Fast track your business by becoming your clients Spending Coach!
Over the past five years, clients of Steve Crawford’s Financial Planning practice, Experience Wealth, have saved an average of 20% of their net income p.a. That's nearly four times the Aussie average….
In this webinar, Steve will spend time uncovering the key components of any great spending and savings program for your clients, namely Budgeting, Banking & Reporting.
Plus, he’ll also teach you how to help your clients:
Your host: Steve Crawford
Steve is the “GenXY Advice Guy” so his specialty is in all aspects of GenXY (and Z) financial advice.
His courses are all about helping you build a Financial Advice model that is specifically created for GenXY (and Z) clients, or his words (Not just a retiree model that was given a #hashtag and an Instagram account).