Since doing the Your Spending Coach course in July we have completely changed the direction of the business, with cash flow now the core offering. This is the missing link between the client setting their goals, and achieving them, and the YSC offering allows us to implement this.
The course was excellent at providing an understanding of clients’ spending habits, the link to their goals, how to engage, and the tools to implement the strategies. Without the work that YSC has already done, there is no way we could/would have taken the steps to incorporate this very important element of financial planning.
As we roll-out the offering, we have found the client reaction to be extremely positive. Already we are noticing increased client engagement as we work through the YSC process, which is great for the long-term growth of the business.
To demonstrate the client reaction, after pitching the offering to a client last week, I receive a call from one of his work colleagues looking to catch-up immediately for a chat.
Thanks for your assistance so far, and we look forward working with YSC to assist our clients in achieving financial independence!!