Financial Planning: Get Your Clients to Save More
Find the resources for your clients to act.
4.44 (27 reviews)
106
students
1 hour
content
Apr 2020
last update
$39.99
regular price
What you will 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
Screenshots
Related Topics
1858584
udemy ID
8/15/2018
course created date
7/25/2020
course indexed date
Bot
course submited by