WELCOME to Mastering Your ROI!
Here are the replays of past calls, any associated documents, and your bonuses:
Mastering Your ROI – Call #1 Baseline
DOCUMENTS for Call #1:
Sacred Money Archetypes® Insights Breakthrough Tool – Business
Sacred Money Archetypes® Insights Breakthrough Tool – Personal
Mastering Your ROI Call #1 Transcript
Mastering Your ROI – Call #2 Parameters to Guide Your Investments
DOCUMENTS for Call #2:
Parameters to Guide Your Investments
Mastering your ROI Call #2 Transcript
Mastering Your ROI – Call #3 The Legacy Piece
DOCUMENTS for Call #3:
Money is a Powerful Tool and A Great Teacher
Mastering Your ROI Call #3 Transcript
Mastering Your ROI – Call #4 Closing the Gap
DOCUMENTS for Call #4:
Dynamic Planning – Mastering Your ROI Course
Mastering Your ROI Call #4 Transcript
Mastering Your ROI – Call #5 Case Studies
DOCUMENTS for Call #5:
Mastering Your ROI Call #5 Transcript
1. Money Principles Assessment – details available in the Class 1 Documents Section
2. CFO Review with Sue Thompson – In order for your to book this CFO Review with Sue, here is what we need from you:
2a) Please complete this Pre-Call Questionnaire
2b) Please complete this CFO Financial Review Prep Form
2c) Have your call homework completed to the best of your ability
2d) Once these items are complete, please reach out to us at email@example.com so we can get you scheduled. You have until December 31, 2016 to get these items completed and reach out to us for scheduling.
3) Debt Reduction
P.S. We are always looking for ways to serve our clients on a deeper level, and appreciate feedback that gives us insights into what really worked, and what you’d like to see more of. If you have a few moments to spare, we’d love to get your thoughts on the Mastering Your ROI Program in this quick survey: https://www.surveymonkey.com/r/FPZGYBJ
If you have ANY questions throughout the program, please do not hesitate to reach out to us.
You can email my team at firstname.lastname@example.org and we will take care of you!