Webinar Replay - How to add Cashflow Goal Planning into your Financial Planning process
Exploring Simple & Detailed plans for Money Management, Property Purchases, Maternity Leave, Education and Career Changes
This is a recording of the Webinar that Steve Crawford (Your Spending Coach) delivered on behalf of The Advice Movement on the 3rd of June, 2021. Below is just some of what we covered in the Webinar:
Clearly I'm biased when I say "Cashflow Goal Planning is one of the most valuable parts of the 'Financial' Planning process" - given I bet the farm on it back in 2019 when I gave my FP license up...
But what exactly is Cashflow Goal Planning, and how can you incorporate it into your Financial Planning process, assuming:
A) Your clients want it and
B) It aligns with your 2021 CVP.
Well luckily for you, all these Melbourne COVID-19 lock down's have given me the time to map out a full process for the 4 most in demand "Cashflow Goal Plans" from GenX and Millennials and in this session we're going to:
* Take a look at what the 4 most in demand Cashflow Goal Plans are (hint... it's Money, Property, Family & Education)
* See what a Cashflow Goal Planning process looks like - when incorporated into a Financial Planning process
* Match the Client Avatars to each Cashflow Goal Plan type
* Explore your Options for implementing (Simple, Detailed, Co-Deliver by Referral)
* Help you decide what implementation path suits you best
This webinar will attract 1 CPD hour (0.75 Hours - Technical / 0.25 Hours - Client Care & Practice) once you have completed 100% of all lectures.
Suitable for Financial Planners & Financial Coaches.
Steve started Experience Wealth from scratch in 2008 focusing on GenXY clients - with no clients or referral partners and had never run a business before. Today his Award-Winning firm is going strong, with an innovative Money Coaching & Mortgage Management offer designed exclusively for GenXY.
Experience Wealth has grown exclusively from client referrals - due to their innovative Money Coaching offer. Steve has pushed the boundaries of a ‘traditional’ GenXY finance business by building Budgeting, Cashflow, Banking & Lending services for his clients and his business leads the industry in usage of technology like Online calendar bookings, Virtual Meetings & Video to deliver Money Coaching to the Netflix generations in a modern way
StartYou must complete 100% of all LECTURES TO GET YOUR CPD
StartFull Webinar Replay (66:29)
StartPoll No.1 - Your current Cashflow Goal Planning process
StartPoll No. 2 - Your Cashflow Goal Planning offer - going forward
StartWebinar Slide Deck
StartLoved this Webinar... then check this one out!
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