> for financial institutions & professionals
A “must attend” presentation for Financial Professionals!
Learn what no financial planning course has ever taught you!
“Discover how this Financial Advisor received over $100,000 of FREE press coverage in under 60 days using this financial planning angle with the media.“
Based on her books, The Woman‘s Guide to Money and The Prosperity Factor, Kelley delivers an empowering lecture based on a fun, practical journey into the psychology of money. This lecture speaks directly to financial professionals by a former seasoned financial professional, and will assist your audience in uncovering hidden beliefs and behaviours that have been holding their clients back and limiting the full potential of their financial success and well-being. Participants will learn how to teach their clients to break these old conditioned thoughts and beliefs for greater financial prosperity now!
Participants will learn how to:
As the financial architect of your clients dreams,
you need to teach them
“foundational” financial planning.
You’re more than a financial professional. You’re a coach, friend, confidant, and often times a therapist to your clients. Equip yourself with the tools to retain your clients assets by better understanding what money & wealth truly means to them.
The largest transfer of wealth from the baby boomers parents has already started. Over 1 Trillion dollars will be inherited. How much will your clients keep with you?
The ADVANCED information session covers:
Did you know that 41 percent of ultra-high-net-worth investors said trustworthiness — not investment performance (19 percent) — was the most important factor in deciding whether to stay with an advisor or not.
“As a financial professional for over a decade, I understand the challenges of being in the field. I realize that many times clients may double-step their financial professional’s advice for reasons that seem illogical or irrational. Differentiate yourself by showing your clients more than just the “doors and windows” of their financial house. Talk to them about building a solid foundation.”
Kelley Keehn, Financial Expert, Author, Speaker
CNBC regular contributor and CBC Radioactive Financial Columnist
Call NOW to book Kelley Keehn at your next conference or branch meeting.