.png)
“Our first seminar went great with a lead on a client who wants a plan and has over $500,000 that needs managing.”
First time users
Attracting Clients – Life Goals Planning Turnkey Seminar™
The Life Goals Planning Turnkey Seminar™ can be used to introduce financial planning to new or existing clients.
Learn more - watch the video
The turnkey seminar includes 50 copies of the book, No Regrets, A Common Sense Guide to Achieving and Affording Your Life Goals (currently $16.95 at Chapters or online at www.lifegoalsplanning.com). No Regrets has been featured on BNN, CBC Newsworld, Canada AM, National Post, Ottawa Citizen, Montreal Gazette and many other media.
The turnkey seminar includes
All the tools to host your own seminar:
An effective seminar that differentiates you from the crowd by focusing on what clients care about, their goals.
Includes:
- Simple how to guide
- Seminar invitation letter
- Seminar invitation flyer
- Seminar RSVP form
- Seminar client handouts and feedback surveys
- Seminar presentation and speaker notes (view slides)
- 50 copies of No Regrets for seminar attendees
The Format:
The Guide is provided electronically in PDF format. The Presentation and Speaker Notes are in PowerPoint format and all other documents are provided as Word documents (fully editable). The books are sent by courier within 48 business hours of receiving your order.
|
All the tools to host your own seminar: An effective seminar that differentiates you from the crowd by focusing on what clients care about, their goals.
|
|
The Format: The Guide is provided electronically in PDF format. The Presentation and Speaker Notes are in PowerPoint format and all other documents are provided as Word documents (fully editable). The books are sent by courier within 48 business hours of receiving your order. |
|
|
Pricing
$1,450 CDN plus HST
After your payment has been successfully processed through PayPal you will receive an email with access information to the product.