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Passionate about helping clients reach
their goals...
But are you losing
precious time
working through
money worries with them?
In just 4 days, I can show you...
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How
you can make a huge impact |
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While
freeing up your schedule, |
|
While
Boosting your production,
AND |
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While
attracting more clients! |
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 are 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 since 1991.
My name is Tracy Piercy, and I am a Certified Financial Planner
professional, financial literacy expert and money behavioral
specialist. 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
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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.
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Tracy,
I am so excited about MoneyMinding – it has had such a
significant impact on me, my confidence and my future. It is early
days... but I just know I have lots of ability to make MoneyMinding
happen for people.
~ Jane
Dewing, real estate investor, consultant
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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.
Now
It’s Your Turn...
Enhance and
Enrich Your Own Practice and
Personal Life
With the MoneyMinding
Client Development System
Before we go on, it’s important for you to know
something:
The very best way I know how to help you achieve what
you want for your clients and for your business is to give you an
opportunity to learn the incredible system that MoneyMinding has
become, and over the four-day MoneyMinding Mastery and Advisor Training
session, to share with you all the tools you need to integrate it into
your business.
This session is designed for people who are committed to achieving
results in their business and in the lives of their clients, rather
than those who are simply looking for more information. It is for you
if you are looking to transform your business and your life into one
that celebrates possibilities and abundance, and puts an end to money
stress and worry. It is also for you ONLY if you are committed to
investing in yourself and doing whatever it takes to reach your goals.
What is the MoneyMinding Difference?
Any winning recipe has an ingredient or a technique that sets it above
its competitors. At MoneyMinding, we have both:
MoneyMinding
focuses on what other money management
systems miss
I taught the curriculum for financial professionals for 6 years, and I
can honestly say that the lesson material doesn’t address the
needs of average people, regardless of their level of wealth!
- What does
it take to create personal savings?
- How to
spend money in line with your values?
- What does
it take to qualify for and pay for credit?
- When you
are not working because you have retired, or are unable or don't want
to anymore, what do you need to live?
The answer is INCOME, but the traditional teaching material
doesn’t cover how to help individuals plan for lifelong, ongoing
income! Instead, we are taught to counsel our clients to ”Save a
lot of money for your future retirement.”
When they do the math, most people look at the money they need for a 20
to 30-year retirement, and panic! It’s almost impossible for most
people to build a pile of money that high. The “saving for
retirement” teaching actually contributes to the fear they feel,
and fosters a “broke” mentality, yet it is still the
foundation of the principles of financial planning.
Clients who do accumulate the coveted nest egg then worry about losing
all they have or running out if they make a wrong decision.
As a MoneyMinding advisor, you will learn about that
missing ingredient and how to profit from it. You will be able to
guide your clients as they find ways to incorporate new information and
attitudes into their day-to-day activities.
MoneyMinding builds financial success from the ground up
So many financial education programs concentrate on only one part of
the money-management spectrum. Whether they are debt control
strategies, spending plan systems, creative strategies, real estate
investing, even “get rich quick” options, it’s hard
to see how these individual pieces fit into an overall lifestyle
financial plan. MoneyMinding provides the whole spectrum, including:
- Personal
goals and values
- Cash Flow
Management and Income Generation
- Tax
Planning
- Risk
Management and Legacy Planning
- Credit
Management
- Asset
Management
Each module follows logically from the previous one, so that
you can share solid wealth-building principles with your clients and
know what they are ready to tackle both now and in the future.
Open
New Doors
With a Turn-Key System That Has Your Clients
Talking About Money… With You!
You can connect yourself – and your clients - to a
whole system designed to lead individuals and families out of money
fear and into lifelong financial security.
The spade-work has been done for you. As a MoneyMinding
Advisor, you connect your clients with the MoneyMinding concepts using
tools and modules we’ve already prepared. Then you focus on your
core business activities – the ones that are profitable for you
– that give you more money and more time.
We deliver it to you in a way that:
- differentiates
you in the marketplace,
- adds
value,
- increases
profitability,
- saves
time,
- strengthens
relationships with clients and
- builds
professional alliances.
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 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
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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.
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 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
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Will you be one of the select group of MoneyMinding
Certified Advisors?
Do you want to:
- Implement
plans for your clients with the products you represent, while
streamlining education so your meetings are more productive?
- Have
your clients coming to your prepared with the right information and
attitude? You can give them exercises and activities they do on their
own and they provide you with more in-depth information. You can help
them take minutes a day to develop a wealthy mindset and learn how to
spot new income opportunities – regardless of their current age
or economic situation.
- Enhance
your current practice with a solid financial education and empowerment
tool for your clients?
- Develop
your practice to include multi-generational clients, and an endless
stream of referrals from both your clients and like-minded professional
alliances?
And stay focused and more productive with your core
business expertise?
|
 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
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MoneyMinding
Mastery training is NOT...
|
| X |
A get
rich quick plan |
| X |
A network
marketing business |
| X |
A vehicle
for MoneyMinding to sell other financial products or investments |
| X |
A gimmick
to sell anything other than positive, universal financial education to
people looking for expanded possibilities in their life |
| X |
A program
that requires you to change all your current systems and corporate
branding |
| X |
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 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 4-day program, MoneyMinding Mastery covers a
wealth of material:
Day 1:
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
2 & 3: 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
4: MoneyMinding Advisor/Mentor 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
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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…..
- Insider access to the
MoneyMinding Makeover program for yourself and for clients you serve. As they work on
the simple exercises and activities in the MoneyMinding Makeover, you
are equipping them with financial acumen and a proactive outlook on
personal finance.
- Your name and contact
information on the MoneyMinding Makeover home-study modules – we
send them out to your clients on your behalf… automatically!
This leverages your time and effort, and gives you “top of
mind” awareness with your best clients. In
turn, the extra service you are providing them will increase the number
of referrals you receive on an ongoing basis.
- Opportunities to share
your expertise and showcase your services to the larger MoneyMinding
community. We highlight the expertise and
services of our advisors in our far-reaching MoneyMinding Messenger newsletter,
the member bulletin MoneyMinding in
Motion, and the online community mVillage. This
marketing opportunity includes participating in live teleconferences,
and re-purposing those conversations so you can use the recordings in
your own marketing system, whether it’s as a CD or on your
website.
- 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 own personalized web
greeting 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
using the MoneyMinding logo and brand.
- Extensive use of the
MoneyMinding teaching materials such as templates, questionnaires,
seminars and fact sheets with your clients.
- Opportunities to increase
your exposure to clients and prospects by highlighting your business at
live Mix 'n' Mingle Events,
hosting MasterMind groups and contributing to MoneyMinding Network
teleseminars.
- Your events and
promotional materials linked from the events and marketplace sections
of our online community, mVillage, where other MoneyMinding members and
advisors can see them.
- Referral incentives for
MoneyMinding referrals.
- Referral business with
like-minded professionals from other complimentary financial fields.
- Ongoing
business development calls with other MoneyMinding professionals for
idea sharing, support and timely strategies.
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:
 Your own personal MoneyMinding Revolving 12 Steps to
Financial Independence AND Financial Independence Decision Making
Process Charts.
A full-color reference chart outlining your new step-by-step plan to
transform your business and your personal finances this year (I have
one on my desk I refer to all the time).
- You
get the sturdy MoneyMinding 12 section binder packed with
information, templates, questionnaires, stories, tips and resources
organized in step-by-step detail.
This binder contains the entire MoneyMinding Makeover course PLUS the
summary of principles, strategies and key messages for easy quick
reference.
 You also get the CD of the
course so you can print the extra pages you need for your personal
situation and that of your clients.
When you get to your seat, you'll also find some special worksheets
that will help you capture those million dollar ideas and names of
people to contact and share your new knowledge with. And, I guarantee
you'll get plenty of ideas!
- You
get MoneyMinding Membership access.
- If you're
not already a member, you can get full details of this program here.
- And
remember, each month of MoneyMinding Membership, we share valuable
information with members, and you receive a digital recording of each
session for future reference so you can listen again or whenever fits
into your schedule.
- You
get 2 of my books, the Enlightened
Wealth Manual and The 12
Simple Steps of MoneyMinding. You can keep them yourself or give
them as gifts to your clients and loved ones.
- You
get samples of all the MoneyMinding 'side dishes'.
I told you we're holding nothing back – you get everything you
need to succeed and then some...
- And,
all MoneyMinding Advisors will receive an occasional bonus, private
one-on-one coaching with Tracy herself – you can discuss your
business or your personal finances. It's one-on-one time just for your
benefit.
BONUS #1
– Building Blocks To Grow Your Business
8 hours
of recorded live training event delivered on CD. This program is a
complete step-by-step system to help expand your private practice.
Tracy Piercy provides proven tips to guide your marketing and business
practices in order to generate leads and gain new clients. You get 5
recorded audio sessions and the 45 page manual!! A $2000 value for
attendees of the live event – wow – this bonus alone can
significantly improve your marketing results and earn you more money in
your business.
Live event valued at $2,000
BONUS #2
– Client Minding DVD
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? This 2
hour seminar was recorded live to advisors as part of a continuing
education series offered by the Investment Dealers Association of
Canada. It was then delivered nationally for 6 months for advisors to
participate in live. The ground-breaking information is not available
anywhere else!
Live
event valued at $900
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!
Live
event valued at
$500
BONUS #4
– A follow-up Q&A Phone Session
Two weeks
after the event, I’ll host a 90-minute Q&A session by phone.
You call in and ask any remaining questions you have, or call in and
listen to others' questions and situations. You'll find this extremely
valuable as some questions may pop up in your mind after you get back
home or to the office and begin to implement the MoneyMinding system.
The
MoneyMinding 100% Risk Free Money Back Guarantee
Who said
there aren't any risk free investments? Well, there is now!
Your MoneyMinding Mastery Event
is a
100% risk free investment because we are assuming all the risk!
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 ,
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.
Tracy Piercy, CFP
Founder and CEO
PS, Remember, you
don’t have to be a “financial planner” to help people
gain control of their money! MoneyMinding Advisors are active and
thriving in a wide variety of fields, including mortgages, credit
counseling, personal coaching, real estate, accounting, and education.
We’d love to hear from you and see if you’re a fit –
call MoneyMinding and talk to one of us!
Believe ~ Begin ~ Become
MoneyMinding
Inc.
Victoria, BC
Canada
1.877.764.6444
info@moneyminding.com
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