Are you a financial planner, financial consultant, mortgage agent/broker or an insurance sales person and frustrated with the industry? If you, like we have over the past 2 decades, found it increasingly difficult to appease both your clients' and your bottom line, this Meetup is for you! During this Meetup we will unveil the brokenness of the financial planning model that we are all too familiar with and together, learn of PROVEN ways, strategies and tools that WILL take both your clients' and …

Meetup is being tested for the SfC all-staff monthly meeting, where we share program updates, organizational activities, brainstorming and planning exercises. Everyone is invited to join meetup.com and get involved in the idea of "open meetings".