THE MONEY FINDER
When: ON DEMAND get training when you want, where you want!
(see registration for all 5 module dates and times)
Where: Where Ever YOU are!
Investment: $399.00 +HST
Not Sure About it just yet???
This program when delivered live was accredited for 6 CE Credits and an application will be submitted for CE credits upon completion of all Online Sessions on February !!!
Attend this online session and learn how to…
- Quickly gather debt and cash flow information pre-appointment
- Use my proprietary Cash Flow Management Process NO BUDGETING
- Find the funds to get your clients to retirement, and ensure they allocate the funds to insure themselves
- Build a plan, which will find hundreds of thousands of dollars per client and attract more just like them!
Who should attend…
- Advisors who want to stand out from their peers
- Advisors who want their clients to tell everyone about their services!
- Advisors who want to increase referrals, grow their practice, and increase the value of client households
- Advisor who are willing to add NO MORE THAN 1 hour to the initial process, and 15 minutes to reviews in exchange for significantly higher profit per client and increased referrals
- Advisors who want the phrase “I can’t afford it” out of the insurance and investment conversation!
Sound like you? Read on…
Online Program includes….
- 8 hours of intense and interactive online training by the original Money Finder - Stephanie Holmes-Winton.
- A workbook covering all exercises and topics for this 8 hours of training over 5 modules including a sample Plan For Real Life.
- All scripts, communication templates, tools and worksheets and a template for cash flow plans
- Access to The Money Finder Class*, an online seminar held once a month all year long covering addition concepts and ideas for debt and cash flow management.
- Access to The Money Finder Coaching Program* offering additional educational support options.
- A digital Copy of Defusing the Debt Bomb a guide for financial advisors on debt and cash flow management.
- A copy of “$pent” **a book that will help support your new skills and make sure your clients can be part of the solution
- A follow up group coaching call to answer all of those burning questions the come up AFTER bootcamp
*Money Finder Class & Coaching are ONLY available to bootcamp attendees and are at an additional cost
** Shipping in Canada $3.50 additional shipping costs may apply to books shipped outside of Canada.
Want to host a LIVE Money Finder training in your area to meet your schedule? Email Stephanie.