Advisor Bootcamp!

The Money Finder Bootcamp Pilot Program was a great success! Now the program has been refined and is ready for 2012 Bookings!

 Do you want to discover a whole new way to think about cash flow and help your clients find their wealth? Submit a Money Finder Bootcamp Information Request Form to avoid missing out on the next session in your area! 

Special Pricing available for group bookings with a minimum of 10 advisors 

 
 Cancellation Policy: No cancellations, refunds or changes accepted for The Money Finder Bootcamp once registration is paid. You may send another advisor in your place if you are unable to attend or transfer your attendence to another pilot bootcamp if there is space.

THE MONEY FINDER
Stand out from your competition and find the money so clients can fully fund their financial plans!
 
When you leave this bootcamp…
  • YOU will be able to improve client cash-flow using simple, effective and proven solutions so that clients can manage on their own!
  • YOU will know how to help clients re-capture and harness cash-flow wasted on inefficient debt solutions.
  • YOU will know how to help establish rapid debt repayment while they grow wealth at the same time!
  • YOU will know how to use the software and tools available today to maximize time efficiency when integrating debt and cash-flow advice in to your practice!
  • YOU will be more likely to increase the frequency of the discussions your clients have with their friends and families about your services
  • YOU will be able to integrate the use of all-in-one accounts into your practice and you knew how to mitigate concerns about clients over-spending and future management.
  • YOU will be able to integrate spending and debt in to your reviews adding little time but huge value!
  • YOU will streamline your working process with lending professionals.
Debt & Spending Advice can help you…

  • Attract more referrals.
  • Build your reputation.
  • Increase your value per client household.
  • …and much more.
Who should attend… Financial Advisors who:

  • Are still growing their practice or looking to increase revenue from existing clients.
  • Want to maximize their practice value and refine their planning process in preparation for sale in the next 5-10 yrs.
  • Strive to set their services apart from their competition while simultaneously increasing their bottom line.
  • Own businesses which are commission based, fee-based or fee-for-advice.
  • Are looking to shake things up after many years in the industry.
Sound like you?  Read on…
 
Workshop includes….

  • Six (6) hours of intense and interactive training by the original Money Finder – Stephanie Holmes-Winton.
  • A workbook covering all exercises and topics for this full session.
  • Starter kit including: 1 hard copy and follow-up pdf. file of questionnaires – so you can learn to open the conversation, data collection forms, a sample letter of engagement, examples of presentations and reports, review check lists, etc.
  • Access to one on one follow up coaching after the boot camp, to support the integration of your new skills.*
  • Access to The  Money Finder Class (monthly webinar series starting Jan 2012)**
  • A copy of “Defusing the Debt Bomb” will be sent to you upon registration. (If you’ve already got a copy we’ll send a copy to a friend for you.)
  • A signed copy of “$pent”
*additional charges apply coaching only available to bootcamp attendees, space is limited
**additional charges apply Money Finder Class only available to bootcamp attendees, all former attendees are welcome on an on going basis
Do you want to know just what kind of client The Money Finder works with on the average plan including debt and cash-flow advice?

The average client looks exactly like this:

  • $750,000* net worth
  • $458,000* invested assets
  • Couples and singles
  • Well educated
  • Ages 50-54
  • Home owner
  • $5000*/yr insurance premiums ($20,000*/incl DI)
  • $120,000* /yr income

*Averages dominated by cases based in Atlantic Canada but includes a statistically significant sample from across Canada from The Money Finder planning cases.

 
These sessions are meant to be intense and valuable development opportunities for the advisors who attend.  I want to help you find far more money than this session costs.  For that reason the groups are kept small and space is limited. Don’t miss out – reserve your space todaysholmes@themoneyfinder.ca

2012 Bootcamps COMPLETED!

Halifax – April 16

Halifax- April 26

Barrie ON – May 4

 

2011 Bootcamps COMPLETED!

Toronto – September 27

Calgary – October 18

Vancouver – October 21

Halifax -November 8

Oakville ON – Dec 2

Want to host a Money Finder Bootcamp in your area to meet your schedule?Email Stephanie.

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