Show me the money!

Remember this post?

I figure it’s time for the big unveiling. Not that it’s a secret from the people I talk to all the time, but for those that I don’t – well, here it is. I’m now a financial planner with World Financial Group.

I had to take a big scary test to get certified, and I did not want to jinx myself before passing that so I have kept this quiet. I passed with flying colours and am now in the process to get certified, so I now feel comfortable to shout from the rooftops blog about it.

The mandate of our company is to help average Canadians – not the ones who already have a shitload of money because quite frankly, they have enough financial help. That’s why they are, and are staying, rich. Instead, we look at helping people who are just making an average wage, and show them strategies to help them get closer to their financial goals.

So far I have done five training appointments. The jist of these is for my trainer, Kim, to do our initial presentation and I watch so that I can learn the material. I also get to hear the answers to any questions that come up. We don’t hard sell – it’s literally ‘this is who we are, this is why we do what we do, here are some of the strategies that we use. If that sounds interesting to you, or you know someone who might be interested, we’re always happy with referrals. Thanks for your time.’ Out of those five appointments, we’ve ended up doing a plan for four of the people, and the only reason the fifth did not need our help is that he works in the financial industry and already has his stuff set up.

It’s incredibly exciting and fulfilling to me to be able to sit down with people I love and set them up for their future. Plus, my mind has been stagnating a wee bit at the old job, just because there is not much new that comes along to challenge me. Getting to learn an entirely new job that gives me that feeling of actually doing something worthwhile is fantastic.

So. I throw it out there to my friends list. If I know you personally, there’s a good chance that I will (or have already) asked if I can have an hour of your time to practise my initial presentation. You know me – seriously, no hard sell. No uncomfortable period at the end where you feel like you are obligated to give something in return. Just giving me your time is awesome because the more I get to practise with people I know, the less nervous I’ll be when I do get a referral to someone I do not know and have to look like an expert up front!

If I do not know you in person but you have been thinking that you want to get your financial stuff in order, I’d love to hear from you. Oh and the best part is? You don’t pay me. I never knew this about financial planning but we get paid from the companies that you invest with. You don’t have to put money out of pocket for any of my time or services. Pretty sweet deal. You can email me at twilightlost [at] gmail [dot] com and just put something in the subject line about financial planning.

And just something to leave you with – food for thought, as it were. Statistics Canada says that 9 out of 10 Canadians cannot retire at the same standard of living that they enjoyed when they worked. Is it worth an hour of your time to see what we have to offer, to get you on the right track to being in the 10% of Canadians who have a plan?

I’m done whoring myself out now. 🙂

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One Response to Show me the money!

  1. Nicole says:

    Congrats, Roomie!!

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