Wealth Planning Learning Solutions

Effective learning solutions to allow advisors to drive
business growth through the financial planning offering.
INSTRUCTIONAL DESIGN 
FACILITATION
eLEARNING
We design and deliver financial planning software training for a variety of financial planning software platforms.  Virtual, In-Class, eLearning, Case Studies, Job Aids
. Retention, Extension, Consolidation, and Growth of Client Base.

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Retention

  • Cement existing relationships 
  • Surpass competitors
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Extension

  • Expand products held 
  • Expand services contracted
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Consolidation

  • Of assets 
  • Of financial products & services
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Growth

  • New clients by referral 
  • Through planning offering
Julie Hamilton & Associates

Julie Hamilton, MBA, CFP | Consultant - Wealth Planning Learning Solutions
Tel: 905 626 0029 | Email: info@juliehamilton.ca

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