We help people learn how to transition into retirement.

My Game Plan Testimonials

Want to use our questionnaire?

This is how it would look once embedded onto your website. Book in a call with Nick to get started with this free option.

Want to take a deeper dive into retirement with your clients?

Program Overview (4.5 hours CPD):

This program teaches financial advisers how to use My Game Plan and the Retirement 2.0 tools to add new value to clients and attract new ones. Upon completion you get emailed a CPD certificate (4.5 CPD hours). The program workbook and 6 easy to follow videos teach you how to:

1 - Add a new kind of 'non-financial' value to your clients

2 - Use our Retirement 2.0 ebook, film and tools to educate your clients

3 - Build your own Game Plan

4 - Sign up your clients to My Game Plan (using discounted price tickets)

5 - Debrief My Game Plan with clients

6 - Use our marketing tools to attract new clients.

You'll get free access to complete My Game program yourself plus 1 x $197 My Game Plan ticket for a client. By selling the ticket, the program cost is ZERO.

If you're unhappy with the program, we offer a 24 hour refund guarantee.

Retirement 2.0 Adviser Tools

This program helps financial advisers and accountants learn how to use Retirement 2.0 tools with existing and new clients. You get access to My Game Plan for yourself, PLUS 1 My Game Plan coupon ($197 value) to sell to your client. This program gives you 4.5 accredited CPD hours (AIOFP).

You pay $197. Includes $197 ticket to sell to client (so it will cost you zero).

This training program gives you 4.5 CPD hours (AIOFP).

Retirement 2.0 Adviser Tools is accredited by Association of Independently Owned Finance Professionals (AIOFP) for 4.5 hours Continuing Professional Development. Code AFPCP24A21011. CPD category - Client Care and Practice. Competency - Specialist Knowledge. You'll be emailed a certificate on completion of the program. You can watch 2 lessons from the program here, which explains all about Retirement 2.0 and the wide range of tools you can use with your clients.

Download the ebook here

Trusted Advisor for 20 years.

Nick Freedman has created and taught over 100 personal and leadership development programs from global brands to small businesses. He now partners with leading financial advisors all around the world. Connect on linked in here.