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Module 0. Access and Orientation

Password

Welcome to F3

License Agreement

How to Move Through This Course

About the Examples in This Course

The Client's Numbers Are the Client's Property

Module 1. Where F3 Sits

From Data to Meaning

Where F3 Comes in the Sequence

The Three Steps, and What Each One Produces

What "Bandwidth" Means and Why You Are Looking For It

Module 1 Quick Check

Module 1 Wrap

Module 2. Confirm the Numbers First

Nothing Happens Until the Numbers Are Agreed

Confirming the Income, and the Bookmark

Why You Re-Confirm a Number the System Already Has

When the Number Changes Mid-Meeting

Accept, Note, Decide, Continue

The Bookmark, and How to Store It

Module 2 Quick Check

Module 2 Wrap

Module 3. The Formula

Four Buckets, One Picture

The 30/30/30/10 Split

The Four Buckets

Why You Present It as an External Standard

Why the Formula Travels

Module 3 Quick Check

Module 3 Wrap

Module 4. Red, Rent and Housing

Starting With What Cannot Move

The Red Bucket

Why Red Is Red

The Munich Reality, and When to Accept a Number

Money Does Not Have Emotion

Module 4 Quick Check

Module 4 Wrap

Module 5. Yellow, Living Expenses

The Bucket Where the Meeting Gets Real

The Yellow Bucket

Pausing the Meeting

How to Deliver a Hard Number

The Six-Pack Analogy

Thanking Them for the Honesty

Module 5 Quick Check

Module 5 Wrap

Module 6. Green, Savings

Where the Portfolio Gets Built

The Green Bucket

Green Is Where the Plan Comes From

Where Are You Saving

The Three Questions

The Comparison Tool and the Zero-Cost Alternative

Why the Cost Argument Is the Strongest One You Have

Black on White, Not Talked Through

Module 6 Quick Check

Module 6 Wrap

Module 7. The Ten Percent, Protection

The Bucket Everyone Forgets

The Insurance Question

What Belongs in the Ten Percent

The Legal Insurance Case

The 360 Degree Package

Recommending Without Selling

Module 7 Quick Check

Module 7 Wrap

Module 8. Closing the Catch-Up

The Close Decides Whether Any of It Happened

Homework, Both Ways

Two Homeworks, One Plan

Booking Before the Flow Dies

Why the Slot Gets Booked in the Room

What the Next Session Delivers

Module 8 Quick Check

Your Certification Task, Run F3 on Yourself

You Are Ready, Take the Certification Exam

Are you ready to transform the way you conduct financial meetings and guide your clients toward true financial freedom. Welcome to "Mastering the F3 Catch-Up Meeting for Financial Freedom," a comprehensive course designed specifically for financial advisors, planners, and coaches who want to streamline their client catch-ups and deliver actionable, life-changing results.

Learn the F3 catch-up the way Leo runs it, from confirming the numbers to the next session booked in the room.

$ (USD)

Are you ready to transform the way you conduct financial meetings and guide your clients toward true financial freedom? Welcome to "Mastering the F3 Catch-Up Meeting for Financial Freedom," a comprehensive course designed specifically for financial advisors, planners, and coaches who want to streamline their client catch-ups and deliver actionable, life-changing results. The F3 (Financial Freedom Formula) methodology is built around a powerful, easy-to-understand 30/30/30/10 split that categorizes a client's finances into four distinct buckets: Red (Housing and Fixed Costs), Yellow (Living Expenses), Green (Savings and Wealth Building), and the often-forgotten Ten Percent (Protection and Insurance). In this course, you will learn exactly where the F3 meeting sits in your client journey, how to transition from raw data to meaningful financial insights, and why confirming the numbers first is the critical foundation of any successful meeting. We will guide you step-by-step through each of the four buckets, teaching you how to handle emotional money conversations, deliver hard truths using relatable analogies, and present savings and insurance recommendations without sounding like a salesperson. Finally, you will master the art of closing the catch-up meeting, assigning two-way homework, and booking the next session before the momentum fades. By the end of this program, you will be fully equipped to run the F3 framework on yourself and your clients, culminating in a certification exam that proves your mastery. Enroll today and revolutionize your financial advisory practice!

F3 Formula - Activation

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            <p>Mastering the F3 Catch-Up Meeting for Financial Freedom is designed to transform how you guide clients from raw financial data to profound, actionable meaning. In the realm of financial advising, the catch-up meeting is the critical juncture where numbers are agreed upon and the true bandwidth for wealth creation is discovered. This course provides a systematic approach to navigating these high-stakes conversations, ensuring that every financial figure is confirmed, bookmarked, and utilized to build a robust foundation for your client's future. By removing emotion from the money and relying on objective, external standards, you will learn how to facilitate discussions that are both honest and highly productive.</p>

<p>Throughout this comprehensive training, you will be introduced to the powerful 30/30/30/10 split—a four-bucket formula that categorizes a client's financial life into clear, manageable segments. You will explore the Red bucket for fixed housing costs, navigate the often-challenging Yellow bucket of daily living expenses, and strategize within the Green bucket to build a formidable savings portfolio. Furthermore, the course sheds light on the frequently overlooked ten percent protection bucket, teaching you how to recommend essential insurance without relying on aggressive sales tactics. Finally, you will master the art of closing the meeting, assigning mutual homework, and seamlessly booking the next session, culminating in a final certification task where you will apply the F3 framework to your own finances.</p>
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