How to Move Up Market And Serve $30M Families (and those becoming $30M families)
Bonus: How to generate $30k in fee-for-advice revenue in 6 weeks
Dear Financial Advisor,
Are you tired of the relentless chase for prospects, undervaluing your expertise, and the constant grind of giving out free advice?
I was too.
Until the day I realized there was a better way.
It’s time to transition from a traditional financial advisor to a distinguished Personal CFO for $30M families.
Introducing Our Exclusive PCFO Coaching Cohort
Our coaching programs directly address your challenges and set you on a path to success, helping you transition from:
- Chasing prospects to effortlessly filling your calendar with ideal, high-net-worth individuals.
- Giving free advice to getting compensated for every minute of your expert guidance.
- Underestimating your value to commanding premium fees that reflect your expertise and dedication.
- Servicing anyone who asks to selecting clients who energize and inspire you.
- Being viewed as a financial servant to becoming a sought-after subject matter expert.
- Going it alone to leveraging the collective knowledge and experience of those who have successfully made this transformation.
With three distinct tiers, our program is structured to cater to your specific needs and growth trajectory:
- PCFO Explore - $3,000
- Kickstart your journey in the PCFO Club, gain access to our comprehensive 6-week course, and connect with a vibrant community that supports and propels each other towards success.
- PCFO Accelerate - $6,000
- Take your commitment to the next level with 3 personalized 1:1 coaching sessions from Simon, 3 from Kevin, and bi-weekly masterminds.
- PCFO Launch - $12,000
- For the ultimate transformation, enjoy weekly masterminds, 5 1:1 coaching sessions from Simon, 5 from Kevin, a done-for-you webinar presentation to boost your client engagement and acquisition, and the highest level of personalized support to ensure you not only meet but exceed your aspirations.
Each tier is designed to build upon the last, ensuring a seamless transition from where you are now to where you want to be. Our resources — from over 40+ worksheets, guides, and cheat sheets to an extensive library of Q&A mastermind call recordings — are at your disposal to facilitate your growth.
Invest in Yourself with PCFO
If you're ready to transform from just another financial advisor to a high-value, sought after Personal CFO, it's time to invest in yourself. If you don't believe us, believe our 40+ success stories. We won't just teach you - we'll transform you.
Ready to make the leap? Choose the program tier that suits your current needs and future ambitions, and let's embark on this journey together.
Click the blue "Call Me" button and start transforming your career.
We are excited to guide you through this transformative journey and watch as you succeed and redefine what it means to be a leader in the financial industry.
Warm regards,
Simon Granner
Founder of PCFO
PCFO isn't for everybody. Schedule a 5-minute phone call to see if we're a good fit.
Our team will call you asap and ask a few questions. If you seem like a good fit for the program, we'll schedule a longer call to continue the conversation.