"I completed the YSC course after I launched my business in 2015. The knowledge that I gained with Steve quickly became the foundation for building a valued advice offering. Learning how to have the conversations that matter, implement and follow through with meaningful advice for our members everyday financial needs has become one of our major competitive advantages"
"We participated in the YSC workshop early last year (2016) and it has revolutionised the way we approach money management for our clients as well as helping us build a more effective proposition for younger clients. The course is very practical, with ideas to implement immediately and a clear process to follow, but also offers a pretty big shift in thinking for a lot of advisers"
"I truly believe that cashflow/money management is the key to great financial planning. This has been my fundamental belief since I started in the industry over 10 years ago & will continue to be as long as I am in practice. The problem I faced was coming up with a solution that I was able to deliver to clients that was simple yet effective. After struggling with this for the best part of 3 years, I bit the bullet and attended the YSC course. The only thing I wish is that I had have done it sooner! The YSC course gave me, not only the technical tools required but also the soft skills and cues that has enabled me to add real value to my relationships with my clients. YSC accelerated my learning curve by 3 years and I could not recommend it highly enough!"
What to expect from doing the course...
• Maintained a healthy balance with an average of 23.7% of their income being spent on Lifestyle
Steve Crawford – Financial Adviser & Financial Coaches Coach
Steve launched his Financial Planning & Mortgage Broking business - Experience Wealth - in 2008 to focus on Generation X & Y clients. He started his business with no clients, no referral partners and had never been an adviser before. Today his business is going strong, with an innovative Financial Coach (Advice) & Mortgage Broking offer designed specifically for people in their 20s, 30s and 40s.
To be really honest, the first time I realised the true value of "Financial Coaching", was when my wife Melissa and I fell pregnant with our first son Aiden. At the time we were both working full time and had dreams of buying a home, as well as allowing Melissa to have 12 months of maternity leave. The only thing we didn't know was what we could afford to do?.
With all due respect to the Financial Planning industry in Australia at the time (2004) - it wasn't really setup to help us...I mean we could find great Insurance and Investment Advisers but no one really specialised in helping people "make smarter decisions around their money based on what they could afford to do". By being forced to figure it out myself it gave me a great appreciation of not only the challenges that people face everyday, when it comes to making decisions around their money, but also the value that a good "Financial Coach" can add to their lives - both in terms of savings results and overall confidence around money in general.
Role forward to 2017 and our Advice & Mortgage Broking business (Experience Wealth) has helped 150+ Australians just like us, make smarter more confident decisions around their money by helping them create their own "Money Management Plan". Our success was what spurred the creation of our first training program (Your Spending Coach) specifically designed to teach other Financial Planners and Mortgage Brokers, how to build their own Financial Coaching Program, so they could help their clients in the same way that we have.
Since 2014 I have personally trained over 200 budding "Financial Coaches", to help them understand the really value of Financial Coaching not only for their clients, but for their business. It has been their successes, and their client stories that have pushed me to make our 'Your Spending Coach' program available in an online format - so that it is available to everyone that wants to learn.
Financial Coaching is one of the most rewarding things you can do for your clients. It is so much more than helping them make smart decisions around their money... it is about giving them control of their financial lives again... showing them how to be successful all by themseleves... and how to offer yourself up for the role of 'Coach' - someone that helps them become the best financial version of themselves.
I really hope you enjoy the course, and that it gives you a new way to engage with your clients, leading to great outcomes for them and you :)
— Steve Crawford, theXYacademy.com