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Become Your Clients' Spending Coach
Course Information
Content Level: Intermediate
NAPFA Subject Area: k-Marketing and Practice Management
Course Description
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.
Speaker
Steve Crawford
Steve Crawford 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.
Summary
Availability: On-Demand
Expires on Dec 31, 2022
Cost: Member: $0.00
Non-Member: $39.00
Credit Offered:
1 NAPFA CE Credit
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