Investment Mastery for Estate Planners: Understanding Client Psychology & Expectations
In this course, learn how to become a hero to your clients by protecting their investments against market risk AND teaching them how to properly use investments to support their dream lifestyle.
In five modules, you will learn:
- The myths that wall street is teaching your clients
- The difference between diversification and managing risk
- How to prepare your clients for multiple different scenarios and 'black swans'
- How to communicate with your clients about investments without feeling 'salesy'
- How to create a financial plan your clients will understand and appreciate
You'll also receive two bonus items:
- BONUS 1: Full transcript of the entire course! Put this into Chat-GPT to summarize, take notes, and/or highlight important points for your firm.
- BONUS 2: Free 30-minute coaching session with industry expert Greg DuPont. Discuss your professional goals and receive a concrete action plan to get started.
- BONUS 3: Complimentary copy of our print newsletter (normally only available to our coaching members)
Get started with the course today and become a hero to your clients tomorrow.