Financial Planning: Get Your Clients to Save More
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- This product is available at Udemy.
- At udemy.com you can purchase Financial Planning: Get Your Clients to Save More for only $449.00
- The lowest price of Financial Planning: Get Your Clients to Save More was obtained on May 7, 2026 6:30 am.
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Financial Planning: Get Your Clients to Save More
★★★★★
$449.00 in stock
Udemy.com
as of May 7, 2026 6:30 am
Find the resources for your clients to act.
Created by:
Jason Teteak
Author, YouTuber, Keynote & TEDx Speaker, CEO Rule the Room
Author, YouTuber, Keynote & TEDx Speaker, CEO Rule the Room
Rating:4.44 (27reviews)
106students enrolled
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
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