We’re Traveling Across Canada Spring 2017- Join Us For A Workshop
This Spring we’re travelling across the country to connect with new financial professionals in Ontario and British Columbia. The workshops themselves offer great value. With changes in CRM2 regulations, it’s becoming increasingly important for advisors to be able to differentiate themselves and offer true value to clients.
Money Finder CEO , Stephanie Holmes-Winton, hosts these workshops. Holmes-Winton is the author of two books on spending and debt, and she regularly appears on television with her own financial segment. Her writing has been featured in The Globe & Mail, The Financial Post, Advisor.ca, Golden Girl Finance, Yahoo Finance Canada, and in most major papers from coast to coast.
Holmes-Winton had a successful decade-long career as an advisor before discovering that her true purpose was to make Behavioural Cash Flow Planning™ a standardized process in financial services. Upon this discovery, she sold her book of business and began to share her expertise in Behavioural Cash Flow Planning™ with equally passionate financial professionals.
A great advantage of the Certified Cash Flow Specialist™ Designation (CCS) is that all of the modules, tools, and Cash Flow Planning Software™ can be accessed anywhere, anytime, because all of the training is offered online. Professional development has never been easier!
The online nature of the training greatly benefits the CCS™ community as a whole because like-minded financial professionals enrol from across the country who want to make a difference in the lives of their clients.
One of the differences between the CCS™ and other financial designations is that the CCS™ offers advisors the opportunity to connect without the risk of competition (because they’re in different provinces) to learn from each others best practices. The CCS™ community meets during monthly coaching calls, live workshops, and annually for our big symposium in September.
Want to learn how you can boost your revenue and referrals while truly helping to fund your clients’ dreams? Join us for a live workshop in a city near you!