Helping Financial Planners & Advisors Consistently Reach A 7 Figure Annual Income With Less Stress And More Free Time.

When Your Financial Planning Practice Has Hit The Ceiling And You Need Help To Breakthrough It.

We have to remember the most important thing we have in business is our time, the next most important thing is to learn from our mistakes or better yet learn from others, it’s cheaper!  What Wesley Forster has developed over the last 38 years is a repeatable system that you can implement into your practice right now.  A system to generate leads, engage new clients, prepare amazing financial plans, review progress, and most importantly nurture and maintain relationships.  Wesley will provide group coaching for Individuals, Mutual Fund Dealers, Life Insurance Companies, and Managing General Agents; providing you with all the tools, and resources required to generate the kind of results that are envied in the industry.

Testimonials.

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Charlene Woit
Insurance Broker & Wealth Management Specialist

You will absolutely get value from taking this course with Wes. Wes takes all of his years' worth of experience and shares it with you to grow your practice into something very detail oriented, that every single advisor should be doing for their clients. Wes has shown me new investment strategies, as well as a repeatable process that I can implement within my office to offer my clients the complete financial planning experience that they deserve. I look forward to continuing to learn from Wes in the years to come.

Derek Schaefer
Financial Advisor, Northern Asset Management

With Wes, you definitely get what you pay for. At this point, I’d say we’ve gotten even more than what we’ve asked for. He’s helped put in repeatable systems that guarantee every client experience has the same groundwork and can be built up from there

Warren White, B.A Econ
Operations Manager, HSI Financial Group Inc.

I have been fortunate to work with Wes for over 25 years. He has built a thriving financial planning practice and can offer a wealth of knowledge to anyone looking to take their business to another level. Wes’ vision and perspective on how to properly grow a practice while continuously providing unparalleled service to clients is both unique and incomparable. His guidance, insight, and leadership have provided the foundation for our business success, and I look forward to our continuing association!

Clay Lindsay
Owner, Lindsay Financial Solutions

In working with Wes I have been able to add a more structured approach to my business. I am implementing a repeatable process for both my associate and myself to follow with clients and each other internally. This has improved our efficiencies and our interaction with our clients. Wes has also helped us improve our knowledge base and provided additional ways that we can better serve our clients. We now have more structured conversations and communications with our clients starting with an initial meeting, a red carpet rollout, and a financial checklist to make sure that we have touched on everything with our clients. The clients are seeing the added value that we are providing for them and it is opening up additional opportunities with our clients and it’s making us more referable.

Devon Cheema, B.B.A
Financial Strategist, HSI Financial Group Inc.

We’ve experienced accelerated success as a result of Wes’ coaching. With Wes’ 38 years of experience, he’s just about seen it all, and being able to receive coaching from someone with that much experience allows you to grow at a rate you simply wouldn’t be able to if you went about it on your own. His ability to look at everything from all angles. Wes can look at the “whole picture” from 10,000 feet up but he also sees the extreme details and ensures nothing is overlooked. This applies to everything he does (running a business, reviewing client plans, etc.)

Blake Carruthers CFP, B.A. Math
Financial Strategist, HSI Financial Group Inc.

With over 38 years of experience, Wes knows what good clients want – great service and solid financial planning. He’s helped us achieve both while putting us in a strong position to continue growing. Wes has taught me how to be relentless, yet respectful in pursuing new business while producing quality leads from existing clients. A master of the seminar, Wes has something to offer every financial planner or advisor when it comes to communicating your value to the clients that drive your business.

Andrew Owsiak, B.A. Sociology
Client Services Manager, HSI Financial Group Inc.

Wes has an extensive knowledge base that goes far beyond investments. After working with Wes, I have learned how all the different aspects of a financial plan work together. He has taught me that, although important, there is much more to financial planning than investments. The detail and effort Wes puts into a client’s plan are second to none and he leaves no stone unturned.

Craig Jensen
Advisor, Next Level Insurance

I was working towards continuous improvement, but Wes sped up that process by transferring years of valuable industry experience. The greatest value I got out of working with Wes is understanding the value that an advisor can provide to clients by offering an all-encompassing experience that is not found in the industry at such a high level

This is an exclusive coaching program with limited spots available

Meet Wesley.

What Wesley has created in his 38 plus years in the financial planning industry is a very successful multi-million-dollar revenue practice HSI Financial Group.  He continues to work in his practice so everything he coaches is current; you will learn very quickly the details that are required to achieve the same amazing results.

Wesley truly enjoys watching others succeed whether it’s his clients or colleagues in this industry, hence his desire to pass along his experiences to help others learn from; you could say “the good, the bad, and the ugly.”  Unfortunately, one very important thing he has learned throughout his career is that no one is out there to train financial planners and advisors on how to run a perfect practice.  The best we can expect is piecemeal ideas and concepts, whereas he will unwrap every aspect of running your successful financial planning practice.

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My Approach.

I work with financial planners & advisors to help them create client-centric experiences through a structured and proven process. Unfortunately, our industry is becoming focused on gathering assets and selling products, although this is necessary it should never be the main focus. The client believes they are getting a financial plan when in fact they are ending up with an investment plan or insurance products that again are necessary but don’t complete the financial planning process. Worse yet, they don’t know what they don’t know. This becomes dangerous not only for the client and their family but also for the advisor exposing them to unnecessary liabilities. The client deserves more. This becomes a win-win situation. The client wins because they receive an amazing financial plan which exceeds their expectations and they become your raving fan, the financial planner or advisor creates a very profitable practice, and the regulators love you.

Working with The Perfect Practice you will learn:

  • How to create structure and organization within your business
  • Shift from working in your business to working on your business
  • Increase your revenue
  • Immensely Improve your customer experience
  • Create a vision for your business
  • Access to tools to help you

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The Process.

Access to Extensive Tools and Resources

Review Your Business Activities

On-Going Weekly Coaching

Business Cycle.

Your Practice. Your Passion Podcast.

Every financial advisor and planner aims to increase their yearly revenue by two to three times. But, that’s only possible once you build your practice from the A all the way to the Z. Welcome to Your Practice, Your Passion with Wesley Forster, coach at The Perfect Practice. In this podcast, Wes helps you develop your firm faster than you thought possible, which translates into saving you money and time. Remember, if you can't do it for yourself, you can't do it for others.

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Adding to Wesley's resume, Wesley wrote the book Know You Can: No More Excuses How to Become Financially Fit in 90 Days. This, in addition to numerus other publications he has written, provides valuable resources that are a part of your coaching experience with The Perfect Practice program.

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