Accelerating Client Wealth and Your Assets Under Management

Client cashflow is at the cornerstone of every piece of a financial plan that we recommend to our clients. Unfortunately, we live in a society where people spend every dollar they make, and then some every month. The problem is not their income... it is their spending. This presentation examines a way to get your clients to make little changes by following financial recipies, one at a time, and without making any lifestyle sacrifices. Never say "Switch from Starbucks to Tim Hortons" ever again. The result of this practice is an significant increase in your clients cashflow to put toward their financial plan and long term goals. Your reward is way to accelerate your assets under management. 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 * MFDA - 1 Professional Development credit (in MFDA bundle) * CSI - 1 Professional Development credit (in MFDA bundle) * 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
Accelerating Client Wealth and Your Assets Under Management
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: Gordon Stein

Gordon Stein is an international keynote speaker, blogger, personal finance expert and author of Cashflow Cookbook - $2 Million of Financial Freedom in 60 Easy Recipes. He delivers transformational talks that help people crush their number one stress – their finances. His mission is to improve financial wellness and help his audience regain focus, balance and joy in their lives. Gordon combines his trademark wit and storytelling style about a breakthrough path to financial wellness with no risk, minimal effort, minimal sacrifice and no budgeting. He works with wealth firms to show clients how to free up more cashflow for investing and dramatically accelerate their wealth building. His talks to associations and employee groups provide concrete steps to improve their financial wellness – an often-missed component of overall wellness. And his presentations to high schools and colleges are critical to engage students on financial wellness and help close the gap on financial literacy.