Understanding Your Clients Money Mindset

Everyone has a different perspective of the world. Yet, these perspectived can be groups into similar points of view. This is true about the perspective of money as well. This presentation delves into the 7 types of Money Mindsets. This exercise allows you to define your money mindset, your clients money mindset, and understand why it is easier to deal with some clients over others. This real world presentation give you a new set of tools to guide your approach to helping your clients among the different money mindsets. Full presentation time: 1h 2m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Financial Planning credit * Advocis - 1 IAFE Approved credit * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Understanding Your Clients Money Mindset
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Stephanie Holmes-Winton

Stephanie is the CEO and Founder of. The concepts that CacheFlo’s products are based on were developed during her decade working as an independent financial advisor from 2001-2011. She then sold her practice to take her concept and start a training program for other advisors. In 2013 Stephanie launched the Certified Cash Flow Specialist designation program (qualifies for 31 FP Canada-Approved CE Credits). Soon after came the original version of the professional cash flow planning software. Stephanie has written two books on spending and debt, “Defusing the Debt Bomb” and “$pent”. Stephanie has also been a regular contributor in media, including CBC Radio and CTV, and her advice has been featured in publications from coast to coast.