Our Method — Above the Line Mentoring
The 12-Session Program
Client Relationship & Business Mastery
A 12-session, one-on-one mentoring program that gives emerging CFP® professionals the essential skills to grow quickly and confidently. Each one-hour session focuses on practical client-development strategies, real-world scenarios, and the habits that support a strong, sustainable practice.
01
The Foundation of Trust
Understand why trust is the foundation of every client relationship — and how it gets built or broken over time. Covers defining trust in an advisory context, common pitfalls that erode it, and fiduciary duty.
02
Building Rapport
Learn how to build genuine rapport with new clients from the first conversation — through non-verbal communication, the power of a strong first impression, finding common ground, and setting a professional tone.
03
The Art of Active Listening
Develop active listening skills that surface what clients actually need — including reflective listening, paraphrasing, identifying unspoken cues, and avoiding assumptions.
04
Mastering the Discovery Meeting — Part 1
Understand the purpose and structure of a strong discovery meeting: pre-meeting preparation, creating a confidential environment, establishing the agenda, and keeping the client at the center.
05
Mastering the Discovery Meeting — Part 2
Learn how to ask open-ended questions that draw out the full picture of a client's situation — probing deeper into motivations and framing questions for detailed, meaningful responses.
06
Identifying Client True Goals
Help clients articulate their financial goals and the values that drive them — distinguishing stated goals from true underlying motivations, connecting goals to personal values, and prioritizing objectives.
07
Communicating with Clarity & Confidence
Explain complex financial topics using clear language, analogies, and stories — and navigate objections and difficult conversations with confidence. Covers translating jargon, empathetic responses, and turning objections into opportunities.
08
Crafting & Presenting the Financial Plan
Learn to present complex financial plans clearly, concisely, and with confidence — tailoring the presentation, using effective visual aids, highlighting benefits, and anticipating client questions.
09
The Business of Financial Planning
Define and structure your service offerings around a clear value proposition — identifying a target niche and packaging services in a way that resonates with the clients you want to serve.
10
Pricing Your Value with Confidence
Learn to price your work as the outcome it delivers, not the hours it takes — covering fee models (AUM, hourly, flat fee, retainer), benchmarking against the market, and quoting your fee without flinching.
11
Networking & Business Development
Build a steady business development practice that consistently attracts new clients — through a consistent brand message, networking with prospects and professionals, building a referral network, and digital and traditional marketing.
12
Building a Practice That Lasts
Develop the habits, systems, and long-term vision to keep growing well beyond this program — creating repeatable processes, using technology to work smarter, deciding what to delegate, and charting your long-term vision for growth.
Program Investment
$1,500
Full 12-session program — one-on-one, one hour per session
- ✓Free introductory session before any commitment
- ✓Personalized one-on-one mentoring
- ✓12 structured sessions covering client relationships & business development
- ✓100% of profits fund CFP® scholarships