2024 Coaching Course
About the Course
Learn
- Introduce the four most important questions in planning for retirement
- An opening discussion for every client type
- The all new Financial GPS presentation
- Best methods to get your client’s financial data
- The new ability to create scenarios in GPS
- How to introduce Hazards to their plan
- The new report features of GPS
- To sell more of every financial product, not just life insurance
- And much more
Demonstrate
- 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
- Six 90-minute sessions
- Recordings archive
- Shared documents
- Ability to email coach(es) course related questions
About the Course
Learn
- Introduce the four most important questions in planning for retirement
- An opening discussion for every client type
- The all new Financial GPS presentation
- Best methods to get your client’s financial data
- The new ability to create scenarios in GPS
- How to introduce Hazards to their plan
- The new report features of GPS
- To sell more of every financial product, not just life insurance
- And much more
Demonstrate
- 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
- Six 90-minute sessions
- Recordings archive
- Shared documents
- Ability to email coach(es) course related questions
Coaches (Instructors):
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.
$600
Starts January 30th
Tuesdays, 1-2:30 Eastern
Jan 30, Feb 6, Feb 13, Feb 20, Feb 27, Mar 5
Tuesdays, 1-2:30 Eastern
Jan 30, Feb 6, Feb 13, Feb 20, Feb 27, Mar 5
Testimonial from Starr's past course attendees