In "Your Clients for Life", popular speakers and writers Mitch Anthony, Barry LaValley, and Carol Anderson with Tatjana Burcul, have teamed up to encourage and train financial professionals who are willing to serve clients in this new and holistic way.
Advisors will get proven strategies to:
Integrate financial and life planning issues for clients preparing for retirement
Redefine the skills to sell successfully
Grow a practice building on the life planning model
Compete effectively in a changing industry
"Your Second Life Client Workshop"
This package is designed for those advisors who want to conduct their own workshops and includes materials and licensing to the end of 2005.
The complete package (sent to you via PDF) consists of:
Power Point Presentation with accompanying music
25 page take home client workbook
Facilitators notes
Speakers notes
In addition the package includes a one hour audio presentation CD by Barry LaValley presenting the material.
$499.00 CAD (Approx. $375 USD) plus 7% GST (will be added after the purchase) Shipping and handling: $14.00 CAD (Approx. $10 USD)
