Learn the steps to build Spending Game scenarios from your client's data so you can begin implementing this powerful tool.
About the Course
Learn How To...
- Create scenarios with the client's financial information: accounts, cash-flows & visualizations
- Create alternative scenarios with your recommended changes
- Fund the client's desired lifestyle with the Cash-flow Worksheet
Compare any two scenarios with visualizations - Generate reports
Demonstrate
- The Personal Economic Model
Current & improved scenarios - Side by side scenario comparison
- Summaries of key financial accounts
- Assets by class
- Wealth transfers & opportunity costs
- Retirement income & balances forecast
Resources
- Six 75-minute session recoridngs
- Demo client cases
- Shared documents & resources
- Ability to email coach(es) course related questions
About the Course
Learn How To...
- Create scenarios with the client's financial information: accounts, cash-flows & visualizations
- Create alternative scenarios with your recommended changes
- Fund the client's desired lifestyle with the Cash-flow Worksheet
- Compare any two scenarios with visualizations
- Generate reports
Demonstrate
- The Personal Economic Model
- Current & improved scenarios
- Side by side scenario comparison
- Summaries of key financial accounts
- Assets by class
- Wealth transfers & opportunity costs
- Retirement income & balances forecast
Resources
- Six 75-minute session recordings
- Demo client case
- Shared documents & resources
- Ability to email coach(es) course related questions
Noel Edwards
Executive Coach & Master Mentor
Noel Edwards is an avid learner of the Circle of Wealth® and the Spending Game and gladly shares his knowledge with other advisors
Noel Edwards
Executive Coach & Master Mentor
Noel Edwards is an avid learner of the Circle of Wealth® and the Spending Game and gladly shares his knowledge with other advisors
What members say:
Extremely valuable, the self-study videos are good but this course really helped me to see where things come from and where they go, you just can't get the practical application from a video
I cannot recommend this course enough - if you want to close cases you need to learn how to use the Spending Game and this course taught me how.