Tracy Piercy, CFP

Hi there –

You know how hard it is for most people to talk about money?
The average person never shares how much they make, what debts they carry, or what their net worth is, much less their insecurities or confusion about money issues. These are closely guarded secrets shared with only a few trusted individuals – people like you.

If you’re a:

• financial advisor or planner
  
• investment advisor
  
• insurance agent
  
• accountant,
  
• personal coach,
  
• mortgage professional
  
• real estate agent
  
• or someone else who knows their clients’ money secrets,
  
  

you also know the high level of trust and responsibility that goes along with keeping those secrets, and helping your clients make the most of what they have. It’s a huge challenge – one I’ve experienced myself for over 17 years.

My name is Tracy Piercy, and I’m a Certified Financial Planner professional. Through good times and bad, it’s been my job not only to help people manage their money, but also to help them through the insecurity they feel around it. It’s also been my job to teach the industry required curriculum for financial designations and I know that what we are taught, and what we share with our clients is only adding to their confusion.

And let’s face it: money stress is
one of the most common – and least discussed – problems keeping people from reaching their potential.

Perhaps you work in one of the fields I just mentioned. If you do, I’ll bet that you notice a lot more anxiety around money, as your clients struggle with rising costs, instability in the financial markets, and fallout from the US credit crunch.

And this sense of crisis is being fueled by the daily reports highlighting the bad news:

• Mortgage foreclosures
  
• Layoffs at big companies
  
• Tougher lending requirements
  
• The return of inflation
  
  

You care about your clients, so you are doing everything you can to calm their fears and help them move forward with confidence.

Does this sound like you?

• You’re organizing seminars to get all your clients together and address money questions at the same time... and hey, maybe they’ll bring their friends and you’ll meet new prospects at the same time.
  
  
• You’re clipping articles out of the paper that you think might help.
  
  
• In appointments, you’re pulling financial charts and other tools, trying to explain how the markets work.
  
  
• In your “spare time”, you’re poring over books on personal finance and wealth so you can recommend them to your clients.
  
  
• You’re spending valuable time educating your older clients on how they can help their adult children who seem to have more debt than money sense.
  
  
• You are the financial person your clients call for all their money queries, regardless of whether it’s your area of expertise or not.
  
  
• You are beating all the bushes, trying to provide “the answers” that gives your clients the financial security they are looking for without sacrificing your service and your relationship with them.
  
  

Through it all, you’re wondering to yourself,

“Am I doing all this work and really just reinventing the wheel?”

“I sure hope this works, because it’s taking a lot of unproductive time!”

“Is there something we’re missing that will give my clients the security they need?”

Let me tell you a story:

A few years ago, I found myself in exactly the position described above – clipping articles, booking extra-long appointments, and going the extra mile, and all this work was for a client who shouldn’t have had any money worries at all!

He had over 3 million dollars that I managed for him, and two beautiful homes. Just the interest on his wealth was more than enough for most families to live on. But he was losing sleep worrying about financial loss, and keeping his family to a strict budget that barely covered necessities, with no room left for enjoying the wealth he had accumulated over years.

When traditional models aren’t enough, do something different!
I did everything I was trained to do in the traditional model of financial planning. We looked at charts showing market performance over time, we talked about compound interest. We looked at his retirement savings and projected them over time. But all my technical expertise was not getting through to him. I needed something different. So I started reading:

First, I took a look at the financial success experts:

Napoleon Hill,
Earl Nightingale,
Tony Robbins,
Mark Victor Hansen,
T Harv Eker,
Robert Allen,
Michael Gerber,
Robert Kiyosaki,
and others

Tracy on stage with Tony Robbins at a live event

Tracy Piercy and eMyth business system expert, Michael Gerber He played a big part in helping draft the MoneyMinding System

They were – and are – experts at making money. They have some powerful messages on how changing the way you think can literally turn your life around.

But they didn’t place a lot of emphasis on the day-to-day activities that help you combine your new “prosperity thinking” with some practical wealth-building habits. I wanted a system.

I also looked at the more traditional “money savers”:

Suze Orman,
David Ramsey,
David Bach,
David Chilton,

These money icons and others have urged people to put some money-saving practices into place, but again, they have fallen short on the “big picture”. Too often, they place you into a smaller box without looking at the many possibilities that taking charge of your money affords you.

Could it be that I’d stumbled on the missing link?

Perhaps the bridge linking day-to-day money management to lifelong financial security was out there, but nobody had pointed the way to it!

That was the birth of MoneyMinding^®

It’s been nearly ten years since I first started developing the MoneyMinding system, and in that time, it has changed the lives of people around the world.

Starting as simple e-mail reminders sent to clients from my Outlook directory, it has evolved to incorporate all this:

A home-study program
4 books
Audio and video series
An on-line community
Regular teleconferences for collaborative learning
Newsletters
Articles, podcasts and blogs
Special reports and fact sheets
Live networking and educational events

And they are all designed to turn a person’s goals, past financial experience and expertise into the financial support system that generates ongoing income streams and ends money worry.

And MoneyMinding isn’t just about financial education for your clients – it’s also about adding incredible value for your practice

From the very beginning stages of Money Minding and continuing right through today, I’ve been committed to learning from the best teachers, and incorporating what I’ve learned into the MoneyMinding system for advisors.

• Marketing with Janet Switzer and with Jay Abraham
  
• Public Relations and Publicity with Jill Lublin
  
• Client Acquisition Strategies with Wayne Cotton
  
• Business Development and Systems with Michael Gerber
  
• Creating e-newsletters and marketing workshops with Ali Brown, Lorrie Morgan-Ferrero and Alex Mandossian
  
• Seminars and Public Speaking with T Harv Eker, John Childers and Tom Antion...
  
  

It’s added up to hundreds of hours and over a $100,000 to study with these masters, but it’s all been worth it because I’ve been applying what I’ve learned… AND I want to pass this knowledge on to the people I train as MoneyMinding Advisors.

With MoneyMinding, It’s All There “I was spending a lot of time educating people on my own. With MoneyMinding, it’s all there, plus it streamlines and puts a system around that education, freeing up time where I can service existing clients and find new ones.” “I believe MoneyMinding will add value to my clients, my business and personal life, and give me credibility and uniqueness in my industry.” ~ Shari Molchan, Molchan Financial

You can even turn MoneyMinding into a revenue stream by enrolling your clients in the complete MoneyMinding Makeover Home Study program, where they are taken through each module step by step. Each person you refer to the MoneyMinding Makeover earns you credit or cash for you to enhance your existing business or create a new one.

Other advisors, coaches and financial professionals aren’t even thinking about a ready-to-deliver education and empowerment system for their clients.

Applying just the first steps of the MoneyMinding system, you can help create an attitude around money where your clients feel more in control, less stressed, and can manage both the day-to-day financial decisions, and the big life decisions.

Whether your clients’ dreams are big or very simple, you can help them experience the phenomenal freedom that comes with the application of the MoneyMinding system in their lives.

New Financial Opportunities On The First Day "I learned 3 important things I can do to create new financial opportunities on the first day alone. Brilliant and practical information that everyone needs!" ~ Sharon Hall, Jamison Palmer Group Coaching & Consulting

MoneyMinding Helps Real Estate Investors Manage Wealth “I teach people about real estate investing. I would never talk to people and be hands-on about their finances – that’s not my job. But as people begin to invest in real estate, they need to know how to manage their wealth. MoneyMinding provides the curriculum, the information and the coaching they need.” “This is an incredible value-added tool for the RENG program.” ~ July Ono, On the Beach Education Corp

MoneyMinding Mastery and Advisor Training is NOT:

• A get rich quick plan,
  
• A network marketing business.
  
• A vehicle for MoneyMinding to sell other financial products or investments,
  
• A gimmick to sell anything other than positive, universal financial education to people looking for expanded possibilities in their life,
  
• A program that requires you to change all your current systems and corporate branding,
  
• A training session which you pay to attend, and get all excited with new information and ideas, only to lose your enthusiasm and momentum within a few short weeks due to lack of support.
  
  

MoneyMinding Mastery and Advisor Training IS:

• A business model that allows you to deliver a financial education system to your clients in a way that supports the work you do in your professional field.
  
  
• A system that allows thousands of people to gain access to the financial education we all should have received, but weren’t taught
  
  
• A community of like-minded professionals and clients who create possibilities and commit to changing the personal economic climate we live in.
  
  

Over the four-day program, MoneyMinding Mastery and Advisor Training covers a wealth of material:

Day One: Introduction to Financial Planning
Whether you are new to the industry or a Certified Financial Planner professional, you will go over the terms and techniques that all financial planners use, and find out how MoneyMinding adds value and innovative solutions to the traditional model.

Day Two and Three: MoneyMinding Mastery
From Step One to Step Twelve and onward, you will learn how the MoneyMinding system helps people to close the gap between their current money habits and their financial and life goals. This is the history, application and experience of MoneyMinding in action.

Day Four: MoneyMinding Advisor Training
Plan how to integrate the MoneyMinding system into the work you do with your clients. You’ll streamline your activities and increase productivity as well as learn now to use MoneyMinding to develop your client relationships.

IMPORTANT CONTINUING EDUCATION NOTE:
The four days of MoneyMinding Mastery and Advisor Training are worth an outstanding 30 CE Credits for financial professionals! Advocis, the Canadian financial industry association, examined our curriculum and gave Mastery and Advisor Training the following credits:

General Credits: 18
Technical Credits: 10
Ethical Credits: 2

You can complete Mastery and Advisor Training and fulfill a whole year’s worth of continuing education requirements!

Here’s What You’ll Learn:

Client Relationship-Building Skills:

• How to use MoneyMinding tools with your clients – immediately – so they can start experiencing financial success, and you can free up your time.
  
  
• How to assess client situations, expertise, assets or ideas and develop strategies and solutions that will help them reach their goals faster and easier.
  
  
• How to develop personal, uniquely customized financial plans for your clients that match their goals, lifestyle, personality and life vision.
  
  
• How to work with happy, loyal clients so they will become your biggest advocates and send you a stream of referrals to people just like them.
  
  

Fresh New Financial Planning Concepts that Create Income:

• How to determine the most lucrative ideas and profit centers for your clients up-front – so you know exactly where to start for the biggest wins possible. No more “cookie cutter” commonly-accepted financial solutions that just compete with everyone else!
  
  
• How to work with other professionals to offer your clients a broader sweep of solutions, and develop joint ventures and strategic alliances where everybody wins.
  
  
• How to use mainstream financial products in creative ways, and get better results.
  
• How to create an income plan for your clients that matches their spending plans – today and in the future.
  
  
• How to work with your clients so they’re protected against investment losses and have peace of mind, regardless of the risks and returns of their products.
  
  

Wealth-Building Secrets:

• How to help your clients develop a wealthy attitude that results in abundant living at any income level.
  
  
• How to recognize the income-building opportunities that come your way each day, and how to know which of these is right for you and/or your clients.
  
  
• How to use credit not just to “buy stuff”, but to build wealth.
  
  

Improved Results, Faster With The Right Sequence:

• How to keep records and organize finances to create the structure where wealth is built.
  
  
• How to use a simple checklist to make major financial decisions like buying and selling real estate, starting or leaving work, or funding a business venture.
  
  
• How to use a simple step-by-step strategy for tackling any financial challenge, roadblock or insecure situation.
  
  

MoneyMinding Marketing Strategies:

As an active MoneyMinding Advisor, you enjoy the following:

For a low monthly fee you get…..

• A listing in the “Find An Advisor” section of the MoneyMinding website. We sort our advisors by industry, location and whether or not they work in the financial industry.
  
  
• Your name and contact information on the MoneyMinding Makeover home study modules – we send them out to your clients on your behalf… automatically! This gives you “top of mind” awareness with your best clients.
  
  
• Opportunities to share your expertise with the larger MoneyMinding community and showcase your services.
  
  
• Your own personalized web page welcoming your clients to the MoneyMinding community.
  
  
• Customized marketing tools such as a personalized “Gazillion Dollar Bill” with your picture and unique MoneyMinding URL.
  
  
• Co-branding opportunities the MoneyMinding image and brand is connected and congruent with your business’s current marketing strategy and branding.
  
  
• Unlimited use of the MoneyMinding teaching materials with your clients, OR you can strengthen their commitment by enrolling them in the MoneyMinding Makeover Course, and receive referral incentives.
  
  

What if you don’t have a business model that “fits” with being an active MoneyMinding advisor? Here’s an easy solution – become a MoneyMinding Mentor.

Mentors are typically people outside the financial services industry who still want to benefit from the excellent training and dynamic atmosphere offered at MoneyMinding Mastery and Advisor Training. As a mentor, you may not want the business building system – but you will still benefit from referral incentives and the ongoing stream of revenue as you recommend your friends and family to the MoneyMinding Community.

Here's what else you get with your registration:

BONUS #3 – Nichify Yourself Audio CD

James Jacobson, Internationally renowned marketing consultant, provides marketing success principles and tips to 'Brand Yourself'. In this exclusive recording Jim reveals 10 insider marketing secrets and 7 mistakes people make in marketing. This information is only available to MoneyMinding Advisors!

Valued at $500

That's right! You come to the event, sit through all the training, participate in the discussions, do the exercises and enjoy yourself - even eat the wonderful food we're providing – and at 5:00 pm on the third day (which is the end of the Mastery event), if you're not totally thrilled and think you didn't learn:

• how to help your clients structure your day-to-day finances to get what they want without you having to take hours of your valuable time to walk them through it;
  
  
• how to help them accelerate debt reduction;
  
  
• how to leverage assets for ongoing wealth creation;
  
  
• how to effectively attract and work with professional referrals sources to get what you want and visa versa: how to effectively attract and work with the clients you want to work with; and
  
  
• how to implement loss protection strategies into your clients' plans so they feel more in control no matter what the stock market or interest rates are doing and regardless of their level of investment sophistication.
  
  

By 5:00 on the final day of the MoneyMinding Mastery and Advisor training, after you have received all the training and experience - if you aren't 100% satisfied that you learned all this and more, then you come see me and I will happily refund 100% of your money.

You see, I’m confident that nothing out there comes close to the quality of the MoneyMinding Mastery Event and the amazing, step-by-step information you're going to learn.

This "make you happy" guarantee is my way of taking ANY worry off your shoulders about making this important decision.

Yes, Tracy! Sign me up for MoneyMinding Mastery and Advisor Training! I understand that in this intensive 4-day training session, I will receive the following: A fresh look at personal financial planning from a MoneyMinding perspective A two-day immersion in the 12 Steps of MoneyMinding, from personal goals and values through to creative growth investments A full day of training in implementing the MoneyMinding system with my clients, increasing my productivity and my revenue streams All the materials and bonuses mentioned in this letter My own membership in the MoneyMinding Makeover Program Networking and brainstorming with Tracy, and with a select group of dynamic financial industry and personal growth professionals Ongoing follow-up and support as an active MoneyMinding Advisor