WHY THE URGENCY FOR AN OBJECTIVE E-LEARNING SOLUTION?

FINANCIAL LITERACY - UNDERSTAND THE LANGUAGE

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Our corporate goal and responsibility is to correct the 'old' or 'antiquated' mindset and ensure our members are not only 100% educated, but also 'comfortable' discussing their finances. 


We're offering Simple Concepts, Simple Strategies, easily executable...


Our Financial Services experience spans over 150 years collectively, we have encountered countless clients who; as a result of a lack of information, unfortunately, made mistakes. Mistakes, such as over weighting in volatile asset class, grossly underinsured or did not take advantage of 'a catch-up loan' strategy for buying back the 'missed' years, when they didn't or couldn't purchase RRSP's... (the list is quite extensive).

OBJECTIVE & UNBIASED CONTENT

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So, Relax, take a load off and be prepared to learn in a secure, private and forgiving environment. YOU are the ONLY person who can initiate a conversation, however, if there is a systemic issue at a macro level, or potential catastrophe (market volatility) in the Financial Planning 

sector, we will ISSUE a Public Broadcast Notice, under the banner of 'Financial Responsibility'.
 

The Money Cafe Corporation™ - "Everything You Always Wanted To Know/Ask About Financial Planning, But We're Afraid To Ask..." 😊


If you are a licensed professional and interested in being a part of our 'Advisor Body' or to offer your 'Expert Advice', contact us and we'll send you our 'Professional Agreement? 


Why become an FFP Member? To receive and benefit from a myriad of member activity and benefit, as a trusted advisor; you be able to interact with members, provide answers to members questions in a town hall 

setting; participate in a webinar and you're invited to supply your OWN 'approved' content, for the benefit of everyone. (With FULL CREDIT to YOU).

YOUR PERSONAL JOURNEY

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Regardless, we would like everyone to have access to 'almost' every ounce of financial advice you're looking for and if it's not listed, we will do our due diligence and secure the info for you. 


Elevate Your Financial expectations by re-taking control of your financial future. 


Do not leave your RETIREMENT and ESTATE to chance! 


You owe it to you family and beneficiaries to optimize your financial affairs as much as you can, and leave them a legacy NOT a mountain of debt!

Our Financial Planning Strategies and Concepts

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What's Your Current Status?

What's Your Current Status? Are You On Your Way To Financially Security? 


Are You 50% to 75% There? Do You Have The Skills and Know How To Become Financially Secured? If Not, Allow The Money Cafeâ„¢ Advisory Team Guide You In The Right Direction...    


The Money Cafeâ„¢ would like to provide you with a personalized Financial Roadmap - Your Personal GPS   


Introducing: 'Manage Your Moneyâ„¢    Manage Your Moneyâ„¢ is a step by step, user friendly financial planning software helping users create a 100% objective Financial Plan in the comfort of their own home or office.

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What's Your Financial Goals and Objectives?

The Executives of The Money Cafeâ„¢ would like to provide you with the required tools and strategies to focus on achieving your Goals and Objectives. We will provide you with the tools, concepts and strategies to get you there...

Tip #1: Each financial goal must have a start date 

Tip #2: Each goal must have a rate of return 

Tip #3: Each financial goal must have an end date
 

Stay Focused: Begin With The End in Mind...(Stephen Covey) â„¢  

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Do You Have A Retirement Income Target?

If you don't know where you're going, how would you get there? 


The route between points A and B may not be a straight line, however, with an ultra detailed illustrated map, you will get there!   


The Money Cafeâ„¢ will provide you with your personal GPS to your financial future...You are the driver and Manage Your Moneyâ„¢ is our vehicle of choice!   


Let's face it, we need to take back control of our financial lives, not the other way around...If we do not conscientiously change our investment, spending and debt reduction habits, will never achieve financial success!    

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Before You Access Our Extensive Library...

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Define Your Objective(s)

If you are retiring in the near future, look for articles and guides which addresses your current status. There is no need to search thru 2,000 files.

Click For More Information...
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FFP's - Execute Your Plan

I've always dreamed of the day, when I can launch a successful B2B or B2C E-Mail campaign and understand in advance, what is needed at every interval. Therefore, why am I researching 'Direct Mail Campaigns' 

Continue the conversations...
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FFC's - What Is Your Next Step?

Now that you fully understand what's required in order to achieve your financial goals, are you prepared to implement? As much as your steps are carefully laid out and it's as easy as 1, 2, 3; and makes total sense;  what's your hesitation?

read some more...

SAVE YOUR MONEY | BECOME DEBT FREE | RETIRE RITE

Accelerate Your Mortgage | Be Mortgage Free!

For more information on how you can accelerate your mortgage and become mortgage free...hit the 'Find Out More' button.

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Build Your Wealth Faster | Avoid Financial Pitfalls!

For more information on Building Your Wealth Faster while avoiding pitfalls...hit the 'Find Our More' button

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Retire RITE*

For more information on the Retire RITE strategy...hit the 'Find Out More' button.

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Our Wealth Management 6 Step Planning Process...

Step 1: Determine Your Current Financial State of Affairs

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Before moving forward you have to establish your current financial position. You need to know, in advance, if you can 'afford' to finance your financial goals and objectives.


We would strongly advise you to also look at your debt levels and level of taxation,as both will have a negative effect.

Step 2: Develop Your Financial Goals

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If you don't know where you are, how would you arrive at your destination point?  You not only have to identify your personal goals but you must have a solution for each one. 


Do not clump goals together, as you want each goal to be independant.

Step 3: Identify Alternative Courses of Action

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As much as the 401 East will eventually get me from Toronto to Montreal, what happens if the highway is closed due to an accident? 


Will you remain at the scene for days or would you try and find an alternative course? See our point?

Step 4: Evaluate Alternatives: Consider Options: Assess Risk & TimeLine

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Understand every action you undertake has an element of risk, whether you're driving your car or analyzing your risk tolerance. 


In our opinion, Risk Mitigation is the new 'buzz' word; So, how do you mitigate or reduce your risk without jeopardising your growth potential? Ask us...



Step 5: Create and Implement Your Financial Action Plan

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This is where the fun begins, 'execution' of your financial plan. You've weighed your options, you've analyzed the sectors and you've consulted with both your personal advisor and The Money Cafeâ„¢. 


Go ahead and push the 'start' button, you deserve it...after all, it's your money and your life!

Step 6: Review and Revise Financial Plan

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We suggest you review your financial plan, every 3 months in year 1-3, twice a year in years 4-6 and annually from year 6 onwards.


You need to be able to spot an event which will have a negative affect on your long term goals, hence why you need to focus, focus on the first 3 years...

Register Here - as an FFP or FFC

The Art Of Wealth Management...

The Art of Wealth Management is a collection of articles written by the executives of The Money Cafe, covering a broad array of financial and non-financial topics. Our collection of proprietary articles currently stands at 85 and our goal is 250, so let's get busy Canada and start the process of 'Elevating Your Financial Intelligence Quotient' by becoming a student of the financial sevices industry... 

10 MISTAKES WHICH CAN COST YOU DEARLY DURING YOUR RETIREMENT (pdf)

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ATTENTION FINANCIAL ADVISORS (pdf)

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WHY ARE WE SCARILY LACKADAISICAL WITH OUR LEGAL AN (pdf)

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RETIREMENT TRANSITIONING - 1 (pdf)

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RETIREMENT TRANSITIONING - 2 (pdf)

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RETIREMENT TRANSITIONING - 3 (pdf)

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10 MISTAKES WHICH CAN COST YOU DEARLY DURING YOUR RETIREMENT (pdf)

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DEMYSTIFYING REVERSE MORTGAGES (pdf)

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DO YOU HAVE A UNIQUE VALUE PROPOSITION (pdf)

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FIGHTING THE BATTLE BETWEEN OUR EARS (pdf)

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FIVE WAYS TO GET YOUR WARM MARKET PROSPECTS TO RESPOND TO YOUR EMAILS_ (pdf)

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GOOD DEBT VS BAD DEBT (pdf)

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PORTFOLIO DIVERSIFICATION (pdf)

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2018 RRSP SEASON - ARE YOU READY (pdf)

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THE COMPLETE GUIDE TO EMAIL MARKETING (pdf)

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The Art of Wealth Management...Continued

  • The Art of Wealth Management is a collection of articles written by the executives of The Money Cafe, covering a broad array of financial and non-financial topics. Our collection of proprietary articles currently stands at 85 and our goal is 250, so let's get busy Canada and start the process of 'Elevating Your Financial Intelligence Quotient' by becoming a student of the financial services industry... 

57 TIPS FOR FINANCIAL ADVISORS (pdf)

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THE COMPLETE GUIDE TO LINKEDIN PROFILES (pdf)

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3 STEPS YOU CAN TAKE TO GENERATE QUALIFIED LEADS (pdf)

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3 WAYS TO SHARPEN YOUR SALES STRATEGY (pdf)

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5 KEYS TO MAXIMIZING SALES WITH EXISTING ACCOUNTS (pdf)

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6 SALES IDEALS (pdf)

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7 WAYS PROFESSIONALS DRIVE SALES WITH LINKEDIN (pdf)

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9 TIPS TO GET PROSPECTS TO CALL YOU BACK (pdf)

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25 WAYS TO GET REFERRALS (pdf)

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50 HIGHLY EFFECTIVE SALES CAMPAIGNS (pdf)

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ALIGN MARKETING & TECHNOLOGY (pdf)

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BUILD CLIENT LOYALTY (pdf)

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CAMPAIGN MONITOR (pdf)

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COLD CALLING IS DEAD - THANKS TO LINKEDIN (pdf)

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CRACKING THE SALES CODE FOR LINKEDIN (pdf)

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