7 Levels to Financial Freedom Batch 8

Basic Details

Location : Mumbai
Date : 19 Jul 2012
Time : 09:30 AM - 06:30 PM

Facilitator

lazarus dias

About Event

Financial Planning using 7 Levels. This is for advisors and the advisors can analyse which level the Client has reached in the 7 Levels to Financial Freedom


Topics Covered

  • Learn how to use the Financial Calculator
  • Learn how to create cash flow of clients
  • Learning all calculations for the 7 Levels of Financial Freedom
  • Risk planning, Investment Planning, Retirement Planning, Children Education and Marriage Planningrriage of
  • Financial Ratios and their meanings

Key Benefits

  • How to do prospecting HNI Clients by using the 7 levels idea
  • How to get good HNI References using the 7 Levels idea
  • Making multiple sales to the same clients again and again
  • Multiply ticket size every year
  • Qualify for TOT easily

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Not because of lack of Trainers. But, for the lack of connect in the market.