Tools and training to become a trusted expert that confidently delivers reliable financial strategies to your clients.
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Spending Game Concierge Service
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About the Service
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Concierge Service Options
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- Option 1: Personal tutoring through Zoom webinars with member who wants additional one-on-one guidance after the essentials course.
- Option 2: Basic data entry of a present position based on a CQ or similar information received from member. Completed present position will be returned to member with a recap video.
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Requirements & Understandings
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- Tutoring and basic data entry of a present position case is based on the details you provide; no "advisor" recommendations will be provided on case direction.
- Time to be billed will include everything associated with building your case: phone calls, emails, case review and tutoring time together, etc.
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Sign-up Today
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NAVIGATE
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TRAINING
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CONTACT
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Become a Trusted Financial Expert
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(321) 369-9470 | hello@moneytrax.com
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