Create scenarios with the client's financial information: accounts, cash-flows & visualizations
Create alternative scenarios with your recommended changes
Fund the client's desired lifestyle with the Cash-flow Worksheet Compare any two scenarios with visualizations
Generate reports
Demonstrate
The Personal Economic Model Current & improved scenarios
Side by side scenario comparison
Summaries of key financial accounts
Assets by class
Wealth transfers & opportunity costs
Retirement income & balances forecast
Resources
Six 75-minute session recoridngs
Demo client cases
Shared documents & resources
Ability to email coach(es) course related questions
About the Course
Learn How To...
Create scenarios with the client's financial information: accounts, cash-flows & visualizations
Create alternative scenarios with your recommended changes
Fund the client's desired lifestyle with the Cash-flow Worksheet
Compare any two scenarios with visualizations
Generate reports
Demonstrate
The Personal Economic Model
Current & improved scenarios
Side by side scenario comparison
Summaries of key financial accounts
Assets by class
Wealth transfers & opportunity costs
Retirement income & balances forecast
Resources
Six 75-minute session recordings
Demo client case
Shared documents & resources
Ability to email coach(es) course related questions
Noel Edwards
Executive Coach & Master Mentor
Noel Edwards is an avid learner of the Circle of Wealth® and the Spending Game and gladly shares his knowledge with other advisors
Noel Edwards
Executive Coach & Master Mentor
Noel Edwards is an avid learner of the Circle of Wealth® and the Spending Game and gladly shares his knowledge with other advisors
What members say:
Extremely valuable, the self-study videos are good but this course really helped me to see where things come from and where they go, you just can't get the practical application from a video
I cannot recommend this course enough - if you want to close cases you need to learn how to use the Spending Game and this course taught me how.
$300
Gain Immediate Access to the Video Recordings & Shared Resources