14 Value Additions

Level 1

Level 1 services are basic services that 60% of advisors or product distributors can provide. These advisors / product distributors lack technical financial planning knowledge and focus solely on sales. The majority of these services or products are offered at a discount by new age technological service or product providers. The information or knowledge provided by these advisors is available to the public on the internet. Despite years of experience in the same field, they may not have scaled the products, knowledge, or team size. In fact, newcomers who do not advance may leave the field after 3 to 4 years of experience. They work as an employee for years and never advance to the level of entrepreneur. They are always focused on the products they sell and do not take a holistic view of your life circumstances, or they do not understand how the product/service they pitch fits into your financial life.

Buy Now