Sign-up for a FREE Cash Flow Planning™ Workshop

Financial Advisors & Mortgage Professionals learn how to prove your value to clients by helping them harness their cash flow.

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Your Registration Includes:
  • Morning Workshop 7:45 a.m. – 12:00 p.m.
  • Hot Breakfast
  • A Copy of $pent by Stephanie Winton-Holmes
  • All new Cash Flow Tools
  • Exclusive Cash Flow Workbook
  • 9 additional Business Building Webinars
  • The opportunity to network with like-minded financial and mortgage professionals.
  • 3 CE Credits
Your Educational Component Includes:
  • Learn an easy way to keep your clients from hiding financial details from you, without making them, or you uncomfortable.
  • Learn how to leverage your clients’ short-term dreams, like a kitchen renovation to make it easier for them to find the money to fund their financial plan.
  • Learn how to attract ONLY your ideal client, close cases and win business faster and more predictably, boosting your revenue and freeing up time.
  • Learn why Behavioural Cash Flow Planning™
    • is NOT budgeting
    • gives you a way to accurately  measure your value (and)
    • will save you hours of wasted time, with the wrong prospects
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Register for a FREE Cash Flow Planning™ Workshop