Webinar Replay - How to run a Goal Planning Session

using the Experience Wealth 'Goal Planning' template

This is a recording of the Webinar that Steve did on behalf of the Advice Movement on the 23rd of January, 2019. Below is just some of what Steve covered in the Webinar:

For years (nearly 8) we gave away one of the most valuable aspects of our Financial Planning process - the Goal Planning part - for FREE! If I am totally honest it was because we were still worried that we needed to demonstrate so much "VALUE" with our prospective clients, by giving this part away for free... surely then our prospects would become clients after they saw how awesome we were at what we did for our other clients just like them.

The problem was all we were doing was letting people in who were never going to pay anyway... because everyone that went on to become clients, said (when we asked them later on) that they would have paid a fee for the Goal Planning Session - because it was just the way things work these days... you pay for value up front.

So after 8 years we finally decided to start charging for our Goal Planning Session, and what we've seen is a reduction in tyre kickers, and a higher conversion rate (almost 95% for GPS to Full Client).

In this Webinar, I (Steve Crawford) will share with you the process for building your own Goal Planning Session with your clients, how to prepare for it, deliver it and ultimately charge for your time up front.... to maximise your opportunities and reduce your tyre kickers... I'll also share some of my learnings along the way, and even give you a template Goals Planning Session presentation you can use in your session. You can download the Powerpoint template here http://bit.ly/TheAM-GoalPlanningSession



Your Instructor


Steve Crawford
Steve Crawford

Steve started Experience Wealth from scratch in 2008 focusing on GenXY clients - with no clients or referral partners and had never run a business before. Today his Award-Winning firm is going strong, with an innovative Money Coaching & Mortgage Management offer designed exclusively for GenXY.

Experience Wealth has grown exclusively from client referrals - due to their innovative Money Coaching offer. Steve has pushed the boundaries of a ‘traditional’ GenXY finance business by building Budgeting, Cashflow, Banking & Lending services for his clients and his business leads the industry in usage of technology like Online calendar bookings, Virtual Meetings & Video to deliver Money Coaching to the Netflix generations in a modern way


Frequently Asked Questions


When does the Webinar start and finish?
The Webinar starts now and never ends! It is a completely self-paced online module - you decide when you start and when you finish.
How long do I have access to the Webinar?
How does lifetime access sound? After enrolling, you have unlimited access to this Webinar for as long as you like - across any and all devices you own.
Will I get CPD points for this Webinar?
Absolutely... but you'll need to enrol in the school and provide us with your Full Name and email address + watch at least 90% of the Webinar to qualify... the good news is when you complete watching the webinar you will get your CPD certificate sent to you automatically. NB - CPD points not available until July 2019 ..sorry gang.. waiting on our FPA Certification to come through..

If you liked this Webinar be sure to check out and 'enrol' in any of our other Free Webinars as well.

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