Webinar Replay

Financial Planning
Zero to $1 Million in 60 Minutes - How To Accelerate Client Wealth, Grow AUM and Increase Referrals. Yes, Really
82% Rating
Bookmark
Gordon SteinGuest Expert: Gordon Stein, BESc, MBA, CSC, CFEI,

Personal finance is often portrayed as a zero sum game where clients can either spend heartily and enjoy life now, or endure a lifetime of sacrifice to enable a brighter future and retirement. In t...

Trusted by 1000+ Financial Advisors

Unlock Unlimited Expert Webinars

Get Full Access to 100+ Sessions at $19/month

Subscribe Now

Discussions & Comments

No Comments added

Search Webinars, Sessions, and More

Most Popular Searches

Personal finance is often portrayed as a zero sum game where clients can either spend heartily and enjoy life now, or endure a lifetime of sacrifice to enable a brighter future and retirement. In this session, Gordon Stein applied the concepts from his book, Cashflow Cookbook, to illustrate how a typical client can free up hundreds of dollars of monthly cashflow for incremental investment to accelerate wealth building with their advisor. His approach offers a win-win that offers clients a dramatically improved retirement, strengthens their relationship with their advisor and increases AUM.