Learn how to confidently present the Spending Game and create confidence as you tell your clients their Circle of Wealth® Story.
About the Course
Learn
- The “foundational thinking” behind the Circle of Wealth® process
- How to prove every Circle of Wealth® concept with Spending Game
- To confidently present Spending Game scenarios with clients
- How to bring the client’s CPA or other advisor INTO the process, asking for their input to create a collaborative environment
Demonstrate
- How to use Spending Game to model complex concepts
- Circle of Wealth® core principles and strategies with Spending Game
- Creating a Spending Game "on the fly"
- How to win the trust of high Income and high net worth clients and their circle of trusted advisors.
Resources
- Seven, 90-minute, videos
- Shared documents & client files
- Shared Spending Game files
- Ability to email coach(es) course-related questions
- Post-course survey for input
About the Course
Learn
- The “foundational thinking” behind the Circle of Wealth® process
- How to prove every Circle of Wealth® concept with Spending Game
- To confidently present Spending Game scenarios with clients
- How to bring the client’s CPA or other advisor INTO the process, asking for their input to create a collaborative environment
Demonstrate
- How to use Spending Game to model complex concepts
- Circle of Wealth® core principles and strategies with Spending Game
- Creating a Spending Game "on the fly"
- How to win the trust of high Income and high net worth clients and their circle of trusted advisors.
Resources
- Seven, 75-minute, videos
- Shared documents & client files
- Shared Spending Game files
- Ability to email coach(es) course-related questions
- Post-course survey for input
Coaches (Instructors):
Matt Kennedy
Master Mentor
Matt Kennedy is an author, established wealth management strategist, and inventor of the Integrated Wealth Cycle, a proprietary system designed to maximize wealth potential.
He holds Life and Health licenses as well as a Series 65.
Matt has assisted Americans with their financial services needs for more than 20 years; he helps his clients protect their personal and business assets by teaching them how to evaluate the financial decisions that could be transferring away their wealth. Through extensive education and accurate, thorough calculations and simulations, Matt guides his clients down a holistic financial management path. Using the Integrated Wealth Cycle, he demonstrates to his clients how every financial decision is an important one and has a ripple effect they will feel throughout their entire lives.
He holds Life and Health licenses as well as a Series 65.
Matt has assisted Americans with their financial services needs for more than 20 years; he helps his clients protect their personal and business assets by teaching them how to evaluate the financial decisions that could be transferring away their wealth. Through extensive education and accurate, thorough calculations and simulations, Matt guides his clients down a holistic financial management path. Using the Integrated Wealth Cycle, he demonstrates to his clients how every financial decision is an important one and has a ripple effect they will feel throughout their entire lives.
Coaches (Instructors):
Matt Kenney
Master Mentor
Matt Kennedy is an author, established wealth management strategist, and inventor of the Integrated Wealth Cycle, a proprietary system designed to maximize wealth potential.
He holds Life and Health licenses as well as a Series 65.
Matt has assisted Americans with their financial services needs for more than 20 years; he helps his clients protect their personal and business assets by teaching them how to evaluate the financial decisions that could be transferring away their wealth. Through extensive education and accurate, thorough calculations and simulations, Matt guides his clients down a holistic financial management path. Using the Integrated Wealth Cycle, he demonstrates to his clients how every financial decision is an important one and has a ripple effect they will feel throughout their entire lives.
He holds Life and Health licenses as well as a Series 65.
Matt has assisted Americans with their financial services needs for more than 20 years; he helps his clients protect their personal and business assets by teaching them how to evaluate the financial decisions that could be transferring away their wealth. Through extensive education and accurate, thorough calculations and simulations, Matt guides his clients down a holistic financial management path. Using the Integrated Wealth Cycle, he demonstrates to his clients how every financial decision is an important one and has a ripple effect they will feel throughout their entire lives.