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Advisorpedia Presents
Unlock Additional Cash Flow to Grow AUM
Presented by: Gordon Stein
Author, The Cashflow Cookbook
Wednesday, February 1st | 12:00 - 1:00 PM ET
Helping clients with expense reduction is an overlooked way for financial advisors to add value and accelerate their wealth building. Learning how to guide your clients through this process can result in benefits to both of you:
- You deliver additional value
- The client’s effort on expense reduction results in additional cash to invest and increases their involvement in their relationship with you
- You enjoy accelerated growth in AUM
In this educational and interactive session, noted author (and popular Advisorpedia Contributor) Gordon Stein will present strategies you can use with your clients to help them discover additional cash flow they can use for investing by examining their day-to-day expenses. You will learn how to:
- Add a high value element to your wholistic wealth offering
- Demonstrate the power of increased monthly contributions to client wealth acceleration
- Show clients exactly how to free up more cashflow for investment with minimal effort or sacrifice
- Engage the client in their wealth building to increase their commitment to, and relationship with, their advisor
- Increase client wealth building at their personalized income level with no incremental risk
- Gain referrals that replicate the current client base
- Blunt losses from intergenerational wealth transfer
- Grow their AUM
After the session, Gordon is pleased to offer Advisorpedia readers a Cashflow Cookbook starter set that includes 10 copies of Cashflow Cookbook delivered to your office, a PDF of his Wealth Advisor Playbook and a one-hour consult to explore your wealth business and share best practices to accelerate client wealth, reduce churn, grow AUM and increase client referrals. The books alone are worth over $200 – Gordon is offering this package for just $120. You can book your consultation and order your books and PDF of the Wealth Advisor Playbook here.
“Cashflow Cookbook is a gift for both investor and advisor. Investors learn how to free up more cashflow for investing and accelerate their wealth. Advisors uncover a new way to add value and deepen their client relationships. Gordon’s talks and his book are a must for any wealth practice.” ~ Bill Cates, Best Selling Author of Radical Relevance, Consultant, Coach, Speaker and host of “Top Advisor” podcast.
About Gordon Stein, MBA, CFEI: Gordon Stein is an international keynote speaker, blogger, personal finance expert and author of Cashflow Cookbook - $2 Million of Financial Freedom in 60 Easy Recipes. He delivers transformational talks that help people crush their number one stress – their finances.