Why do you teach these workshops?
As a licensed financial services broker, I encountered many situations where certain knowledge could save a person a great deal of money. As that knowledge did not technically fall within my role, I created 101 Money to ensure that knowledge could be shared while maintaining industry compliance.
What are some more memorable moments where you saved someone money?
After teaching Estate Planning Mistakes, a woman identified that her ex-husband of many years was still the beneficiary on her insurance policy. That saved her family a substantial amount of money. I helped another woman identify a mistake in her mother's will. Unfortunately it was too late to fix as her mother had passed away. That led to a loss of hundreds of thousands of dollars. Had she come to me sooner, that mistake could have been fixed in about 5 minutes. There are many more stories, but those two remind me why it's so important for me to do what I do.
I have a financial advisor. Is there a reason I should sit down with you?
Getting a second opinion can provide valuable perspective and confidence that your financial decisions are well-informed and that you’re on the right path toward achieving long-term financial security. We also may identify overlooked opportunities that may better serve your needs.
Do you help with investing?
Yes, and we have access to professional money managers who do the real heavy lifting.
Do you work with only high net worth clients?
We work with all income levels, but those with a higher net worth will have more options. Our aim is to raise the net worth of each person so they can take full advantage of what the market has to offer.
How do you get paid?
My team builds personalized financial plans for clients, from which I earn a commission for the referral. This allows me to focus on teaching while the families we help build a more secure financial future.
Why WFG?
While shopping for term life insurance for my family, I encountered two companies who sold identical policies but company B’s prices were 3x the amount of company A’s. Needless to say, I went with company A which happened to be WFG. I love that they're a distribution company, meaning there's no conflict to sell their own products because they don't have any. I've been a satisfied client for over 20 years.
How much do you get paid per client?
Every client's needs are different so every paycheck is different. Each client equates to about 6 hours of work and $1000 commission. Some plans offer way more, some offer way less.
Are you hiring?
I recruit and train entrepreneurial individuals but I am not an employer. If you have integrity, a good work ethic, and a willingness to learn, I'll invite you to an interview. For those who qualify, I offer the opportunity to work with me and other incredible leaders in an apprenticeship-style program.
If you have any questions, contact me at support@101money.ca or click the link on the Home page to schedule a free Consultation.
FREQUENTLY ASKED QUESTION$