Get the Behavioural Cash Flow Planning Webinar
- Deep Dive into a Real Behavioural Cash Flow Planning Case Study
- Learn how to structure your financial practice to boost revenue and free up time while attracting only your ideal client.
- Learn how to ensure you have your clients’ entire financial picture and how to guarantee they’ll implement their financial plan.
- Examine the flaws of budgeting; learn what does work and how to give your clients more life from the money they have.
- Learn how to prove your value to clients by helping them harness their cash flow.
PRESENTED BY STEPHANIE HOLMES—WINTON
Stephanie is CEO of The Money Finder and creator of the Behavioural Cash Flow Planning System™ and The Certified Cash Flow Specialist™ Designation. Holmes-Winton is the author of two books on spending and debt, and she regularly appears on television with her own segment, “Money Matters.” Stephanie 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. She morphed her vision into a software and online education company in 2013, and the company has experienced triple-digit growth year after year, ever since.