The National Association of Insurance and Financial Advisors





Cd includes planning templates, budget worksheets, sales planning sheets and so on and so forth.

NAIFA Member Price: $29.71




The One Page Business Plan, Financial Services Edition

An Interactive, Self-Study Planning Guide with Downloadable Files and Bonus Tools

This is the no nonsense book that industry leaders are raving about! It radically changes how business plans are written. This book guides you step by step through an assessment of your business or practice and then gets right down to the business of creating a very clear, precise and actionable plan… on a single page. The downloadable files include templates, worksheets, budgets, calculators and practice builder tips and techniques. (Regular price $34.95) Read More

Special 15% Discount for NAIFA members along with FREE SHIPPING anywhere in the US!

"My rookie year as a financial advisor and single mom was tough. I made only $13,000. Last year I earned $250,000. I attribute my success to having a One Page Business Plan for the last three years. I couldn't believe that something so simple could make such a difference. I love my One Page Plan!"

Cheryl Rebottaro, Financial Advisor,
Morgan Stanley Smith Barney, Santa Cruz, CA


Disciplines of Success™

The "From Rookie to Rockstar" Exercise

There is a predictable, proven pathway from being a rookie advisor to becoming a top producer. This One Page roadmap will help you assess where you are today and what you must do to reach the next level of success. It's a great exercise to do with an associate, your sales manager or even your entire team!

Download the free PDF now

NAIFA Member Price: $165.75

Point, Click, Plan!™

The Fastest, Easiest Way to Write a Business Plan

This interactive web planner is designed to help you create a compelling first draft of your plan in just 90 minutes. It contains everything you need to craft a One Page Business Plan in far less time compared to any other “conventional” planning process. Includes web-based eLearning and ePlanning guide. Complete your plan online, then export to MS Word or Open Office. Access to Point, Click, Plan! is limited to 90 days. Read more about Point, Click, Plan! (Regular price $195.00)

Special 15% Discount for NAIFA members. Includes instant access to the system!

"The One Page Business Plan is a must for all financial advisors and field leaders! This process helps an advisor clearly describe the practice they want to build, define the “critical few” objectives that need to get done and most importantly why they are doing what they do. If you want to get farther, faster, this is the tool to use!"

Edward Deutschlander, CLU, CLF
Executive Vice President, North Star Resource Group
President GAMA International 2007 - 2008

NAIFA Member Price: $760.75


Blueprint for Growth™

Private 1:1 One Page Business Plan Mentoring Service

Want help writing your business plan? Need to get it written in a hurry? With the Blueprint for Growth program you create a draft of your plan using Point, Click, Plan! In 90 minutes and then get three (3) private one-hour mentoring sessions by an experienced industry professional.Read More (Regular price $895.00)

Special 15% Discount for NAIFA members. Includes instant access to Point, Click, Plan!

“If you want your sales team to get moving, get your management team going first! With a plan that sets comprehensive goals AND tracks them through completion, there is no excuse for not-doing. In three one hour sessions with my One Page Business Plan mentor, I have created a crystal clear blueprint for my business that has me and my team re-invigorated and closing business. This is truly activity-driven results delivered!”

Amy Salo, VP Sales & Financial Advisor
Wealth Advisory Group, LLC, New York, New York