Want to deliver a fantastic Lifestyle Financial Planning service that adds real value to your clients and your business?

The PlanHappy Core Client Process will show you HOW…

End-to-end Lifestyle Financial Planning service you can install in your business immediately.

Step-by-step walkthroughs for each client meeting, showing exactly HOW to deliver it.

Get more loyal clients who see YOU as the value, not a financial product.

Proven, best practice process, giving you more clients, more referrals and more revenue!

What is the Core Client Process?

The PlanHappy Core Client Process is the only package that shows you exactly HOW to deliver a consistent and repeatable lifestyle financial planning service that both you and your clients will love.

It’s not just an idea, or a concept or a philosophy (although it is all of those as well), it’s a step-by-step, end-to-end Lifestyle Financial Planning process which shows you every stage of the client process from initial meeting right the way through to ongoing reviews.

No need for you to learn by trial and error or reinvent the wheel.

It’s been developed so that you can install it in your business immediately and start experiencing the benefits straight away.

It allows you to deliver a holistic financial planning and coaching service that adds real value to your clients lives and to your business.

This proven best practice process walks you through every stage. You get access to over 400 step-by-step modules across ten stages, in an easy to follow format, spanning the entire Lifestyle Financial Planning journey.

You’ll get the tools you need to go beyond the why and know exactly HOW to deliver a fantastic lifestyle financial planning service – day by day, meeting by meeting, conversation by conversation.

You also get full access to colourful, visual client report templates, designed specifically for Lifestyle Financial Planning.

It doesn’t matter whether you’re a trainee, an old hand or even just thinking about becoming a financial planner, the PlanHappy Core Client Process gives you a structured and proven service for you to offer to your clients.

  • End-to-end Lifestyle financial Planning service you can install in your business immediately
  • Best practice process that’s been proven to work over many years with many millions in revenue generated.
  • Step-by-step walkthrough for each client meeting, showing exactly how to deliver it. Includes comprehensive video and pdf guides for every step.
  • Bespoke LFP report templates to present your plans to your clients.
  • Gives you everything you need to install it in your business – and it works out of the box!
  • Access to Private Members Facebook group for discussion and ongoing support.

“PlanHappy really has revolutionised my business and allowed me to add much more Funds Under Management. I’m earning more and giving my clients a fantastic service! What’s not to like?”

Louise R

Why is the Core Client Process different?

Unlike the traditional financial advice model,  The Core Client Process shifts the value away from financial products and onto you the adviser.

Lifestyle Financial Planning is a growing element within the Financial Planning community and there are many proponents explaining WHY you should be providing it as a service to your clients.

The PlanHappy Core Client Process is the only package that shows you exactly HOW to deliver it.

We’ll hand over to Neil to explain more…

Let’s talk about the value problem we have in the traditional financial advice model.

“What is the traditional financial advice model, Neil?” I hear you say.

Well, it’s the one that you know, and love.

We start with a client.

The client goes to an adviser and they go to the adviser because they want, advice but they don’t want advice on what to wear or how to point their chimney stack.

They want advice on a financial product.

In essence, they want a transaction. And this transaction has normally been created by some life need.

  • They’re purchasing a house, so they need a mortgage.
  • They’re setting up a business, so they need some business insurances.
  • They’re looking at their retirement, so they need some investment funds or some savings.

It is life that triggers the need for the transaction.

The need for the transaction triggers the need for advice. And as advisers we’re there to provide that advice, to guide the client to the correct product.

The problem is we are a conduit to somebody else’s product.

That’s why the client is coming to us. And we normally pitch our service either explicitly or if we’re honest, implicitly on one of two things.

The first thing that the client might be attracted to is the idea, certainly with investments, that we can make, them money.

What’s not to like about that?

A client arranging any kind of investment ultimately wants to know you are going to make their money go up in value.

And yes, we could talk about attitude to risk and asset allocation and all that good stuff. But it doesn’t change the core expectation from the client that they want you to make them some money.

You’re never going to go to a client and tell them you’re going to make them less money!

That’s not what they want to hear.

So either implicitly or explicitly what the client is looking for is you to make them money or the other pitch.

Maybe we can save money in some way.

Now, this might be saving somebody money via tax. We can arrange some special product that will mean that you pay less tax.

Who doesn’t want to hear that?

Or we might proudly proclaim we can lower their charges in some way. Either way, we’re looking to save some money by tax or charges.

These are the sexy things that a client wants to hear.

And if we get this message right, which the traditional financial model tends to focus on, then clients will perceive that there is value that you can offer them by finding them products that can make them money or save them money.

But of course, the reality is that you’ve got very little control over these and certainly when it comes to making money, because the client often can’t differentiate between market movements and actual fund performance.

So in the markets go up, they think you’re great.

And when the markets go down, they think you’re a bit less great.

When it comes to tax, there’s only so much we can do. Once you have arranged the relevant tax allowances, where are you going to go from there? And charges?

Is that the sole essence of your being, to be cheaper than somebody else?

Is that what you did all those qualifications for?

So the irony of the traditional advice model is that we as advisers, we put all of the value on somebody else’s product with an implicit agreement with the client, (whether you’ve agreed to it or not, in the client’s head, it is in there) that they’re using you because you are either going to make them money or save them money in some way.

And yes, I know that if you deliver financial advice, you do so much more than that.

You invest money in your training and your systems. You do all the research. You’re very ethical. You’re trustworthy. All that stuff. That’s great.

But the client still wants you to arrange products with an implicit assumption that it’s going to do some or all of this.

And if you don’t do that, all the other good stuff you do doesn’t matter.

And if we’re honest with ourselves, that’s the way it is.

When we go to our doctor or GP, we want an efficient and correct diagnosis and we want efficient and correct treatment. It’s nice if they have a lovely building and they look after us very well and they’re warm and they’re trustworthy, that’s all great.

But that’s not going to make up for them not giving us a great diagnosis and great treatment if they don’t deliver that.

So don’t be under any illusions that if we don’t deliver these, the clients aren’t going to be happy with our service.

So we inherently build in the value problem, that we move the value onto somebody else’s product.

We as the advisers are not adding any intrinsic value to the process because if we don’t make money or save money, the client is going to go somewhere else. To somebody else that tells them that they can make them money or save them money if that’s what you told them in the first place.

With lifestyle financial planning, we take this and we turn it completely on its head.

Here we have the financial advice, and this is the aspect in lifestyle financial planning that we actually talk the least about because there’s very little value within this.

Largely, it’s a conduit to somebody else’s products, like a builder’s merchant is a conduit, a shop to other manufacturers products.

The value lies in the architecture and the engineering. That’s what’s actually going to produce the results for the client.

So by adopting a lifestyle financial planning model, we take the value away from the financial advice. We’re actually loud and proud in telling the client that this is the least value bit of what I can give you.

We move the value to life coaching and the financial planning. This is where we change clients lives. This is where we open their minds to opportunities that they may not realise that they have.

This is where the magic happens.

This is where the client gets the value and thinks “Wow, that person, that individual has added value to my life by showing me things that I didn’t know I could do by opening up possibilities.”

“Helping me deal with roadblocks and obstacles in my mind and actually improving my life and helping me and my family live the life and lifestyle we actually want to live.”

“And most importantly, to feel the way that I want to feel, to live a life without anxiety about money. Without worry about things not being OK.”

“You’ve shown me that everything is going to be OK.”

And that is a compelling message, far more compelling than anything that we can offer with traditional product focused financial advice.

And most importantly, the value that we add comes from us.

We’ve transitioned the value away from somebody else’s product to ourselves, and the great service that we provide that is the value in lifestyle financial planning.

Structured Step-by-Step Process

There’s no need for you to learn through trial and error. It’s all been done for you. It’s used by thousands of people and has generated millions in revenue.

The PlanHappy Core Client Process gives you everything that you need to install a fantastic lifestyle financial planning service in your business, and it works out of the box.

Watch below to find out more…

The PlanHappy Lifestyle Financial Planning Process is made up of three core components.

  1. Life coaching
  2. Financial planning
  3. Financial advice.

And these are delivered to the client through a structured journey map.

We start with the Site Survey.

This is our opportunity to talk to our client about lifestyle financial planning, and to convert them into thinking about those human outcomes and human ideal, rather than product related technical things.

Included within the program is a series of videos and guides to help you deal with any objection or any obstacle that you will come across during this part of the process.

Once we’ve successfully onboarded our client onto our great process, we’re going to do a great deep dive life coaching session.

We call this Design Coaching, i.e. coaching the client to design a great human, ideal life, and lifestyle.

In parallel to this, we’re completing the Discovery process, gathering all the personal information on health and relationships, income expenditure, getting those all-important letters of authority sent off to providers to get the policy information and completing any client questionnaires that may need to be done to support either the financial planning process or the financial advice process.

These are going to be fed into a Design Wow session, which is an internal session where we start to sketch out their financial planning objectives and see whether we’ve got enough, and if we haven’t, what we can do about it.

In this section, we’re trying to expand our client’s mind, to stretch it in various directions so we’re adding real value to the life coaching by showing them things about themselves that they perhaps didn’t know and opportunities in their life, lifestyles, and financial planning that perhaps they didn’t know.

And this is all supported by cash flow modelling, and you could use either Voyant or Truth or CashCalc, whatever your preference is.

Ultimately, this is going to lead to an Outline Sketch session with a client where again, we’re doing this great financial planning work using these cash flow models to stretch their minds and ultimately show them opportunities that perhaps they wouldn’t have come up with on their own.

Ultimately, we’re going to lead through to Working Plan where we distil all of this great work that we’ve done and the ideas and the energy into a plan that is the best of breed for the client, for their life and lifestyle that they wish to live.

Naturally, there’ll be cash flow modelling to support the plan.

And importantly, this is where we are bringing in the financial advice aspect of the process.

This Schedule of Work shows all of the transactions that will be required for the client to undertake in order for their plan to work like has been put together, which in turn to facilitate their life and lifestyle in the way that they want it to be.

We then need to build the plan and do all of those transactions and celebrate with the client when they are completed before moving on to the ever important Protect where we’re going to be looking at the client’s wills, lasting powers of attorney, property and pension trusts.

And you could use the PlanHappy Protect Services if you don’t have the qualifications or expertise in-house to do this.

This is supported again by a colourful booklet that walks the client through the important points in an easy-to-understand human way.

Lastly, and perhaps most importantly, we’re going to work with our clients over the years continually delivering a great Update & Improve service by revisiting all of those points on a regular basis.

There’s no need for you to learn through trial and error how to create a fantastic system.

It’s all been done for you. It’s used by thousands of people and has generated millions in revenue.

Where other systems might give you a concept or an idea or maybe a framework within which to build your own client offering.

The PlanHappy Core Client Process gives you everything that you need to install a fantastic lifestyle financial planning service in your business, and it works out of the box.

So, what’s included? 

Here’s an idea of some of the chapters and modules you’ll get access to.

Click on a tab to expand and read more.

  • Welcome from Neil
  • PlanHappy Core Values
  • Equipment
  • The PlanHappy Kitchen
  • Anchoring the Path
  • What is a Site Survey?
  • Partner Attendance
  • Preparation
  • Taking Control
  • Introductory Comfort
  • Unloading
  • Probe & Widen
  • Agree the Big Questions
  • Setting the Scene
  • Materials on Site
  • Materials on Site – Protect
  • Mad Hatter Principle
  • Route Options – Pensions (Box & Barrel)
  • Route Options – Investments (Laws of Physics)
  • Route Options – Life Insurance -(Mind the Gap)
  • Route Options – Mortgages (Now or Never)
  • Architect
  • Enough
  • Scope of Works
  • Life Stages
  • Foundation Costs
  • Life Costs
  • For What?
  • Time Focus
  • Steam & Reservoir
  • Flow Balancing
  • Professional Judgement
  • Positive Disengagement
  • Journey Map
  • Square the Circle
  • Specialist Reports
  • De-risking Gap
  • The Pitch
  • Engagement Lanes
  • Hard Shoulder Introduction
  • Hard Shoulder Missing Partner
  • Hard Shoulder Fees
  • Hard Shoulder Beauty Parade
  • Hard Shoulder Not the Right Time
  • Wrong Road Introduction
  • Wrong Road Messer
  • Wrong Road High Maintenance
  • Wrong Road Form Signer
  • Wrong Road Self Investor
  • Wrong Road Tinkerman
  • Wrong Road Cost Obsessive
  • Wrong Road Internet Johnny
  • Wrong Road Puppet & Master
  • Wrong Road Technical Junkie
  • Wrong Road Greedy Investor
  • Wrong Road Withdraw & Spend
  • Wrong Road Show Off
  • Wrong Road Serial Complainer
  • Wrong Road Separator
  • Wrong Road Jack in the Box
  • Wrong Road Awkward Squad
  • Think about it camouflage
  • Onboarding
  • Putting it all together
  • Storyboard Narratives
  • Storyboard Whiteboard Images
  • What is Discovery
  • Discovery Process Overview
  • Getting started
  • Removing Barriers
  • Personal Information
  • Foundation Costs
  • Estate Planning Documents
  • Inheritance
  • Policy Information – Introduction
  • Policy Information – Policy Enquiry Forms
  • Policy Information – Initial Request
  • Policy Information – Gap Fill
  • Questionnaires
  • Investment Comfort Zone Questionnaire
  • Coaching Scans
  • Triggering questionnaires
  • Putting it all together
  • What is Design Coaching?
  • Investment Basics
  • Principles of the ICZ
  • Understanding ICZ Questions
  • Understanding the ICZ Output
  • Creating the ICZ Booklet page
  • Analysing the ICZ Booklet Page
  • ICZ Alternative Risk Profilers & Investment Solutions
  • Principles of the Coaching Scan
  • Analysing the Coaching Scan Output
  • Principles of the Protect Scan
  • Analysing the Protect Scan Output
  • Pre- Meeting Preparation
  • Introductory Refresh
  • Discuss & Review ICZ Results
  • Top Down vs. Bottom Up
  • For What – The Basics
  • For What – Commonalities
  • For What – Differences
  • For What – Protect
  • For What – Coaching
  • For What – Big Questions & Primary Focus
  • For What – Costs
  • For What – Design Levers
  • For What – Conclude, Recap & Agree
  • Loose End Agreements
  • Journey Map Signposting
  • Putting it All Together
  • Storyboard Narrative
  • Storyboard Whiteboard Images
  • What is a Design Wow?
  • Cash Flow Modelling
  • Preparation
  • Storyboard Refresh
  • Setting the Scene: Discovery
  • Setting the Scene: Planning
  • Setting the Scene: Design
  • Challenging the Base Plan Assumptions
  • Big Conclusions
  • Big Assumptions
  • What If Sketches
  • Draft Working Plan
  • Schedule of Works
  • Outline Sketch Booklet Creation
  • Working Plan Booklet Creation
  • What is a Sketch Discussion?
  • Preparation
  • Introductory Refresh
  • Outline Sketch Booklet Walkthrough
  • Understanding Sketches
  • What if Walkthroughs
  • Settling In
  • Narrow & Focus
  • Draft Working Plan Sketch Walkthrough
  • Schedule of Works Walkthrough
  • What’s What
  • Who’s who
  • How’s how
  • Fees & Regulatory Protection
  • Schedule of Works Investment Recipe
  • Schedule of Works Agreement
  • Any Road Actions
  • Decision Management
  • Full Skippering Onboarding
  • What is Topping Out?
  • What is a Protection Survey?
  • Introductory Refresh
  • Itch Scratching
  • Build Process Walkthrough
  • Loose Ends
  • Close the Build Phase
  • Journey Signposting
  • Handover
  • Preparation
  • Protect Introduction
  • Explore Existing
  • Four Layers
  • Incapacity
  • Care Fees
  • Inheritance Tax
  • Distribution
  • Needs & Costs
  • Settle, Discuss & Prioritise
  • Journey Signposting
  • Engage
  • Survey Report
  • What is an Update & Improve Full Skippering Meeting
  • Preparation
  • Introductory Refresh
  • Discuss the year gone by
  • Booklet
  • Review Existing Materials
  • Review Foundation Costs
  • Review For What? & One Offs
  • Review Reservoir Update
  • Update Working Plan
  • Discuss, Review & Agree an Investment Recipe
  • Review existing For What?
  • Top Down vs Bottom Up
  • What if Walkthroughs
  • Design Coaching
  • Schedule of Works Agreement
  • Mopping Up
  • Decision Management
  • What is an Update & Improve Engine Maintenance Meeting
  • Preparation
  • Introductory Refresh
  • Discuss the year gone by
  • Booklet
  • Review Existing Materials
  • Review Foundation Costs
  • Review Reservoir Update
  • Discuss, Review & Agree an Investment Recipe
  • Schedule of Works Agreement
  • Mopping Up
  • Decision Management
  • Upselling Full Skippering

“It’s a fantastic process that’s literally changed my life. I now have loyal clients who see ME as the real value to them rather than seeing me as a conduit to a financial product!”

Luke W

What is Lifestyle Financial Planning?

Lifestyle Financial Planning is a three stage process that puts the focus on your clients life and happiness, rather than their financial products. Here’s Neil to explain more…

“So what is lifestyle financial planning?” I hear you ask.

Well, it’s known by several different names.

Financial life planning. Lifestyle financial planning, sometimes financial planning.

But essentially it is made up of three core components.

The first one we all know and love, and that is called financial advice.

And financial advice is about arranging financial products for clients.

And unfortunately, it’s often done in isolation.

A client wants to know what is the best pension?

What is the best investment?

How can I save some tax?

And as a financial adviser, we can be all too eager sometimes to start telling them which fund or product is going to be best.

But if we were building a house and we went to the builders merchants and started asking, what’s the best brick? What’s the best beam? The builders merchant would say, show me the specification for what it is that you’re trying to build.

The overarching design of what it is that you’re trying to build.

And then I can tell you.

And if we don’t know that, the builders merchant can’t help us.

So as financial advisers, when a client comes to us asking for individual advice on individual products, what we should be saying is, “Before we do that, we need to do some financial engineering.” And that is what we call financial planning.

Financial planning is looking at what we’re trying to achieve and building cash flow models to test out different scenarios, do some great design work with the client to ultimately come up with an overarching financial plan within which will need relevant product recommendations.

But we can only do that if we’ve got that overarching plan.

But if the builders merchant sends us to the engineer and we ask the engineer for the specification, the first question they’re going to ask is,

“What are you trying to build?”

What does a great outcome actually look like?

And if we can’t answer that, then no specification can be made.

So where would you go?

The engineer would say, “You need to go and see an architect to help you creatively design what exactly it is you are trying to achieve.”

In human terms, how do you want to live?

How do you want to be?

What does this building need to do?

What purpose does it need to serve?

In financial planning terms, that is the life coach or a life planner.

So lifestyle financial planning is the combination of each of these three core services that go together to provide the client with a fantastic overarching design, with a clear outcome that’s based on human terms, a human objective, a human outcome for what that person actually wants their life and lifestyle to look like.

No matter what life stage we are in.

It’s not just about arranging financial products.

But the irony is, if you stop talking about financial products and start talking about coaching and planning work and walk the client through a fantastic service, that helps them develop these ideas and visualisations into a great lifestyle financial plan.

The more you do that, the more financial product business you can actually write If you choose to do so.

What’s not to like?

Stage 1
Life Coaching

Stage 2
Financial Planning

Stage 3
Financial Advice

“My fee billing has gone through the roof since I started using the PlanHappy Core Client Process. I’ve added millions in funds under advice which has increased my reoccurring income.”

Anthony P

Why should I deliver Lifestyle Financial Planning?

Benefits for your clients

  • They get REAL value added to their lives.
  • They can sleep at night knowing that everything is going to be OK.
  • They know that they have enough and more importantly ‘For What!’
  • They have a deep personal relationship with their adviser (that’s you!)
  • Their focus is on their life and happiness, not on investment markets.

Benefits for you

  • You get to really love what you do.
  • You have loyal clients that will never leave you.
  • You get higher fees and more referrals.
  • You have happy clients who see YOU as the value, not a financial product.
  • You actually transact more financial products – because you stop talking about financial products!

The better question to ask yourself is why shouldn’t you be delivering Lifestyle Financial Planning?

Financial products are a means to an end, not an end themselves.

Nobody talks about money on their deathbed. They talk about how much they’ve loved and lived and whether they lived the life that they wanted to.

Lifestyle Financial Planning helps you to help your clients achieve their best life.

Ask yourself, what gives me pride and fulfilment in what I do?

  • Convincing a client that your investment/pension/insurance is better than someone else’s?
  • Or coaching them to see what they REALLY want out of life and providing them a route map and plan that supports them to live their best life?

Hopefully that’s not too much of a dilemma for you!

But don’t forget it’s not only your clients that benefit from great Lifestyle Financial Planning. You get happier clients, paying you more fees, and staying loyal to you for a lifetime – what’s not to like?

Oh, and you get to go home proud and fulfilled every day, knowing you’ve really helped to change someone’s life!

“I love that my clients really bind to me through the process and we develop a deep relationship that transcends investment and financial products”

Jeay K

Custom Client Reports

The PlanHappy Core Client Process is unique because as well as an end-to-end, step-by-step client process for Lifestyle Financial Planning you also get access to bespoke Lifestyles Financial Planning report templates to support the client journey.

These visual and colourful report booklets dovetail with the client meeting process and reinforce all the visuals and analogies that you use in your client meetings.

This allows Lifestyle Financial Planning to go beyond great conversations and culminate in a tangible outcome that everybody can see touch and feel rather than a collection of images in people’s minds that often all differ!

Remember, Lifestyle Financial Planning is all about asking great questions. But that doesn’t help if you don’t know what to do with the answers…

The PlanHappy Core Client Process is unique because not only does it provide youwith the end-to-end, step-by-step, lifestyle financial planning processto use with your clients.

It also has the supporting client reports and booklets to use as part of that process.

One of my frustrations was always that having delivered what I thought was a superb presentation to the client, converting them from technical matters onto great lifestyle financial planning.

Off that dry, dull product-based chat, onto human outcomes, human objectives and really getting them to buy into the lifestyle financial planning way.

All I could go back with, report wise was a very dry, compliance led product focus report produced by my research software, or back-office system.

So the PlanHappy lifestyle financial planning reports are designed to be colourful, visual, and most of all support the process of lifestyle financial planning by putting the humanness first.

And it starts with the Outline Sketches booklet.

This is the first stage.

If we look inside the booklet, you can see that we are using this as part of the coaching and planning work.

To gather information, not only about our client’s assets and materials, but also and primarily their life, their “for what?”. What exactly is it that we want to do?

And we want to capture this and put it front and centre in a booklet that champions that human outcome.

We’re going to follow that through into the numbers so we could work out what ‘enough’ looks like for that particular life and lifestyle that the client desires.

And then colourful images ,like the Stream & Reservoir, which is a core concept that we use throughout the process.

And then on to that all important cash flow modelling. And it supports Voyant and Truth and CashCalc, whichever system you happen to use, it matters not.

The point being that during this stage of our work, we’re expanding our client’s mind.

We’re trying to stretch their mind into different areas, to look at different opportunities and ideas for their life and lifestyle that they may not otherwise have considered.

So like an architect producing a series of initial hand-drawn outline sketches, this booklet is designed as an aid to the financial planning process, and only towards the end do we start lightly looking at things like investment recipe and platforms because we’re just doing a bit of preparation work in our client’s mind for when we get to that point.

Moving on from the Outline Sketches we have the Working Plan, and this is a follow-on report that just builds on those outline sketches but brings them in to a working plan that was something that could be actually implemented.

So again, it’s visual, it’s colourful, it has the humanness at the core of the document, and these are designed to be cumulative. That is tightened up.

Information is added as we move through that process of the planning and coaching because things should change.

But as we get to those stream and reservoir analogies we start to put a bit more detail on those.

We’ve only got one sketch obviously, one cash flow model, because there’s only one plan.

And then again, starting to pull that extra detail on investment recipe, attitude to risk, asset allocation and how platforms might work for any investments or pensions that need managing.

And the all important schedule of work, that list of financial advice transactions that are required in order to facilitate the financial plan that will facilitate those human outcomes.

So this report is then followed up by the next stage, which is the all important Protect, because once we’ve built the plan, we want to support the client in protecting it in terms of insurance and estate planning.

Now, whether you do those in-house or you refer them externally, or use the PlanHappy Protect Services to do them.

The Protect Survey booklet provides your client with an easy-to-follow guide that walks them through those key documents that they should be thinking about, namely a lasting power of attorney, care fees planning, particularly in relation to properties or savings or pensions and ways to ensure that they remain protected.

Wills and intestacy and inheritance tax and all of those myths that go along with that.

Again, this booklet is designed to be readable, informative, and user friendly and supporting that lifestyle financial planning process.

And of course, once we’ve done that, we build the plan.

We’re going to be holding the client’s hand, hopefully for many years to come. In the final stage, which we call the Update & Improve, because that’s what we should be doing each year.

Yes, we’ve got to update, but we also want to be improving.

So if we look inside this document, you’ll be familiar now with the structure.

It is again building on the work that we’ve already done using those analogies and concepts that we’ve worked so hard to get into the client’s mind.

And again, providing them all the information along with a reservoir update the new information that comes each year in the same format that they’re used to.

So that it really resonates with that lifestyle financial planning process and the client has that sense of continuity from your service year in and year out.

Now, these booklets can be produced using the PlanHappy Portal, and that does it automatically for you.

Very quick, very simple, very easy.

If you use a PlanHappy Portal as your back-office system, but fear not if you don’t, if you use a different system then provided within the course of the Core Client Process is also Word templates for all of these reports.

So you can simply create them yourself on your desktop, convert them to PDF and print them out.

So you’ve got fantastic reports to use throughout your process.

So, how does it work?

Simple, it’s all online and available at the touch of a button.

The PlanHappy Academy is available via the PlanHappy Portal. Once you’ve signed up you can access and free trial and purchase any of the available courses.

Here’s a short video showing you how it works…

“So how do I access this content Neil?”, I hear you say.

Well, you’ll be glad to know it’s all online and available at the touch of a button.

Let’s have a look…

The PlanHappy Academy is available via the PlanHappy Portal, which is a free case management system that is available to all.

Inside, you can preview and purchase any of the available courses which are supplied to you via a series of modules.

Each module has a video giving you detailed instructions on what to do and an accompanying text guide.

If you complete the optional assessments, then this will feed through into the CPD system and you can even import CPD from external sources.

So you have a single record of all your continuing professional development.

The Academy can be accessed via desktop, mobile or tablet ensuring that you have access to the content in whatever format suits you best.

Testimonials