Are You Prepared for CRM2?

The final phase of CRM2 regulations is underway. Compliance deadline is July 14, 2017

CRM2 Survival Tool Kit

Many financial professionals feel overwhelmed by the need to clearly communicate and define specific changes for their clients.

Not to worry! This is a great opportunity to welcome greater fee transparency and prove your value.

Register for our free CRM2 kit to learn:
  • Your clients’ perception of product advice vs. financial advice
  • Your clients’ perception of value vs. cost
  • How to show clients a true measurement of your value
You Will Receive
  • 20-minute training video detailing the impact of CRM2
  • Your very own CRM2 Survival Kit PDF
  • Value of Advice Checklist – to help organize your thoughts on the value of all the services you currently provide
Fill out the form to get your kit! >>

Stephanie Holmes-Winton

Stephanie Holmes-Winton is CEO of The Money Finder and creator of the first nationally accredited Cash Flow Planning™ Designation, The Certified Cash Flow Specialist™ Designation. The CCS™ is a program for financial professionals to enable their clients to harness the power of Cash Flow Planning™ and make the most out of the money they already have. In other words, The Money Finder training funds clients’ dreams!

Get your free

CRM2 Survival Kit