Debt management for wealth professionals

Learn how to turn some potential “oh no” moments into “ah-ha” moments, and provide some practical strategies to support even wealthy clients when it comes to debt management.

5 cash flow mistakes advisors make in retirement plans

Apply what you learn in this session to help your clients transition into retirement, and get more life from the money they worked so hard to save.

Cash flow planning for insurance needs

Learn how to use cash flow planning to show your clients how to afford the insurance they need, and why they need the coverage you recommend.

Cash flow planning for business owners

Learn several cash flow concepts that can help your business owner clients get more life from their money, and more value from working with you.

Measuring your client's financial health

Learn more about how you can quickly measure your client’s financial health as part of your regular review process.

Cash flow strategies for retired clients

Learn about unique and powerful cash flow strategies that can protect your client’s health and wealth, and support a sustainable retirement for all.

Understanding your client's Money Mindset

Join us to learn about the seven Money Mindsets, and how each of them impact your client’s behaviour when it comes to investing, spending, saving and borrowing.

Behavioural cash flow planning workshop

In this workshop, you’ll learn simple strategies to bring behavioural cash flow management into your practice so you can help clients free up more money each month to fund their financial goals.

Quiz marketing for financial professionals

Get the attention of new potential clients, and further engage your existing clients by putting quiz marketing to work for you.