Financial Planning: Get Your Clients to Save More

Find the resources for your clients to act.

4.60 (27 reviews)

Udemy

platform

English

language

Finance

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

Why take this course?

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.