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70% of all women will fire their advisor within 3 years of their husband's death.
* Financial Advisor, 2003
Wonder why?
Maybe they need something beyond financial advice.
Who is helping your clients understand their relationship
between life priorities and money?
Who is helping your clients see the bigger picture about
how effective management of money makes a significant
difference in the quality of their life?
Who is helping your clients feel heard, understood,
and empowered?
If you’re not, your clients will find
someone who will!
We invite you to attend
Financial WealthCAMP™
and learn how to:
· speak with clients about their deepest concerns
· align client financial goals with their life values
· build trust, loyalty, and unbreakable client relationships
· powerfully embrace client goals and commitments
· move clients “off the fence” and into action
· enhance the quality and quantity of client referrals
· increase your bottom line
Financial WealthCAMP™ is designed to give you an edge in building powerful, lasting relationships with your clients. The purpose is to help you gain a sense of ease and grace in your ability to maneuver through any conversation that supports your client in making financial decisions and taking appropriate action. In addition, you will have access to our proprietary, cutting-edge financial and life planning tools as you work directly with a Certified Financial Coach™ to learn how to develop integrated and sustainable arrangements to fuel all the important areas of your client’s life.
Through a variety of compelling discussions, coaching exercises, personal assessments, and individual projects you will develop a powerful “new language” that will forever change the way you relate to money and work with clients.
Financial WealthCAMP™ begins
with a Four Day Intensive that includes
· Anti-Objection Clinic: Learning to embrace your clients’ “objections” rather than struggle to overcome them
· Perspective Talking: Seeing the world through your clients’ eyes and using that perspective to expand their vision
· Three Types of Listening: Learning how to “listen to,” “listen through,” and “listen for” what and how your clients think, desire, and fear
· The Power of Choice: Moving your clients “off the fence” and into action
· Four Global Perspectives: Determining the “blind spots” that affect your clients’ relationship to money and direct their financial behavior
· Possibility Questions: Asking questions that foster understanding and new opportunities for action rather than forcing outcomes clients resist
· Wealth Planning: Balancing your clients’ financial strategy with their vision, values, and quest for freedom
In the 12 weeks that follow the initial four day intensive, you continue building skills through a series of webinars, individual coaching sessions, and teleconference discussions.
Financial WealthCAMP™ ends
with a Two Day Intensive that includes:
· Transformative Coaching: Learn to observe and transform your clients’ relationship to money and wealth in a new way
· Practical Methodology: Integrating a distinctive set of new
financial planning tools that enhance your ability to serve
your clients’ needs
· Big Picture Innovation: Initiating “outside-the-box” financial
conversations that empower your clients to make more informed
decisions about their future
Financial WealthCAMP™ is reserved
exclusively for financial professionals, like you.
October 2 - 5
Littleton, Colorado
Don’t miss this opportunity to expand your skills, forge lasting bonds, and engage your clients in a meaningful dialogue that will not only strengthen your practice and increase your bottom line, but transform the way your clients think, look, act, and feel about money.
To register, click here
