On today’s episode, Jayson Lowe and Richard Canfield talk about the importance of coaching while practicing IBC. The advisors at Ascendant Financial are passionate about coaching their clients through the IBC process. A new portal on the Ascendant Financial website has been launched to help clients learn and practice the process of Becoming Your Own Banker. With anytime, anywhere access, you can watch masterclasses, read client success stories and access a vault of valuable training and information on how to practice IBC. 

 

IN THIS EPISODE, YOU WILL LEARN: 

0:00 Introduction 

4:33 Ascendant’s client online portal

7:33 The advantage of resources and support readily available

10:00 Practicing and planning IBC with your family long term

16:17 Having a coach to guide you through the IBC process

21:55 Visit https://dayofnelson.com/day to learn insight and wisdom from R. Nelson Nash

25:00 De-noise the financial noise around you