Services Tailored to Create a Stable Client Base for Financial Advisors
As a financial advisor, you help your clients grow and protect their money. The Savvy Life helps your clients identify and nurture the seeds that fuel that growth.
While your expertise gets your clients to their long-term financial goals, The Savvy Life provides them with the education to manage their day-to-day money decisions which contribute to their overall financial plan. As they plug their financial leaks and streamline their spending, their quality of life increases, along with their net worth.
Through programs such as Webinars, Cash Flow Planning, Seminars and Speaking, The Savvy Life teaches your clients how to build a strong financial foundation while enjoying the journey, by being purposeful with their spending.
Services for Financial Advisors
The Savvy Living Webinar Series is a turn-key, drip marketing system, that keeps you in front of your prospect's and client's minds - without you having to run it. We provide the education and you receive the leads.
The Webinar Series shows your clients how to find more money to build their strong financial foundation, while they enjoy the journey - a powerful value-added experience you can give them.
CASH FLOW PLANNING
Some advisors enjoy doing cash flow planning for their clients while others do not have the time. We work with your clients one-on-one to help them plug financial leaks and streamline their spending. We teach your clients to become responsible managers of their day-to-day finances.
SPEAKING AND SEMINARS
The Savvy Life offers in-person speaking and seminars within the continental United States on a wide range of topics, including Targeted Saving, Purposeful Spending, the Fundamentals of setting up a Spending Plan and the Philosophy of Living a Savvy Life.
The Savvy Life is a day-to-day financial education company. We've been delivering day-to-day financial education and cash flow planning for over 10 years, working with financial advisors and their clients as well as hundreds of individuals ready to make their money work as hard for them as they do for it. We emphasize a positive, non-judgemental approach to financial education and coaching. We focus on how clients can get the most from the money they have now and how to develop smart money management habits so they can achieve their financial goals in the short-and long-term.
About Melissa Tosetti
Melissa Tosetti is the founder of The Savvy Life and author of the international bestseller Living The Savvy Life and was the spokesperson for Quicken 2013. Melissa has given over 200 Savvy Living presentations via webinar and in-person to audiences across the U.S. She's worked with over 400 clients doing cash flow planning. Melissa has been featured in U.S. News & World Report, Chicago Tribune, Miami Herald, Detroit News and more publications.
About Kevin Gibbons
Kevin Gibbons is the COO of The Savvy Life and co-author of the international bestseller Living The Savvy Life. A physicist by training, in addition to speaking and educating clients, Kevin has over 18 years technical program management experience and over 30 years technical engineering experience.