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Are
You Accidentally Sabotaging Your Client’s Success?
 Hello, I’m
Tracy Piercy:
I am the money expert to show both you and your clients how to GET
BETTER RESULTS by combining your financial planning expertise with the
‘softer side’ of money: communication and psychology. This
isn’t taught in the financial curriculum, yet studies show that
80% of success is the result of understanding the application of both
of these skills. I CAN:
- Demonstrate how
conventional money wisdom creates a wall in your client communication.
- How simple changes
will create more profitable
relationships immediately.
- Provide a fresh
approach so you add value, be
more productive and save time.
The
inspiration to share the missing links between money and life began
with a multi-million dollar client of mine who stressed over every
financial decision. While teaching financial planning to advisors, and
while consulting with clients ranging from broke to billionaire, I
needed a way to connect behavioral finance concepts with day-to-day
money transactions. Mix in a little of my own life experience, and the
result is the MoneyMinding Makeover course that is now a
complete system of values-based financial decision making.
Today, I am changing lives by sharing proven tips, concepts and
strategies in my books, courses, speaking engagements and media
appearances.
My company, MoneyMinding International Inc., coaches and trains
financial professionals and consumers throughout North America and
beyond on these simple day-to-day strategies.
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MoneyMinding
for Advisors is a:
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Prospecting
tool that differentiates you from the crowd
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Marketing
system that integrates online and offline programs to provide a steady
stream of referrals
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Practice
Management program that doesn’t require you to change what
you’re already doing
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Compliance
aid because your clients are involved and more knowledgeable
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Client
Service system that keeps your clients engaged in your professional
services
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» Find
out more about
this unique marketing & client service system
» Attend a FREE WEBINAR and earn CE credits
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