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An explanation of the Balanced Living Training for Financial Professionals.
The third intro video to the Balanced Living Coach Training. This video covers the 1st appointment.
Second intro video to the Balanced Living Coach Training. This covers the Balanced Living System.
Introduction to the Balanced Living Coach Training program. Moving from product based to process based.
Part 5 of 5: Our fourth paradigm, the system, how it all works and how this can impact you and your business.
Part 4 of 5: Problem-solving vs. Lifetime-simplifying. We also go over each module in the Balanced Living System™
Part 3 of 5: Paradigm #2 goes over the difference between selling on wants not needs.
Part 2 of 5: Paradigm #1 Product-based vs. process-based.
Part 1 of 5: Intro to where we've been, our view of the financial industry and why we became financial coaches.
Explanation of how to use The Bank of U with the client.
Explanation of how to use Wealth Transfers with the client.
Explanation of how to use Strategy Focus with clients.
Explanation of how to use Responsibility Pyramid with clients.
Explanation of how to use Board of Directors™ with clients.
Explanation of how to use Commander's Intent and present it to a client.
Explanation of how to use Quadrant Living with clients.