Allied for Success Bundle for Financial Advisors

Where Purpose Leads, Money Follows.

The Allied for Success Bundle for Financial Advisors helps you move from transactions to trusted, purpose-centered relationships that align your entire professional network around your clients’ vision, values, and purpose. It’s built to support advisors who want to step into the role of coordinator—not just “the investment guy.”

What’s included

• Limited hard cover edition of What Matters Most – Build a purpose-centered alliance with your clients to fulfill their dreams—and yours, too! (for financial advisors and allied professionals)
• Allied for Success – Creating a Synergy of Specialists to Fulfill Our Clients’ Dreams (how to build and lead your alliance of specialists)
• Client-facing copies of Make Your Money Count – Connecting Your Resources to What Matters Most
• Client-facing copies of The Blueprint for Financial Success (Blueprint workbooks you can walk through in meetings)
• Thinkific course access: What Matters Most for Financial Advisors
• Thinkific course access: 30 Days to Make Your Money Count (for your clients, families, and business owners you serve)

Who this bundle is for

• Licensed financial advisors who want a clear process to build trust-based, values-driven client relationships
• Allied professionals (insurance, mortgage, etc.) who want to elevate their role from product provider to trusted planner
• Advisors committed to building an informal alliance with CPAs, attorneys, and other specialists in their community

Outcome

You get a concrete playbook for creating a synergy of specialists to fulfill your clients’ dreams—so every professional on the team pulls in the same direction, guided by a shared Blueprint and a common understanding of what matters most.