeting with their clients. He then bottles up the secret sauce and presents it to you so you can easily understand how to use it in your own style and apply it to any situation.

How Is Financial Planning Pro Different?

What causes people to be successful? It’s not one thing. It’s a thousand little decisions. This program prompts a paradigm shift in how you view your career, by helping you to adopt the mindset of billionaires. It is this mindset that drives the thousand little decisions that ultimately lead to success. We show you how to change your core thinking so that your thousand little decisions reflect that billionaire way of thinking and living.

You may have seen other ‘gurus’ teach you how to become a Forum-level rep. Chances are, they gave you their language, and you may even use it verbatim. But there is a 75% chance that they didn’t give you the right language for your style. And most gurus don’t explain why it works. They just assure you that it does. If you’re going to make up your own language, you need to understand why it works.

The reason we are so excited to have you see John, Karl, Matt, Chris, and special guest Rebecca, dive into some of this is that through the process of being taught by them, you will find nuggets of gold within yourself that you didn’t even know were there. And these discoveries will help you become a better advisor. We’re going to prove it in this program with real situations that will give you some amazing ideas for your own practice.

Our group has come up with some fantastic stuff. The techniques in this program will help you get over the hump to become a Forum-level rep. It is exciting to see what you will uncover. One of these four communication styles will be right up your alley, and the others will offer good insight and complement the things you’re already doing.

Testimonials

“This program has given me tactical, real techniques that have not only helped me survive but thrive better in this career. It also enabled me to embrace my natural style and find leaders who I can more easily emulate to propel my business further, faster.”

-Jessica Veitch, Financial Planner

“I want to tell you how much the Rule the Room session helped me with my phoning. I’ve already met my weekly phoning goal and you, the speakers, and the program have given me the drive to surpass it today. I feel like a weight’s been lifted from my shoulders and can’t believe how easy phoning is now. THANK YOU!”

-Jolie P. LaBarre, Financial Planner

“What you guys are doing is absolutely crucial to the success and growth of financial planners. I truly believe that you all will eventually replace all of fast tracks training and significantly modify red letter.”

-Scott Dunlap, Financial Advisor

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