BEYOND
NUMBERS
ARE YOUR
CLIENTS.
For new Advisors and Career-Changers, Most educational programs are narrowly focused on developing technical skills, planning techniques and continuing education credits... putting little emphasis on meaningful planning and communication with the most important people in your career...
...your clients.
Above the Line is focused on “Residency-type” mentoring... deeply developing your plan presentation and client relationship skills.
THE BEST CFP® PROFESSIONAL
IS ALREADY INSIDE YOU.
Above the Line is the key to unlocking your innate potential. Based on 40-plus years as advisor and company leader (and 20-plus years as a formal mentor with the FPA Residency program), Above the Line offers customizable mentoring based on your needs, goals, and areas of interest.
Through stimulating, thought provoking, and confidence-building one-on-one and small breakout group mentoring sessions, you'll be able to understand and talk with your clients in new and effective ways.
EVERYTHING YOU NEED...
TOPICS WE'LL COVER...
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How to run a successful prospective client meeting
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Holding an effective Client Discovery Meeting (beyond fact finding)
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Effectively using open-ended questions
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Developing active listening skills
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Efficient/effective plan presentations (individually and part of a planning team)
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Developing client trust
...TO EVOLVE & THRIVE
PRACTICAL APPLICATIONS...
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Provide a “sounding board” for the use of skills developed
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Role playing opportunities
ACTIVE COMMUNITY...
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Work with like-minded advisors looking to share experiences, techniques and results
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Connect and network with the next generation of advisors.
RICHARD BUSILLO CFP®:
MENTOR & FOUNDER.
Richard Busillo has made significant contributions to the field of financial planning. As a dedicated mentor within the FPA CFP® Residency program, he is committed to nurturing the next generation of professionals in the financial planning profession. Additionally, he has served as an Adjunct Instructor for the College for Financial Planning, teaching within the CFP® certification education program.
Before establishing Above The Line, Rich was the Chairman & CEO of RTD Financial, where he expanded the firm into a substantial independent advisory group comprising over 40 employees and managing more than $2 billion in assets. His leadership and vision continue to have a lasting impact on both the firms he has led and the professionals he has mentored.
Rich is particularly passionate about giving back to the financial planning community. One hundred percent of Above The Line's profits are donated to the CFP Board Center for Financial Planning Scholarship Fund, aiming to provide financial support for individuals seeking to achieve the CFP® certification and attend programs like the FPA Residency.