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.