Financial Advisor Client Sessions
As a financial advisor, you are driven to help your clients build wealth while managing their risk. Your clients count on you to understand their goals, to stay connected with them and to bring them value.
Advisors are using Cashflow Cookbook as a way to add value to their client community, using the book’s financial “recipes” to help their clients free up cash to invest and grow their portfolios. With the book as a framework, advisors and clients can work together, aligning with the client’s goals while increasing client commitment to the relationship.
Cashflow Cookbook Wealth Seminars are a powerful and low-cost way to help your clients optimize their personal finances and stimulate their interest in building wealth as they work with you.
The one-hour sessions help clients learn about:
- Why wealth is elusive for most Canadians
- The incredible power of compounding
- How to add millions of incremental wealth with minimal effort
- Five easy, no-sacrifice changes that they can start today
- Real-life examples of incremental contributions to wealth