Financial Planning: Get Your Clients to Save More

Financial Planning: Get Your Clients to Save More, available at $39.99, has an average rating of 4.6, with 7 lectures, based on 27 reviews, and has 106 subscribers.

You will learn about The Law of Saving Uncover Spending Pain Points Ask How the Client Feels about His Spending Ask Where He Feels He Isn’t Spending Wisely Identify a Spending Area That Doesn’t Bring the Prospect Joy Identify a Spending Area That Brings Joy Help Prospects Uncover the Joy They Don’t Know They Have Bring Prospects with Cold Feet Back to You Bridge the Marital-Stress Gap Identify the Saver and the Spender in the Relationship Identify the Financial Stress of Two Diligent Savers Identify the Financial Stress of Two Diligent Spenders Identify the Financial Stress of One Spender and One Saver Deliver the Budget Solution Send All Their Income to One Bank Account Set Up a “Living” Bank Account Set Up “Fun” Accounts Save, Spend, or Pay off Debt on a Quarterly Basis This course is ideal for individuals who are Financial Managers or Financial Advisors or Sales Professionals It is particularly useful for Financial Managers or Financial Advisors or Sales Professionals.

Enroll now: Financial Planning: Get Your Clients to Save More

Summary

Title: Financial Planning: Get Your Clients to Save More

Price: $39.99

Average Rating: 4.6

Number of Lectures: 7

Number of Published Lectures: 7

Number of Curriculum Items: 7

Number of Published Curriculum Objects: 7

Original Price: $19.99

Quality Status: approved

Status: Live

What You Will Learn

The Law of Saving
Uncover Spending Pain Points
Ask How the Client Feels about His Spending
Ask Where He Feels He Isn’t Spending Wisely
Identify a Spending Area That Doesn’t Bring the Prospect Joy
Identify a Spending Area That Brings Joy
Help Prospects Uncover the Joy They Don’t Know They Have
Bring Prospects with Cold Feet Back to You
Bridge the Marital-Stress Gap
Identify the Saver and the Spender in the Relationship
Identify the Financial Stress of Two Diligent Savers
Identify the Financial Stress of Two Diligent Spenders
Identify the Financial Stress of One Spender and One Saver
Deliver the Budget Solution
Send All Their Income to One Bank Account
Set Up a “Living” Bank Account
Set Up “Fun” Accounts
Save, Spend, or Pay off Debt on a Quarterly Basis

Who Should Attend

Financial Managers
Financial Advisors
Sales Professionals

Target Audiences

Financial Managers
Financial Advisors
Sales Professionals

Your clients have the desire to want and do lots of things, but those things take money.

If a client doesn’t see where the money is going to come from, then he won’t feel confident enough to act.

When you help clients create a budget that works, you help them accomplish two things.

First, you are helping the clients find the money. You are helping the clients discover whether they are really as cash strapped as they think they are.
Secondly, you are helping the clients from a psychological standpoint. This is the part that most financial advisors miss out on… People save more money when they feel good about what they are doing with their finances.

This program teaches you how to paint your prospects and clients in a way that gets them to be financially responsible and have that manifest itself in a very cool-looking budget for them, the clients, and you, the advisor.

This rings your cash register.

It’s not just about creating a budget

Don’t let the title of this course fool you. We’re not just creating a budget here.

This program includes Jason Teteak and Guru Karl Dettmann. Karl will show you exactly what he does in his practice to uncover your clients spending pain points, how to bridge the marital stress gap, delivering a “budget” solution, and more.

You’ll learn how to ask the right questions to get your client acting and thinking the way they need to.

This is how we help our clients live better lives.

Course Curriculum

Chapter 1: Introduction to Create a Budget That Works

Lecture 1: Introduction

Chapter 2: Uncover Spending Pain Points

Lecture 1: Uncover Spending Pain Points

Lecture 2: Uncover Spending Pain Points Activity

Chapter 3: Bridge the Marital-Stress Gap

Lecture 1: Bridge the Marital-Stress Gap

Lecture 2: Bridge the Marital-Stress Gap Activity

Chapter 4: Deliver the Budget Solution

Lecture 1: Deliver the Budget Solution

Lecture 2: How to Determine What Goes in the Fun Account

Instructors

Jason Teteak
Author, YouTuber, Keynote & TEDx Speaker, CEO Rule the Room

Rating Distribution

1 stars: 1 votes
2 stars: 0 votes
3 stars: 3 votes
4 stars: 8 votes
5 stars: 15 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!

Menu