What is Wealth Coaching?

I recently wrote about most people having preconceived ideas about investing. Their image is based on Hollywood movies such as Wall Street.  High-pressure sales, watching an array of screens and tickers for the latest share prices.

Investing is totally different. 

investing is creating income-generating assets and getting the best possible result from them.

It’s about understanding what is happening in the financial markets. 

Identifying or creating opportunities and maximizing them.

So, I thought I would share with you the range of topics covered with my clients just this week.  They are probably not what you would think about investing.  However, investing is building income-generating assets in Business, Property, Shares, Cryptocurrency, and Commodities.

So, here are some of the topics covered this week.

• Creating business systems for onboarding new team members including training, job descriptions and task lists.
• Automating back-office tasks for handling telephone calls, emails, client referrals and commissions.
• Creating Business Plans and moving plans into action steps.
• Using Risk Management Systems for identifying weaknesses in asset income and strategies for making them more productive
• Introduction to charts for the share market and using analytic tools
• PCA strategies for asset acquisition
• The Compound Effect
• Velocity Banking and Credit Card Strategies
• Leveraging knowledge, skills, people and money
• Joint Venture Opportunities and Contracts
• Defi Smart Contracts and Leveraging strategies in the Crypto market.
• Selling from the Stage
• Property Option Strategies in different economic climates
• Meeting International Property Investment Clients and Showing them around the area.

As you can see being a Wealth Coach is about helping clients create and/or acquire assets and get the best results possible from them.

If you would like to know more about how wealth coaching can help you,  book a call, and let’s chat.

https://karennewton.co.uk/call