XYPN 19 - Online Course Access + Pre Con - Become Your Clients Spending Coach

G'day mate! I'm so excited to be back at XYPN Live and can't wait to see you in the Pre-Con...

I'm so excited to be coming back to St. Loius - and this time I get the chance to deliver a jam packed Full Day Pre-Con on my favourite topic in the world - How you can become your clients Spending Coach.

The Workshop is based on my "Your Spending Coach" (YSC) program that was developed from our very own process that we've developed and has been a huge part of our own client process at Experience Wealth (our Financial Advisory firm). The process we developed in Experience Wealth has led to amazing client Savings results compared to what the Average Aussie saves, because it focusses on 3 key areas:

1) How to help clients find a reason to save in the first place - by linking it to their Lifesylte and Financial Goals

2) Teaching them how to use the each of the three drivers of a great Savings result - Budgeting, Banking and Cashflow Reporting (this is your PSSP - see below)

3) By giving them access to a Coach that helps them get the most out of their PSSP

So based on the success of our own experience with our own clients, I created the Your Spending Coach program in 2013, that has now been completed by over 500 Financial Advisers across Australia and in the USA. The program, and this Workshop, is for any Financial Advisor looking to build a Personal Spending & Savings Program (PSSP) for their clients – designed to help them tap into the huge growth area of "Spending/Financial/Cashflow Coaching" - especially in the Gen X & Y markets.

This workshop is in direct response to the crazy turnout we got to my mini workshop at XYPN18 (around 200 attendes... people were sitting on the floor because we ran out of seats)...

I've spent the last six months working with XYPN, tech providers and a bunch of US Advisors, to help me tailor my program for the US market... and I'm excited to say that for the first time LIVE in St. Louis at the XYPN Pre-Con Workshop I will be sharing that brand new content that I have been working on and...

...have created specifically for the US Financial Advisor market...

The new content relates to both the Budgeting & Banking & Reporting sides of your PSSP, but also we'll get into practical steps in using some of the Technology that, in my opinion, is leading the way in the PSSP in the USA - namely Right Capital, eMoney, MoneyGuidePro and Tiller.

The workshop is designed to provide you, the “Coach” with a step by step guide to become your clients “Spending Coach”. In doing so you will help your clients understand how they spend their money and know what a balanced budget looks like for them, identify ways to create a banking solution that supports their spending and savings objectives and stay accountable to their spending and savings goals each week and month.

Lunch will be provided, and you'll also get a workbook with loads of activities that you can complete back in the office (if you don't get them all finished at XYPN).

TICKET PRICES^

The 'Kookaburra' Super Early Bird (First 25 Registrations) - $297 USD

The 'Emu' Early Bird (Next 25 Registrations) - $347 USD

The "Magpie" aka "Maggie" aka Normal Ticket Price - $447 USD

^ All tickets attract a 1.8% ticket processing fee

PLUS all tickets will include enrollment in BOTH the Aussie & US versions of the Online Course (2 for 1 pack) with a Discount to upgrade to our "Toolkit" and "Coaching Calls" options (an email will follow your registration with the Coupon Discount Code and Link).

XYPN Members will get a 50% Discount and Non Members will get a 25% Discount.

I can't wait to see you there - and this year I promise to bring a whole box of Tim Tams (don't ask... but we might have been about 150 short last year... I didn't think that many people would turn up!!).

If you've got any questions about the workshop content and if it's worth your investment then feel free to email me at steve@theadvicemovement.com and I'll answer them as best I can.

Hope to see you there!

Cheers,

Steve Crawford

The Advice Movement and Chris Hemsworth's best mate... seriously... not really but you believed me for a second there!