You’ve crafted a financial plan for your clients, but they haven’t been able to fully fund it, or they’ve been pulling from their assets, jeopardizing the plan. This presentation will give you the tactical advice to enable your clients to create those solid day-to-day money habits to execute every stage of your financial plan.
Attendees will learn:
- How the process of creating a Spending Plan helps identify many of the issues clients have when it comes to negative financial behavior
- The 7 reasons clients overspend and how to help them break those habits
- How to identify the unobvious reasons clients overspend and change their behavior
Melissa Tosetti is the founder of The Savvy Life and author of the international bestseller Living the Savvy Life. For the past eight years, she’s worked as an outside resource for financial advisors doing cash flow planning for their clients. She has worked with over 525 individuals and families to create Spending Plans based on the goals they’ve outlined with their advisors. Melissa has travelled across the U.S. giving over 200 Savvy Living presentations and has taught over 240 webinars related to the subject. For more information, you can visit here: The Savvy Life Advisor’s Page.
Registration Fee: $19
Archive: The archive recording will be available after the webinar in your FSPgo account (on the My Account tab).
CE Credits: There are no CE credits available for this program.
Note: This webinar was originally broadcast live on July 21, 2020.
12:00 pm – 1:00 pm ET
11:00 am – 12:00 pm CT
10:00 am – 11:00 am MT
9:00 am – 10:00 am PT