Financial Literacy Tools

for Family Business Consultants, Family Offices, Accountants, Life or Parenting Coaches, Financial Advisers, Estate Planners and Other Professionals


Do you need help connecting with clients in these socially distanced times?

Jayne Pearl, speaker and author of several popular books about kids and money, has just launched this licensing program to help you do just that. Now you can present her interactive one-to-two-hour Smart Financial ParentingTM workshop to your clients and prospects. Licensees receive a step-by-step presenter instructional guidebook, PowerPoint slides, handouts with worksheets, templates for press releases and more.

To help those affected by COVID-19, we commit to donating 10 % of proceeds from all sales to local food banks, homeless shelters, and DirectRelief.

66%

of parents have some reluctance to discuss money with their 8- to 14-year-old children; 21% are very or extremely uncomfortable according to T. Rowe Price’s 2018 Parents, Kids & Money Survey  .

88%

of young adults have a budget when their parents discussed money with them. They are also more likely to save 10% of income and to have a retirement account according to the same T. Rowe Price Survey.

50%

of clients feel their firm provides sufficient support and resources (such as client seminars) according to Accenture Research’s Voice of the Advisor Survey of 2015.

of clients feel their firm provides sufficient support and resources (such as client seminars) according to Accenture Research’s Voice of the Advisor Survey of 2015.of clients feel their firm provides sufficient support and resources (such as client seminars) according to Accenture Research’s Voice of the Advisor Survey of 2015.of clients feel their firm provides sufficient support and resources (such as client seminars) according to Accenture Research’s Voice of the Advisor Survey of 2015.

You do not need to be an expert in personal finance to present this workshop!


The Smart Financial ParentingTM workshops can provide many benefits:

Improve Client Retention

More than 80% of customers of financial service providers plan to leave their advisers. Smart Financial Parenting builds rapport to keep them coming back.

Create Value Added

This workshop can be offered online as a webinar during the current COVID-19 virus crisis—teaching financial skills has never been more important.

Generate New Leads

By helping families understand their values around money, financial advisers will develop deeper connections with the next generation of potential new clients.

Enhance your Credibility

In today’s tenuous financial world, it’s critical to build clients’ trust by offering services—such as Smart Financial Parenting workshops. Here’s what people have to say about Jayne’s presentations and what they’ll say about yours:


Is Smart Financial ParentingTM Right for you and your Business?

Follow this short, comprehensive questionnaire to find out how well Smart Financial Parenting can satisfy your needs as a professional


Testimonials:

“Jayne offers a wealth of knowledge. Her expertise in the reality of financial issues that families face is fresh and insightful. She offers pointed, actionable and sensitive ideas to help parents and children.”

Wells Fargo Advisor

“A combination of parenting and financial advice. They’ll not only learn how to shape future generations but also gain insight into the meanings they themselves attach to wealth.”

Forward Magazine

“Your presentation was quite the hit, and we’re a pretty tough crowd! I have no doubt that many of the parents in attendance today intend to act on your smart advice. I know I do.”

St. Hilda’s & St. Hugh’s School

Jayne’s Previous Work

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Order today and also receive…

  • “Ten Tips to become a more Confident and Effective Speaker” article
  • A 20-minute phone “presentation skills” consult with international keynote speaker Izzy Gesell
  • Ongoing support via access to “office hours” in a Licensee-only private Facebook Room