David Wright Email & Phone Number

Everyone in financial services, from Mortgage Brokers to Financial Planners knows that their industry is experiencing significant change right now, and it’s causing them uncertainty and unwelcome stress!As one Financial Planner put it recently, “An Atom Bomb has exploded in our industry and we really don’t know how, where or when everything is going to land!” The Banking Royal Commission has moved the goal posts and it’s unclear when they will stop moving or where they will stop!It used to be easy being in Financial Services, but now there is so much more ‘red tape’ to be dealt with and so many new hurdles to negotiate it’s become less enjoyable and more like hard work!Here’s the good news!There will always be those who complain about change and there will be those who see change as an opportunity!David Wright founded the Spending Planner’s Institute after 20 years of developing and fine-tuning an extremely powerful solution to people’s everyday money problems.His business journey began through a relationship with two local mortgage brokers who saw how the benefits of what he was able to do for their clients would flow into benefits for the service they were providing as mortgage brokers.Right now there are some compelling reasons why adding Spending Planning to an existing Financial Services business such as Mortgage Broking and Financial Planning will turn the changes into opportunities!A client who has a Spending Plan will:-• Be much easier to qualify for a loan.• Be more likely to afford investments offered• Be much more likely to refer others because of the positive outcomes they experience• Be much more likely to be a lifetime client• Have more financial success• Do a lot of the compliance work for you and pay you for the privilege• Put more money in your pocketFind out more... Go to https://spendingplannersinstitute.com/more

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