The Money Finder Bootcamp Canada
|WHEN:||ON DEMAND get training when you want, where you want!|
|WHERE:||Whereever YOU are!|
|INVESTMENT:||$499.00 + HST|
Not Sure About it just yet???
Fill out our Opportunities Assessment and get your FREE Opportunities Report & Consult today! 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 in 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!
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, which includes over 5 modules,plus a sample plan for Real Life
- All scripts, communication templates, tools and worksheets and a template for cash flow plans
- 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