Your presenter:
Paul Armson - Co-Founder, ScoreMy
Register for this session now and benefit from Paul's passion for helping advisors better communicate the life-changing benefits of GREAT financial planning and learn how ScoreMy helps you do this better and faster.
Paul is the founder of the Lifestyle Financial Planning movement and over the last 15 years, as CEO of Inspiring Advisers, has helped thousands of advisors in the UK and around the world demonstrate and deliver more value in return for much bigger fees.
Paul is the author of several books including 'The 7 Habits of Highly Successful Financial Planners', 'Life Centered Financial Planning' (with Mitch Anthony), and, for consumers, "ENOUGH? How Much Money Do You Need For The Rest of Your Life?"
Here's what some of our early adopters have to say:
"Without even trying..."
“ScoreMy has really helped me. It really has. I don't need to try to articulate my value because ScoreMy does that for me. It allows me to easily differentiate myself because nobody else is communicating financial planning in this way. So, I'm not having to try too hard. I'm not trying to sell. I'm not trying to convince. I don't have to. They are seeing my value immediately, I’m not having to do any convincing.”
Eldon de Waal, Silverhurst Financial Partners, SA.
"My experience with ScoreMy has been amazing..."
“My experience with ScoreMy so far has been amazing! Clients love it and any low scores have opened up some amazing conversations about what really matters to them that I can help address. I’ve also seen an uplift in referrals from these clients as they’re telling people about us and how we're different!"
Scott Atkinson - Chartered Financial Planner - Director GPFM
"Works even better with long-term clients...."
“ScoreMy works brilliantly with prospects and new clients! But in my opinion, it works EVEN BETTER with long-term clients who truly come to understand the value I have delivered”
Gavin Johnson, FPFS, CFP, Chartered FCSI
Solus Financial Planning, UK.
"The value this is bringing to clients is immense"
“I am really enjoying the new conversations I am having with my clients thanks to ScoreMy. Real, meaningful, and more importantly impactful discussions.
I’m using both the Financial Planning Scorecard and the Lifestyle Wheel, and I have to tell you the value this is bringing to my clients is immense, and the depth of advice that I am able to give by truly understanding what matters most.Â
Potential clients become new clients very quickly because no one else has spoken about these topics with them.
It’s a game-changer!"
Rachael Pantenay - Director - Willow Tree Financial Services, UK.
"We didn’t even need to follow them up..."
“Hi, I’m just letting you know we have had yet another ScoreMy lead as a result of our social media campaign. The person completed our ScoreMy Financial Planning scorecard and immediately emailed us to arrange a meeting. We didn’t even need to follow them up! ScoreMy inspired them to contact us!"
David Lunn - Foundation Stone Financial Planning.
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