Financial Planning: Get Your Clients to Save More

Find the resources for your clients to act.

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

What Will I 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

Requirements

• Make sure to download the workbook so you can follow along and take notes during the course.

Target audience

• Financial Managers
• Financial Advisors
• Sales Professionals