Webinar for Financial Professionals
Stress Testing Your Clients’ Financial Plan – The Big 3 Hazards
Open your client conversations by helping them see whether their current plan can truly hold up against life’s biggest financial risks.
In this live demonstration, Circle of Wealth® executive coach Starr Barnum will show how financial professionals use the Circle of Wealth® framework to stress test a client’s financial plan against the three biggest hazards—Death, Tax Increases, and Market Volatility—so those risks don’t derail their future.
During this webinar, you’ll learn:
- How to walk clients through the “Big 3 Hazards” in a clear, visual way
- How to test whether a financial plan can endure real-life disruptions
- A simple framework to uncover gaps before they become problems
- How to guide clients toward stronger decisions without leading with products
Join us and see how to help clients build plans designed to hold up, not fall apart.
Learn how to confidently demonstrate financial concepts so your clients “get it” and want to move forward with your recommendations.
Tools to Differentiate You
Tools to Differentiate You
In this webinar, Starr will explain how the Circle of Wealth®'s client process and presentation software, when utilized together, generate higher premiums and implement strategies that serve the client's interests.
- Script and process to get the "first appointment"
- The four important questions (and how you answer them)
- How to identify wealth transfers to free up cash-flow
- Properly explaining the benefits of access to capital
- Moving from "needs-based selling" to "wants-based advising"
- Opening up more opportunities with every client
Your Host
Your Host
Starr Barnum
Starr Barnum
Executive Coach & Master Mentor
Starr works primarily with families and business owners. He uses a unique approach in that he helps people find money that they're currently transferring away unknowingly and unnecessarily.
