Clear Path to Cash Master Trainer Event

Unlock Your Financial Advisory Skills: A Comprehensive 2-Day Training

Event Overview

Join us for an immersive 2-day training event at Trinity University in San Antonio, Texas, designed for financial advisors, accountants, and business consultants committed to advancing their expertise in financial management and client communication. The Clear Path to Cash Master Trainer Event offers an unparalleled opportunity to master the Clear Path to Cash and Client Conversation Coach methodologies through intensive workshops, real-world case studies, and a unique culmination project.

Event Details

• Dates: December 6-7
• Location: Trinity University, San Antonio, Texas
• Format: Hybrid (In-person and Virtual Participation Available)

What to Expect:

• Day 1: Comprehensive Review & Practical Application

  • Start with a detailed overview of the Clear Path to Cash and Client Conversation Coach techniques.
  • Dive into practical case studies, applying learned techniques in real-time scenarios across various industries.

• Day 2: Advanced Case Studies & Culmination Project

  • Continue with advanced case studies, deepening your problem-solving and application skills.
  • Participate in a culmination project that challenges groups to revamp a company’s financial strategy comprehensively, showcasing your ability to integrate and apply all techniques.

Why Attend?

• Skill Enhancement: Elevate your ability to analyze financial health quickly and communicate effectively with clients using proven techniques.
• Networking: Connect with peers and industry leaders to share insights and expand your professional network.

Who Should Attend?

This event is perfect for:

• Financial Advisors
• Accountants
• Business Consultants
• Anyone in a role that benefits from enhanced financial analysis and advisory skills.

Registration – DEADLINE November 30th, 2024

• Pricing: $1500 per participant
• Early Bird Special: Register before November 1st for a reduced price of $1000
• Link To Event Brochure

Prepare to transform your approach to financial advisory and client relationships at the Clear Path to Cash Master Trainer Event. Enhance your skills, gain valuable insights, and return to your practice equipped to make a significant impact.