- Circle of Wealth® principles in the Canadian language
- A proven 10-step process using simple software that helps people understand how money really works
- 10 questions to open your client meetings
- How we communicate complex financial concepts with visuals
- How to gather new assets and position insurance discussions to obtain more and better business
Canadian
Circle of Wealth® Course On-Demand
Circle of Wealth® Course On-Demand
About the Course
Learn How To...
Demonstrate
- Multiple use dollars from RRIF income
- Organize sources of income during retirement
- Quickly convey future income values from CPP/OAS
Identify the various types of spending patterns along with ways to enhance them - Ways to pay for large ticket items (beyond what the monthly cash flow can support) without interrupting compounding interest
- Case Studies
Resources
- Ten 90-minute Video Training Sessions
- Shared documents
- Ability to email coach(es) course related questions
About the Course
Learn How To...
- Circle of Wealth® principles in the Canadian language
- A proven 10-step process using simple software that helps people understand how money really works
- 10 questions to open your client meetings
- How we communicate complex financial concepts with visuals
- How to gather new assets and position insurance discussions to obtain more and better business
Demonstrate
- Multiple use dollars from RRIF income
- Organize sources of income during retirement
- Quickly convey future income values from CPP/OAS
- Identify the various types of spending patterns along with ways to enhance them
- Ways to pay for large ticket items (beyond what the monthly cash flow can support) without interrupting compounding interest
- Case Studies
Resources
- Ten 90-minute Video Training Sessions
- Shared documents
- Ability to email coach(es) course related questions
Coaches (Instructors):
Ryan King
Executive Coach
It quickly became clear to me as I began April 2003, in the Financial Services world, if you can’t communicate, you don’t eat. It also became apparent that this is one of the most dysfunctional and disjointed Industries I’ve ever seen and yet, I love it to bits.
Coaches (Instructors):
Ryan King
Executive Coach
It quickly became clear to me as I began April 2003, in the Financial Services world, if you can’t communicate, you don’t eat. It also became apparent that this is one of the most dysfunctional and disjointed Industries I’ve ever seen and yet, I love it to bits.