Friday, January 9th, 2009
Participants loved the updated Introduction to Financial Planning, which we’re calling Financial 360 (as in both minutes and degrees). Here are some of the comments we received on evaluation forms:
- We just touched on [each of the topics] but it left you wanting more!
- Good to review and realize I still need to go check and balance for myself.
- Very much looking forward to the next sessions.
- There was a lot of information to get a thorough grasp, but I’m able to ask questions.
- Knowledge is power - now how do we prioritize and ask questions?
- Great!
- I loved the mix at the course. Such a wealth of information in one room!
Posted in Mastery Moments | No Comments »
Monday, January 21st, 2008
MoneyMinding continues to attract professionals in the financial field, as well as realtors, mortgage brokers, business coaches, and in general “people who talk to people about money”. This week, we’re training a new group of MoneyMinding advisors, and giving them a whole marketing system to enhance their practice, as well.
Both this session and the next one, March 14 -17, are located in Vancouver BC. They are the only live training sessions we are booking until after the summer. In addition to the live events, we are developing a “teleseminar” version of advisor training, which would deliver the same material over a series of 2-hour workshops which people could attend by phone or internet connection. Look for the MoneyMinding Advisor Tele-Training starting in May.
Posted in Mastery Moments | No Comments »
