Join us for a workshop

Live Behavioural Cash Flow™ Planning Workshop across Canada! Free Spring 2017

 

We are so passionate about financial literacy that this season we are offering our Behavioural Cash Flow Planning™ Workshop for FREE! ! All past workshops have cost attendees $97 to register. This year we’re offering the same great information hosted by Stephanie Holmes-Winton, only at no cost to you!
Your Educational Component Includes:
  • 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 an easy way to keep your clients from hiding financial details from you, without making them, or you uncomfortable.
  • Learn how to attract ONLY your ideal client, close cases and win business faster and more predictably, boosting your revenue and freeing up time.
  • Learning how you can differentiate your practice and easily boost your marketing efforts
  • 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
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
WHEN YOU CAN PROVE YOUR VALUE TO CLIENTS BY HELPING THEM HARNESS THEIR CASH FLOW, YOU’RE MORE LIKELY TO RECEIVE REFERRALS!

 


Oakville, ON

20 Apr

Hilton Garden

2774 S Sheridan Way

7:45am - 12:00pm

FREE!

Regular Price $97

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Vancouver, BC

29 May

Hilton Vancouver Metrotown

6083 McKay Avenue

7:45am - 12:00pm

FREE!

Regular Price $97

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Included with your Workshop Registration
ALL NEW CASHFLOW TOOLS - FREE!
EXCLUSIVE CASHFLOW WORKBOOK
A copy of $pent
9 ADDITIONAL BUSINESS BUILDING WEBINARS