The Recipe for Success

What is the most despised phrase uttered by a client? "I can't afford it" All of the work you put into the fact find process... All of the time you spent creating the Financial Plan, and a set of 'appropriate' recommendations, according to the budget available that you uncovered in the Fact Find. But yet, your clients still utter those words. This presentation solves this problem, and it is not about telling your clients that they have to sacrifice their Starbucks, or Tim's, or any of their other guilty pleasures. This presentation will give you a set of easy recipes they can follow to reduce costs on many of their expenses to free up hundreds or thousands of dollars each month. Reducing or eliminating their cashflow squeeze, and freeing up cash to redirect towards their financial plan.

Presentation Preview:

Want to learn more about this presentation? Click the video to the left to watch the first 3 minutes! Full presentation time: 1h 10m

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 bundles/packs) * CSI - 1 Professional Development credits (in bundles/packs) * 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
The Recipe for Success
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.