Help your clients save more by making better decisions with their money...
By completing this introductory course you’ll begin to learn how you can help your clients:
- Understand how they spend their money and know what a balanced budget looks like for them
- Set-up their banking to support their spending and savings objectives
- Stay accountable to their spending and savings
- Enjoy their lifestyle today, whilst still saving for the future
• Maintained a healthy balance with an average of 23.7% of their income being spent on Lifestyle
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
What Our Students Are Saying
Director & Financial Adviser, Pursue Wealth
"I completed the YSC course after I launched my business. 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 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!"