BUSINESS DEVELOPMENT PROGRAMS



The core focus of MoneyMinding has always been to bring together professionals in the financial related industry and consumers with the primary focus on providing third party financial education. 

We offer a variety of programs to help address the needs of financial professionals and employers to strengthen and grow their business. By helping you, your clients, your prospects and consumers at large, MoneyMinding teaches concepts for financial success, business strategies, personal relationships and success principles - proven concepts that integrate success principles with solid and universally practiced financial planning strategies that provide simple changes in perspective so that better questions can be asked resulting in the knowledge to make better money decisions! 

Marketing Partner Program   ~FULLY MANAGED Too busy to take on new activities, that's okay, we can do it for you!   Let us help you: Customized MoneyMinding webpage Marketing on your behalf Ongoing training sessions to get and keep you on track Specific action plans to quickly get the results you’re looking for Opens doors to new markets Generate Passive Referrals A completely unique  way to grow and service your clients and prospects! A proven program to help grow your business using a streamlined and systematic approach! » more

$149 USD  To Get Setup Customize Your Options In increments of 250 clients per, choose your monthly service. If you have over 1000 clients >Ask Us Includes... Your Marketing Partner Benefits PLUS the Minute Manager Service for Both You and Your Clients

Marketing Partner Program   ~DO-IT-YOURSELF Finally, a proven program to help grow your business using a streamlined and systematic approach!   Get started today and get: Customized MoneyMinding webpage Tools to begin your marketing approach Ongoing training sessions to get and keep you on track Specific action plans to quickly get the results you’re looking for Opens doors to new markets A completely unique  way to grow and service your clients and prospects! » more

$149 USD  To Get Setup Order Now $29/month thereafter  for ongoing access Ask us... About client uploading on your behalf Apply Today!

MoneyMinding Mastery Start off with a complete financial 360 and rethink and relook every area of Financial Planning and Financial Products, then work through the entire MoneyMinding Makeover (included in your tuition) to give yourself a 'financial 360'. A 4-day live event  for both financial professionals and non-industry professionals This action packed program is your real life comprehensive MoneyMinding Makeover Qualifies for 30 CE Credits » Qualifies for 30 CE Credits » more

$2798 USD Live Training See Events Calendar for the Next Event Register Here PRE-REQUISITE: MoneyMinding Makeover Program    $379 USD Register here if you already purchased the MoneyMinding Makeover Program » Call (250)592-0457 or email for details about private training for your group

TOOLS AND MATERIALS

Money Myths and Mistakes that Sabotage Client Relationships ~And how understanding them will help you grow and service your practice            by Tracy Piercy, CFP A Presentation for Financial Professionals  Learn about money mistakes commonly made on a daily basis so you can communicate these with your prospects and clients.  This knowledge helps clients make better decisions, while at the same time builds and maintains your credibility in your client's eyes!

$29 USD Immediate Download

Nichify Yourself Marketing success principles and tips to 'Brand Yourself'. This exclusive recording with Internationally renowned marketing consultants reveals 10 insider marketing secrets and 7 mistakes people make in marketing. This information is only available here! Live event valued at $500

$79 USD Audio CD Add to Cart | Order Now

ClientMinding This program is a complete step-by-step system to help expand your private practice.  ? How do you minimize the risks inherent in financial client relations ? How do you manage the client questions, concerns and queries to satisfy their needs as well as maintain a profitable and efficient practice 2 hour recorded live seminar: For advisors as part of a continuing education series offered by the Investment Dealers Assoc of Canada Delivered nationally for 6 months for advisors to participate live This ground-breaking information is not available anywhere else! Live event valued at $900

$139 USD DVD Add to Cart | Order Now

Building Blocks to Grow Your Business This program is a complete step-by-step system to help expand your private practice.  8 hours recorded live training event including: A complete step-by-step system Provides proven tips to guide your marketing and business efforts generating leads and new clients Significantly improve your marketing results Earn more money in your business 5 recorded audio sessions 45 page manual Live event valued at $2,000

$299 USD 5 Audio CDs 1 Manual Add to Cart | Order Now