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