Webinar Replay - How to build a Money Coaching offer to attract GenXY Clients

using the Experience Wealth 'Money Coaching' model

This is a recording of the Webinar that Steve did on behalf of the Advice Movement on the 18th of July, 2019. Below is just some of what Steve covered in the Webinar:

Generation X & Y represent to two largest and fastest growing segments of the 'advisable market' - yet most traditional financial advice businesses are still missing a crucial component of what GenXY really want 'advice' on - and that's coaching around all aspects of how the manage their money.

Whether it's helping them set a budget for the first time, get a banking structure in place that makes it easy to see what is spendable and what's not, or providing them with insights around their money - what they are really looking from from Adviser's first and foremost is to act as their Money Coach to help them make the most out what Money the do have.

For the past 10 years, Steve has offered "Money Coaching" as part of a broader, more traditional financial planning offer to his GenXY clients. The results speak for themselves... whilst the average Aussie has struggled to save around 8% of their take home income over the past 6 years, Steve's average client has saved around 20% per annum... Steve is now so convinced of the value of Money Coaching - he's going all in... giving up his Financial Planning AFSL and only offering Money Coaching from July 2019 onwards.

In this Webinar, Steve will share with you:

* the 3 key components of any good Money Management program (Budgeting, Banking & Cashflow reporting)

* how a Money Coach can help clients get the most out of their Money Management program
* the most frequently asked questions from clients, and the most frequent stuff ups from Coaches - and how to avoid making them yourself
* how to decide which software program you'll use
* and the million dollar question - how much you can charge for your offer (hint.. it's not quite a million, but it is more than you think).

He will also answer your questions along the way and do his best to teach you 10 years worth of Money Coaching lessons in 60 minutes!

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

Course Curriculum

  Webinar Replay - How to build a Money Coaching offer to attract GenXY Clients
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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 at least 90% of the Webinar 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 not available until July 2019 ..sorry gang.. waiting on our FPA Certification to come through..

If you liked this Webinar be sure to check out and 'enrol' in any of our other Free Webinars as well.

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