2025 Coaching Course
About the Course
About the Course
Learn
Learn
- Introduce the four most important questions in planning for retirement
- An opening discussion for every client type
- The Financial GPS presentation with its recent enhancements
- Best methods to get your client’s financial data
- Create multiple scenarios in GPS
- How to introduce Hazards
- The report features of GPS
- To sell more of every financial product, not just life insurance
- And much more
Demonstrate
Demonstrate
- Compare a client's present position with a revised/improved position
- How to communicate financial concepts and solutions so your clients want you as their Trusted Advisor
- How your client’s finances today dictate their future tomorrow
- Answers to the 4 most important questions
- The impact and effect of “real lifetime events”
- What changes to implement now to enhance their retirement years
- Predictable income and access to capital for a better journey
- And much more
Resources
Resources
- Six, 90-minute sessions hosted via Zoom
- Dates: Jan 28, Feb 4, Feb 11, Feb 18, Feb 25, Mar 11
- Class time: 1-2:30 p.m. Eastern
- Dates: Jan 28, Feb 4, Feb 11, Feb 18, Feb 25, Mar 11
- Recordings archive
- Shared documents
- Ability to ask coach(es) questions during live sessions
- Ability to email coach(es) course related questions
About the Course
About the Course
Learn
Learn
- Introduce the four most important questions in planning for retirement
- An opening discussion for every client type
- The Financial GPS presentation with its recent enhancements
- Best methods to get your client’s financial data
- Create multiple scenarios in GPS
- How to introduce Hazards
- The report features of GPS
- To sell more of every financial product, not just life insurance
- And much more
Demonstrate
Demonstrate
- Compare a client's present position with a revised/improved position
- How to communicate financial concepts and solutions so your clients want you as their Trusted Advisor
- How your client’s finances today dictate their future tomorrow
- Answers to the 4 most important questions
- The impact and effect of “real lifetime events”
- What changes to implement now to enhance their retirement years
- Predictable income and access to capital for a better journey
- And much more
Resources
Resources
- Six, 90-minute sessions hosted via Zoom
- Dates: Jan 28, Feb 4, Feb 11, Feb 18, Feb 25, Mar 11
- Class time: 1-2:30 p.m. Eastern
- Recordings archive
- Shared documents
- Ability to ask coach(es) questions during live sessions
- Ability to email coach(es) course related questions
Coaches (Instructors):
Coaches (Instructors):
Starr Barnum
Starr Barnum
Executive Coach & Master Mentor
Starr works primarily with families and business owners. He uses a unique approach in that he helps people find money that they're currently transferring away unknowingly and unnecessarily.
Testimonial from Starr's past course attendees
Testimonial from Starr's past course attendees