For Financial Advisors

2011 Toronto - Vancouver - Calgary - Halifax

Set yourself apart from your competition and help your clients find the money to fund their financial plans. Learn how simple techniques that clients can continue on their own can change everything.  Whether you want to grow your practice, maximize it's value or polish it up to sell this program is for you! Read more....

Successful Bootcamps in 2011

Toronto - SEPTEMBER 26th

Vancouver - OCTOBER 21st

Calgary  - OCTOBER 18th

Halifax - NOVEMBER 8th 

INTERESTED IN ATTENDING A BOOTCAMP IN 2012 Get on the list and don't miss out!

Debt & Cash Flow Management Certificate Course

This course focuses on the relationship an advisor has with a client who is contemplating taking on debt or is struggling with debt. The student will learn how to help the client set realistic expectations, prepare sample client service agreements, identify actions the client must focus on, discuss back up plans for short-term changes and help the client keep on track.

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Workshop: Creating the High Net Value Client

Stop letting some of the most valuable assets slip right past your radar. Learn how to enhance your business by identifying, attracting and retaining HNV clients. HNV clients don’t always look like the major clients they really are. To reveal their hidden wealth you must work with their debt and cash flow as well as investable assets. Stephanie Holmes-Winton will lead financial professionals of any stripe through the 5 crucial steps needed to cultivate these HNV clients. By discovering how to work with both sides of the balance sheet, you’ll discover what’s really on your clients’ mind when it comes to their money. Become the HNV advisor you really are! Read More