Webinar for Canadian Financial Professionals
Canadian Financial GPS: Guiding Clients to Where They Want to Be
Have you ever been on a road-trip and you get off the freeway and get lost? You know if you could just pull up your GPS you could get back on track ...
Your clients are in this same situation when it comes to their finances. They have financial goals, their problem is that they cannot figure out where they are in relation to those financial goals. Financial GPS can help!
Your clients are in this same situation when it comes to their finances. They have financial goals, their problem is that they cannot figure out where they are in relation to those financial goals. Financial GPS can help!
Tools to Differentiate You
During this one-hour webinar, Don Blanton will introduce you to the Circle of Wealth®, explain our 10-step process that can identify wealth transfers and showcase our Financial GPS presentation:
- Script and process to get the "first appointment"
- The four most important financial 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
🍁Happy Canada Day🍁
Webinar registrants will receive "Canada Day" special discounts on new and annual subscriptions! Be sure to attend so you can take advantage of the savings.
Your Host
Don Blanton
Founder & President
Don Blanton is presently the owner and president of MoneyTrax, Inc, a company dedicated to the development of innovative communication tools for professionals in the financial services industry.
