When Your Financial Planning Practice Has Hit The Ceiling And You Need Help To Breakthrough It.
We have to remember the most important thing we have in business is our time, the next most important thing is to learn from our mistakes or better yet learn from others, it’s cheaper! What Wesley Forster has developed over the last 38 years is a repeatable system that you can implement into your practice right now. A system to generate leads, engage new clients, prepare amazing financial plans, review progress, and most importantly nurture and maintain relationships. Wesley will provide group coaching for Individuals, Mutual Fund Dealers, Life Insurance Companies, and Managing General Agents; providing you with all the tools, and resources required to generate the kind of results that are envied in the industry.
* The Perfect Practice is not a Recruiting Company, we are strictly an Education Coaching Company.
Testimonials.
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Meet Wesley.
What Wesley has created in his 38 plus years in the financial planning industry is a very successful multi-million-dollar revenue practice HSI Financial Group. He recently retired from the practice, however, he is a consultant to HSI Financial Group.
Wesley truly enjoys watching others succeed whether it’s his clients or colleagues in this industry, hence his desire to pass along his experiences to help others learn from; you could say “the good, the bad, and the ugly.” Unfortunately, one very important thing he has learned throughout his career is that no one is out there to train financial planners and advisors on how to run a perfect practice. The best we can expect is piecemeal ideas and concepts, whereas he will unwrap every aspect of running your successful financial planning practice.
My Approach.
I work with financial planners & advisors to help them create client-centric experiences through a structured and proven process. Unfortunately, our industry is becoming focused on gathering assets and selling products, although this is necessary it should never be the main focus. The client believes they are getting a financial plan when in fact they are ending up with an investment plan or insurance products that again are necessary but don’t complete the financial planning process. Worse yet, they don’t know what they don’t know. This becomes dangerous not only for the client and their family but also for the advisor exposing them to unnecessary liabilities. The client deserves more. This becomes a win-win situation. The client wins because they receive an amazing financial plan which exceeds their expectations and they become your raving fan, the financial planner or advisor creates a very profitable practice, and the regulators love you.
Working with The Perfect Practice you will learn:
- How to create structure and organization within your business
- Shift from working in your business to working on your business
- Increase your revenue
- Immensely Improve your customer experience
- Create a vision for your business
- Access to tools to help you
The Process.
Access to Extensive Tools and Resources
Review Your Business and Best Practices
On-Going Weekly Coaching
Training Tools To Aid The Onboarding Of New Staff
Marketing Tools Using AI
Business Cycle.
Adding to Wesley's resume, Wesley wrote the book Know You Can: No More Excuses How to Become Financially Fit in 90 Days. This, in addition to numerus other publications he has written, provides valuable resources that are a part of your coaching experience with The Perfect Practice program.
