Let us show you how to generate new business through our unique Financial Education Programs. It is simple and can easily fit into your existing client acquisition and appreciation efforts.

Would you get people’s attention if you could help them hang on to an extra $1,293,439? 

We have developed a unique client acquisition program through financial education.  It is simple, fits easily into your current client acquisition and appreciation efforts, and it does not cost you a dime.

We can help you:

• Offer Extraordinary Value to Clients and Prospects

• Expand Your Circle of Influence

• Establish Referral Relationships with Realtors, Financial Planners, CPA's, and Corporate HR Depts.

• Differentiate Yourself

• Acquire New Clients

When you provide real value to people they will do business with you.  You differentiate yourself by the value you add.  Our educational value has been developed around The Top 5 Money Mistakes People Make and How to Fix Them (How to Hang on to an Extra $1,293,439). 

The book and classes (offered live and online) provide the education people need, no matter how much they make, to hang on to more of their money.   If you are the one who brought them the class, who helped them hang on to more of their money, they will do business with you. 

Background

Money Metrics has been teaching The Top 5 Money Mistakes People Make and How to Fix Them for over three years. The response has been tremendous. The information we provide has real impact for people, it adds real value to their lives.

Problem

Research shows that people worry more about money than any other aspect of their lives, more than kids, spouses, relationships, or work. They struggle to save or invest. People are making critical financial decisions based on incomplete, inaccurate, and misleading information. People are hungry for information that will help them make fully informed decisions about money.

Solution

"Financial education is central to helping consumers make better decisions for themselves and their families." Dr. Ben Bernanke, Federal Reserve Chairman

When you provide real value to people they will do business with you. You differentiate yourself by the value you add. Our educational value has been developed around The Top 5 Money Mistakes People Make and How to Fix Them (How to Hang on to an Extra $1,293,439). The book and online class provide the education people need, no matter how much they make, to hang on to more of their money.

How Does This Work?

Money Metrics offers online classes. The class normally costs $25 per person.

1. We will provide you with a unique discount code and promotional content.

2. You send out invitations to attend an online class for free.

3. Your guests register with the discount code for the class of their choice from our website.

4. At the end of the class they complete an evaluation and a call for contact form.

5. They have the chance to ask to be contacted about buying or selling a home.

6. We pass all real estate related requests for contact back to you.

Contact

Bob Pessemier AFC, AAMS, CFE
President, Money Metrics
Ph: 425.373.4045

Email: bob@Money-Metrics.com