Presented by:
Steve Crawford, Experience Wealth
Thursday, December 12, 2019 at 3:00 - 4:00 PM ET (2:00 PM CT, 12:00 PM PT)
Earn: 1 NAPFA CE in K – Marketing and Practice Management
Member: Free; Non-Member: $39
This session will give you a proven step by step guide to becoming your clients “Spending Coach”. You will learn how to help your clients examine and understand their spending patterns, develop their personal balanced budget and stay accountable to their goals each week and month by using technology to report their progress.
Steve started Experience Wealth from scratch in 2008 focusing on GenXY clients - with no clients or referral partners and had never been an adviser before. Today his Award-Winning business is going strong, with an innovative Financial Coaching & Mortgage Management offer designed exclusively for GenXY.
Experience Wealth has grown exclusively from client referrals - due to their innovative Goals Based Advice and Personal Financial Coaching offer. Steve has pushed the boundaries of ‘traditional advice’ by building Budgeting, Cashflow, Banking & Lending services for his clients and his business leads the industry in usage of technology like Online calendar bookings, Virtual Meetings & Video to deliver Advice to the Netflix generations in a modern way.
Steve presented at the 2019 NAPFA Fall National Conference. This is the second of two NAPFA webinars conducted by Steve in 2019. The first entitled, “Hey Alexa – Why should Financial Advisors care what FAAG is up to?” is available in the NAPFA online store.