Lifestyle Financial Planning is the only way to deliver a service to your clients that they truly value and help you achieve the lifestyle that YOU desire.
Our clients are well qualified, highly trained and highly ethical who, for various reasons, struggle to build that initial connection with clients that allows them to engage them in a Lifestyle Financial Planning service and work with them for the long term to help them achieve their goals.
Our clients are not those who see Lifestyle Financial Planning as a new tool to accumulate assets under management or sell policies for large chunks of commission.
The Financial Planning Training Academy (formerly known as Smart Training Academy) was born from a frustration of watching good planners struggle and bad advisers flourish. Soft skills can be learned and they can be taught and the Financial Planning Training Academy exists to help.
Our objective is to train financial planners to communicate Lifestyle Financial Planning to their clients effectively. To help them navigate the various communication gurus and find their own successful set of skills to engage their clients. To allow their existing set of technical skills to be deployed to build fantastic long term plans for clients and open the door to those long term, mutually beneficial, relationships that both clients and planners crave.
To take the first step to improving your skills and your clients’ lives sign up for one of our training courses today.
Company Details
- Employees
- 5
- Founded
- -
- Address
- Beehive Lofts, Unit 4.1, Waulk Mill, 51 Bengal Street, Manchester,manchester M4 6ln,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://fptraining.academy
- Keywords
- Manchester.
- HQ
- Manchester, Manchester
The Financial Planning Training Academy Questions
The Financial Planning Training Academy's website is http://fptraining.academy
The Financial Planning Training Academy's LinkedIn profile is https://uk.linkedin.com/company/fp-training-academy
The Financial Planning Training Academy has
5 employees.
View email and phone details for 5
employees at The Financial Planning Training Academy.
The Financial Planning Training Academy's industry is
Financial Services
The Financial Planning Training Academy's top competitors are
Smart Financial,
Dimensional Fund Advisors,
Thinkexpat,
Mindful Clarity,
Polaris Financial Investments,
Sanctuary Chartered Financial Planners,
Saltus,
Plannex ® (Formerly Nextgen Planners),
Humans Under Management,
Tear Care.
The Financial Planning Training Academy's categories are Financial Services
The Financial Planning Training Academy's founding year is 2016
