Webinar Replay - How to help your clients build a Family Budget in the middle of a financial crisis using Moneysoft

We’ll build a 6 month budget to help our “client” make the best informed decisions over the coming months, by using the right information and insights

This is a recording of the Webinar that we conducted with Moneysoft on the 28th of April, 2020. Below is just some of what we covered in the Webinar.

>>> This webinar replay qualifies for 1 Hour CPD, split 0.5 Hours Client Care & Practice and 0.5 Hours Technical (FASEA) / 1 Hour Skills (ASIC). You must complete 100% of the course to obtain your CPD <<<

As the financial impact of the Covid-19 pandemic starts to take shape amongst the households of our clients, their family, friends and colleagues, it can feel like so much is changing – that trying to help them plan and budget for the next 6 days is hard enough, let alone for the next 6 months or more.

But that is exactly what they need us to do for them right now, and that is exactly what I’m going to show you how to do in this webinar. We’ll build a 6 month budget to help our “client” make the best informed decisions over the coming months, by using the right balance of information, insights and sound budgeting and cashflow principles.

Specifically in this webinar we will:
• Discuss how to begin the budgeting conversation with your clients right now if you haven’t already
• Explain the steps in the process including assessing their Income, Fixed living expenses, Variable Living Expenses, Spending and Savings (or shortfall)
• Look at where, and how, to cut back – and what is reasonable vs unrealistic
• Make sure their Bank Accounts and Cards are being used to help them stick to their Budget
• Learn how to help them make adjustments month to month
• Explore dealing with shortfalls
• Cover off the practical stuff like how to get the data, and how to track it ongoing.
• Do all of this using the tools and functionality of Moneysoft

And throughout the webinar – your host, Steve Crawford from Your Spending Coach, The Advice Movement and Experience Wealth, will share his own experiences from every meeting just like this, that he is having with his clients right now….

Your Instructor

Steve Crawford
Steve Crawford

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

Frequently Asked Questions

When does the Webinar start and finish?
The Webinar starts now and never ends! It is a completely self-paced online module - you decide when you start and when you finish.
How long do I have access to the Webinar?
How does lifetime access sound? After enrolling, you have unlimited access to this Webinar for as long as you like - across any and all devices you own.
Will I get CPD points for this Webinar?
Absolutely... but you'll need to enrol in the school and provide us with your Full Name and email address + watch 100% of the Webinar plus complete the polls to qualify... the good news is when you complete watching the webinar you will get your CPD certificate sent to you automatically. NB - CPD points only apply currently to Australian Financial Advisers

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