Cash Flow Planning with Manulife Bank
Submitted by Tracey on March 30, 2016 - 2:15pm
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Learn how cash flow planning can enhance your business |
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| Every client has unique needs and you already provide tailored financial solutions to help achieve their goals. So when it comes to investing in yourself this year, you could attend various product sessions... or explore foundational changes to create more client satisfaction and profit in your business model. Did you know there is a series of Cash Flow Planning seminars being hosted by The Money Finder over the next several weeks? The strategies and concepts discussed in these seminars could help you enhance the value you provide to your clients and grow your business using cash-flow solutions. During this workshop, presented by Stephanie Holmes-Winton, you will learn: • How to quantify your value in time for CRM2.
• How to expand your relationship with clients and enhance the value you provide.
• How Cash Flow Planning can help your clients achieve their financial goals and help you boost your revenue and referrals at the same time! You can register now for April and May sessions for just $97. Each workshop includes 3 CE credits and provides advisor tools you can use right away. PLUS, you can receive 20% off! Simply enterMANU20 in the promotion section of the workshop order form page Visit the MoneyFinder website to register for the workshop in your area:http://www.themoneyfinder.ca/workshops.html While Manulife Bank isn’t affiliated with the MoneyFinder workshops, we wanted to make sure you didn’t miss out on a great new business building opportunity. Feel free to connect The Money Finder directly at enrollment@themoneyfinder.ca if you have any questions about these seminars! Wishing you all the best in your business success. |
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