Partnering with AIOFP Advisers.
I'm Nick Freedman, CEO of Retire on Purpose. I am NOT a Financial Adviser. I focus on the 'non-financial stuff', by teaching a learning program called My Game Plan which helps your pre and post retirees clients create a holistic game plan for their future. I partner with financial advisers who seek new ways to add value to their clients. Download the ebook below and check out the webpage to understand the benefits of partnering with us.
AIOFP members receive a 10% discount off our services. To join our first cohort of AIOFP adviser partners, register your interest below.
Sign up to get access to our tools
Program Overview (4.5 hours CPD):
This program teaches you how to use Retirement 2.0 tools to add new value to clients and attract new ones to grow your practice. Upon completion you will be emailed a CPD certificate (4.5 CPD hours 'Client Care and Practice' under the 'Specialist Knowledge' competency, accredited by AIOFP - AFPCP24A21011).
The program workbook and 6 easy to follow videos teach you how to:
1 - Add a new kind of 'non-financial' value to your clients
2 - Use our Retirement 2.0 ebook, film and tools to educate your clients
3 - Build your own Game Plan
4 - Sign up your clients to My Game Plan (using discounted price tickets)
5 - Debrief My Game Plan with clients
6 - Use our marketing tools to attract new clients.
You'll get free access to complete My Game program yourself plus 2 x $197 My Game Plan tickets for your clients. By selling the 2 tickets, it reduces the cost of this program to $303 ($697 - $394). And if you're unhappy in any way with the program, we offer you a 24 hour money back refund.
Educate Your Clients
The classical thinking about retirement needs an upgrade. We are re-educating people about what's changed and our film is the first step. Our partners use the film to add new value to existing clients and also as a lead generation tool to attract new ones. Watch the trailer here, or click the button below to see the whole film.
Watch the Retirement 2.0 FilmAdd 'Non-Financial' Value
If your clients want to develop a holistic plan, find new purpose, gain clarity about their plans and begin creating their ideal future, they can sign up to My Game Plan. This short film explains how My Game Plan benefits your clients. Your clients can take the self lead learning option ($197), or join our next 5 week learning group (5 x 90 min zoom workshops) for $1097. AIOFP members can offer their clients 10% discount from these retail prices.
Attract New Clients
There are many ways to use My Game Plan to grow your business. This picture explains how you can use the film as a lead generation tool to attract new clients. Advisers who have the ability to add a landing page to their website can set up a link to the film, in exchange for a new lead booking in a discovery call with you. We explain more about how this works on the CPD program we're teaching through AIOFP.
Trusted Advisor for 20 years.
Nick Freedman has created and taught over 100 personal and leadership development programs from global brands to small businesses. He now partners with leading financial advisors all around the world. Connect on linked in here.
Credible Thought Leadership
We are spreading awareness about the benefits of Retirement 2.0 in the media, such as articles written by Nick, published on Westpac Wire and this recent podcast on Marcus Today.
