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Free Course Preview - Becoming Your Clients Spending Coach
Introduction - Becoming Your Clients "Financial Coach"
Welcome To The "Your Spending Coach" Course (5:15)
Module 1: The Value of Financial Coaching for your Business
Introduction - The Value of Financial Coaching For Your Business (3:36)
Module 2: How Financial Coaching Helps You "Win" The Client Value Equation
Introduction - Winning the Client Value Equation (7:11)
Module 3 - Building Budgets and Tracking Transactions
Introduction - Building Budgets and Tracking Transactions (8:56)
Moneysoft Setup - Budgeting (4:40)
Moneysoft Setup - Categorisation Part 1 (2:28)
Moneysoft Setup - Categorisation Pt 2 (5:32)
Module 4 - Client Reports - How To Provide Feedback They Will Listen To
Introduction - Client Reports (8:14)
Moneysoft Setup - Track Goals (5:32)
Module 5 - Banking On Success - Account Structures That Support Good Spending & Savings Habits
Introduction - Banking on Success (6:16)
Moneysoft Setup - Linking Account (8:53)
Module 6 - Getting Your Clients Started On Their Money Management Program
Introduction - Getting Your Clients Started on Their Money Management Program (6:36)
Module 7 - Keeping Clients On Track - Your Ongoing Service Model
Introduction - Keeping Clients On Track - Your Ongoing Service Model (3:38)
Module 8 - Packaging and Pricing Your Offer - Winning The Client Value Equation
Introduction - Packaging and Pricing Your Offer - Winning The Client Value Equation (2:55)
Module 9 - Creating Your Value Story - A Tale Of Client Success
Introduction - Creating Your Value Story - A Tale Of Client Success (5:26)
Module 10 - The Launch - Building A Pilot Group And 90 Day Action Plan
Introduction - The Launch (2:15)
Introduction - Keeping Clients On Track - Your Ongoing Service Model
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