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My Game Plan value & benefits 

There are many benefits to gain from offering My Game Plan to your clients. As well as the learning program, ebook and film, our marketing strategies help you win new clients. Book your demo below to find out more.

Book in your demo.

Add client value and generate a profit.

 

There are many ways to use My Game Plan to grow your business. Plus if you do it right, you cover your costs and make profit. You buy tickets at the wholesale rate and sell them at retail rates. You can also choose to give away a few to win new clients. This picture explains more. See below to find out about the different pricing packages.    

 

Supplements your advice.

 

My Game Plan helps your clients build a holistic future roadmap, develop purpose and gain sharp clarity about the live they want to be living. As well as useful for retirement, it helps people transition from one stage of life to the next. It's the perfect supplement for your expert financial advice.  Book in your demo below to learn more.

Try My Game Plan for free

 

If you're curious to know what 'non-financial' value we can add to your clients lives, the next step is to take a look at My Game Plan. When combined with your expert financial advice, it will help your clients holistically plan and create their ideal future. We'd love you to test drive the program, or better still give your free ticket to a client to hear their feedback. Simply book a demo call with Nick to get started. 

Adviser Pack is a great option for solo Financial Advisers.

Growth Pack is ideal for a small team of Financial Advisers.

 

Empower 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. Sharing this with your clients opens up new conversations about their future. Our financial adviser partners use the film to grow their authority voice.

 

Watch 7 Principles of Retirement 2.0 Film

On the Couch Podcast.

Listen to the podcast with Nick Freedman and Henry Jennings from Marcus Today.

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