Financial Advisor Tip Sheet

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Attract And Retain More Clients By Building Relationships

You have probably noticed… There is a general lack of financial education through all generations in our society. Parents and grandparents simply don’t know where to start when it comes to teaching their children and grandchildren financial life skills.

By helping your clients teach the next generation how to properly handle their money, you can confidently grow your business. You can build relationships that count.

That’s why we’ve created the Financial Professional Tip Sheet – How to build your business by teaching financial life skills. It’s a quick, step-by-step guide with key elements you can use to build lasting relationships with the type of customers you want to work with.

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Help Clients Clarify Their Vision

Ask them open ended questions. Have them paint a picture of how they would love their money to be used when they are gone.

Maximize effectiveness in your practice

Tips to help you implement the strategy conveyed in the Wela Way products to grow your relationships with your clients.

Organize educational events around financial education

Connect and share value with parents, grand parents, teens and kids. Answer questions and concerns.

Financial Author And Speaker Nancy Phillips, Creator Of Zela Wela Kids

As a mother of two, I have become keenly aware of the importance of teaching our children financial skills early on before bad habits can occur. With this in mind, I created the Zela Wela Kids™ book series, for parents to teach their children these essential life skills.

“These resources were researched and created to help our youth – including my own children, learn essential, progressive financial life skills including: identifying personal values, effective goal setting, managing money to build wealth not debt, practicing gratitude, and developing an entrepreneurial mindset. This type of knowledge decreases the likelihood of bad financial habits or an entitlement attitude taking over, and increases the likelihood our children will lead happy, meaningful and personally successful lives, lives that have the potential to impact the world in a positive way.”

Nancy Phillips, HBSc., MBA

Creator of the Wela Way Financial Life Skills Resources

Messages From Our Friends...

Since finding your Zela Wela Kids blog and buying all of your books I feel like I've found a treasure trove of great information that, not only supports what I've been saying, but also teaches me more on topics that I, as a parent, am very interested in and thankful for learning about. I especially love the book on teaching the difference between needs and wants. I love your wish list and use it for both of my kids. I also love the idea of kids building their own "GISS" bank.

David Vogelsang, Financial Confidence blogger

I am so grateful that I went into Save-On that day and came across your books. It is so fantastic to read them to my girls and watch their little minds grow, and yes, as you said, no more temper tantrums in or leaving stores!

Deannie Zahara, mom of three

I wish we had “Built a Bank” sooner, it would have stopped so much begging for me to buy my daughter Lauren (8) things. Now she manages her own money and is learning for herself the value of a dollar.

Nicola King

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