MoneyMinding Mastery >Advisor Training

Here is your chance to participate in an amazing opportunity...

MoneyMinding Mastery Training
for
Financial Industry Professionals
Financial Advisors / Mortgage Brokers / Bankers / Insurance Brokers / Realtors / etc.

*clients are also welcome

Training sessions personally lead
by MoneyMinding Founder, 
Tracy Piercy, CFP

Earn 30 Continuing Education Credits
while learning all the MoneyMinding secrets,
at the live
MONEYMINDING MASTERY EVENT!

 

It's not just an event, it's an experience!

DATES

2011 Dates TBA – Victoria, BC (Canada)

REGISTER NOW

HERE IS A SNAP SHOT OF EACH DAY OF TRAINING

SCHEDULE:   9:00 am - 5:00 pm daily

Each day, we start at 9:00 am with freshly brewed coffee, tea and a healthy breakfast.

Throughout the day, nutritious snacks and a hearty lunch will be available to keep you in top learning capacity. 

After the main MoneyMinding Mastery training (day 3), we will wrap up with a celebration and graduation.

DAY 1:   A Comprehensive Introduction to Financial Planning and Financial Products

This day focuses mainly on financial planning and products. This may be more of a review for financial industry professionals, but participation is required to acquire the continuing professional education credits.

We cover financial terminology, financial products, investments, insurance, estate planning, mortgages and the technical information you hear day-to-day on personal finance.  

DAYS 2 & 3:  MoneyMinding Mastery 

The step-by-step, experiential, hands-on, everything you ever wanted to know about money, and then some - leave with your personal plan in place - never seen anything like this before - event.

If you are an existing MoneyMinding Advisor, you may audit these days to participate in the amazing sharing of information provided there is seating available.

DAY 4:  Marketing with MoneyMinding

This is the day to learn how to grow your own business by integrating the innovative, yet simple, marketing plans from MoneyMinding into your practice. This day is required in order to qualify to be a Certified MoneyMinding Advisor and receive the exposure, support and powerful marketing programs to help you share the MoneyMinding message while building and supporting your core financial, coaching, mortgage, accounting, legal, counseling or real estate practice.

This day is not currently available as a stand-alone, however, existing MoneyMinding advisors may attend for refresher information and new strategies provided seating is available.  

If you are a financial professional, these 4 days qualify for 30 hours of continuing professional education credits.

Here’s What Else You Get With Your Registration

  1. Your own personal MoneyMinding Revolving 12 Steps to Financial Independence AND Financial Independence Decision Making Process Charts.

         That’s right, a full-color reference chart outlining your new step-by-step plan to transform your business and your personal finances this year (Tracy has one on her desk she refers to all the time).
  2. 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!
  3. You get the Enlightened Wealth Manual and The 12 Simple Steps of MoneyMinding books by Tracy.  You can keep these yourself or give them as gifts to your clients and loved ones.

In the MoneyMinding non-diet menu for financial success, these two books are your appetizer, and soup and salad – a valuable addition to any ‘meal’.

  1. 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.....

  2. If you become a MoneyMinding Certified Advisor, in addition to all the benefits, you receive the MoneyMinding system tools to grow and support your own practice. You are invited to participate in ongoing exclusive marketing and business training sessions.  These are for MoneyMinding Advisors only and feature some top business and marketing experts and information and resources that is current and topical for your ongoing success.  

And of course, you get a digital recording of each of these valuable calls for future reference and your ongoing business and marketing resource library.

And, an occasional BONUS, private one-on-one coaching with Tracy herself. 

..................................................................................................................................................

Exciting Additional BONUS ITEMS  

BONUS #1  –  7 Biggest Money Mistakes CD

The 7 Biggest Money Mistakes Almost Everyone Makes ~ And How to Turn Them into Amazing Possibilities for Lifelong Financial Security CD.  After listening to this CD, you will understand the 7 biggest money mistakes almost everyone makes; the 3 reasons people struggle with money; and at least 5 strategies you can use to immediately begin to make a positive impact in your own, personal financial life.

Valued at $24

BONUS #2  –  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 #3 –  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 #4 –  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 #5  –  A follow-up Q&A Phone Session

Two weeks after the event, Tracy will 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 and Advisor Training 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 their 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 your clients accelerate debt reduction; 

  • how to help your clients leverage assets for ongoing wealth creation;

  • how to effectively help your clients attract and work with professional referral sources to get what they 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 pm on the final day of the MoneyMinding Mastery 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 just go see Tracy and she will happily refund 100% of your money. 

You see, she’s that 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 her way of taking ANY worry off your shoulders about making this important decision.  


And that's my promise with my signature to back it up.

          

Tracy Piercy, CFP  
Founder and CEO  


Remember...   "There is nothing like your dream to create your future."

 

P.S.  When you register, you will receive the Mastery training schedule for our time together.  Your bonus materials, and Mastery materials will be waiting for you at the event. 

 

 

SEPTEMBER (days to be confirmed, 2011 – Victoria, BC

Venue TBA


Register for Mastery below
or call us at 250-592-0457

The MoneyMinding Makeover is a pre-requisite to the MoneyMinding Mastery event, 
You can get full details of the program here.

MoneyMinding 
MASTERY Training

4 DAYS

A Comprehensive Introduction to 
Financial Planning and 
Financial Products,

The 2-day MoneyMinding 
Mastery Training, AND

Marketing with MoneyMinding 
Advisor Training

» more

$2795/USD

Order Now
MoneyMinding 
ADVISOR AUDITS

Sit in for any of the days 
as a refresher course

» more

 

MUST have certificate of proof 
of completed previous 
MoneyMinding Advisor Training

 

$750 All 4 Days


Order Now

Believe ~ Begin ~ Become  

 

MoneyMinding Inc.
Victoria, BC
Canada

877-764-6444

info@moneyminding.com

Legal Disclaimer:  Every effort has been made to accurately represent our program and its potential.  Any claims made of actual earnings or examples of actual results can be verified upon request.  The testimonials and examples used are exceptional results and may not apply to the average attendee/purchaser and are not intended to represent or guarantee that anyone will achieve the same or similar results.  Each individual’s success depends on his or her background, dedication, desire, and motivation.  As with any business endeavor, there is an inherent risk of loss of capital and there is no guarantee that you will earn any money.




< CLOSE WINDOW >