- Learn to use the Financial GPS from prospecting to close, showing clients their future potential with the confidence of a trusted financial expert
- Dates: Jan 28, Feb 4, Feb 11, Feb 18, Feb 25, Mar 11
- Class time: 1-2:30 p.m. Eastern
- More details
Serving Clients as You Sell with the Circle of Wealth®
Serving Clients as You Sell with the Circle of Wealth®
Finding Money for Accumulators with Starr Barnum
Finding Money for Accumulators with Starr Barnum
Finding Money for Retirees with Jeremy Shipp
Finding Money for Retirees with Jeremy Shipp
- Learn a retirement planning process utilizing the Circle of Wealth® tools to help your existing retiree clients and to attract new retiree prospects
- Dates: Mar 18, Mar 25, Apr 1, Apr 8, Apr 15, Apr 22
- Class time: 1-2:30 p.m. Eastern
- More details
Proving It with Spending Game with Brian Woodall
Proving It with Spending Game with Brian Woodall
- Learn how to use the Spending Game tool to clarify your financial solutions, reinforce recommendations with math and visuals, and directly link Circle of Wealth® concepts to your client’s finances
- Dates: May 6, May 13, May 20, May 27, Jun 3, Jun 10
- Class time: 1-2:15 p.m. Eastern
- More details
Serving Clients as You Sell with the Circle of Wealth®
Serving Clients as You Sell with the Circle of Wealth®
Finding Money for Accumulators with Starr Barnum
Finding Money for Accumulators with Starr Barnum
- Learn to use the Financial GPS from prospecting to close, showing clients their future potential with the confidence of a trusted financial expert
- Dates: Jan 28, Feb 4, Feb 11, Feb 18, Feb 25, Mar 11
- Class time: 1-2:30 p.m. Eastern
- More details
Finding Money for Retirees with Jeremy Shipp
Finding Money for Retirees with Jeremy Shipp
- Learn a retirement planning process utilizing the Circle of Wealth® tools to help your existing retiree clients and to attract new retiree prospects
- Dates: Mar 18, Mar 25, Apr 1, Apr 8, Apr 15, Apr 22
- Class time: 1-2:30 p.m. Eastern
- More details
Proving It with Spending Game with Brian Woodall
Proving It with Spending Game with Brian Woodall
- Learn how to use the Spending Game tool to clarify your financial solutions, reinforce recommendations with math and visuals, and directly link Circle of Wealth® concepts to your client’s finances
- Dates: May 6, May 13, May 20, May 27, Jun 3, Jun 10
- Class time: 1-2:15 p.m. Eastern
- More details