Are you looking to become Financially Independent?
Discover an incredible
Online Business Opportunity
Gain the expertise needed to become a successful and trusted financial coach so you can take control of your financial future, work from home and generate recurring revenue to live financially free.
Help others Find money they didn’t think they had and Save money they didn’t think they could while growing a successful coaching business.
We provide the TOOLS, TRAINING and PLATFORM. You provide the desire to succeed!
UGRU Coach Training
is Unlike Any Other
We give you the tools you need for business growth
Organize • Connect • Scale
Focus • Mindset • Accountability
Know-how • Resources • Strategies
Proficiency • Confidence • Authority
What You Get
Business Mastery
Organize • Connect • Scale
Discover how to run your business from A-Z! When you are finished with your coach training you will have a turn-key financial coaching business.
Sources For New Qualified Leads
Multiple Online Course and Membership offerings
Tools of the trade
Full Website including Sales Landing pages and Shopping carts
Legal agreements
Technology to manage the client experience
UGRU Coaching Mastery prepares you for real world client engagements through:
The development of your story
Delivering your story so it resonates with the people you meet
Mastering the Strategy Session
The art of creating interest with prospects
What You Get
Coaching Mastery
Focus • Mindset • Accountability
Discover how to perform informational and transformational coaching sessions to help your clients
Focus their greater strength at the decisive point.
Master their mindset
Stay accountable to their goals
Coaching Mastery Arms you with:
The 5 stages of the coaching engagement
Ability to identify what values drive your client's financial decisions
Tools for the entire coaching process including quizzes, interpretive guidance, client worksheets and more
The art of navigating your client to their “why” statement
Stories, analogies and illustrations for effective coaching
What You Get
Financial Mastery
Know-how • Resources • Strategies
Experience all UGRU Financial Coaching personal finance online courses from basic to advanced financial knowledge with strategies, tools, tips and calculations that are easy to follow and of practical application
Right Where They Want You
The Spiritual Side of Money
Stop The Pain!
Effective Insurance Planning
Effective Retirement Planning
Real Estate and Finance
Upon completion you will have developed mastery of:
Basic to advanced financial concepts in every area of personal finance
The HP 12c financial calculator
The UGRU Budget Tool
Retirement Destinations™ financial planning software
Critical thinking for over arching financial strategies as you coach your clients
What You Get
Certificate of Completion
Why is this certificate important? One word, proficiency.
When you take a college course or even obtain a degree at a university, say a degree in finance, you are educated on the topic, but what I always looked for when hiring an advisor was not how educated they were. I looked for how proficient they were.
I knew if they were proficient, they would execute REAL value for clients, and they would generate REAL profits for my advisory practice.
When you are proficient, this means you are competent or skilled in doing something or using something. In this case proficient in critical financial thinking and using finance calculations to aid in that critical thinking. These make you capable of tying together overarching strategies that are far better than using an assortment of tactics that you one off learn on the internet, a tip from a friend or heard meeting with an advisor.
Patch working these tactics in your personal finances likely end up working against each other.
This certificate isn’t just a certificate of completion, you have to earn it. There are 100 questions, and you need to pass with a minimum of 80% to prove you know the material.
If you had this certificate and were looking for a job when I was in practice, I’d hire you in a heartbeat!
Get trained by a Financial Professional
Ken Gulliver
UGRU Founder
For twenty-five years Ken has been a top quintile advisor at Merrill Lynch and a top 1% Investment Advisor (by revenue) in the United States.
He is battle proven, calling the downturn of 2008 for his clients, and warns of the next that is upon us in his third hard-hitting book, “Right Where They Want You: Why You’re Not Rich and What to Do about It”.
But, more than that, multiple awards showcase his dedication to the people he serves. Ken has made it his mission to empower people to financially prosper. His goal is to create positive and real financial changes in people’s life and is committed to helping others live financially free.
People NEED Financial Coaches!
Financial Coaching is set to explode, the reason? People are tired of:
- Blindly listening and getting burned.
- Being “sold” a financial product.
- Over-paying for a service that under delivers.
When it comes to their money they are still concerned with:
- Sufficiency
- Sustainability
- Appropriateness of their decisions
And they don’t know where to turn.
UGRU Financial Coach Training
No one knows your business like “U”
Full Educational Product Suite
Full access to Destinations Planning Software
Full Access to UGRU Budget Tool
Full Turnkey Website
Legal Agreements
Full stack CRM, Prebuilt Workflows and Drip email templates
LIFETIME Access to all online Courses
Coaching Certificate
Printed Copy of Book "Right Where They Want you"
No One Knows your Money Like "U" T-Shirt
PLUS and amazing high value bonus when we meet!
We Have Great Answers
Ask Us Anything about our Financial Coach Training
Traditional Financial Services is the least trusted of all professions in the USA. People are tired of:
- Blindly listening and getting burned
- They are tired of getting products pushed down their throat and…
- They are tired of over paying for a service that under delivers
Americans now know that products and performance have very little (10%) to do with what REALLY builds wealth. It’s the habits and behaviors that precede the decisions they make (the 90%) that TRULY builds wealth and Financial Coaching is exactly what’s needed to remedy the Great American Household Financial Crisis.
There are two types of coaching we offer:
- Informational coaching
- Transformational coaching
Informational coaching is the knowledge you need so you can think critically for yourself for every part of your financial life.
Transformational coaching is intended to focus you on the answers and resources you need now, mastery of your mindset so you can put limiting money beliefs behind you and, gives you someone you can be accountable to until your new financial habits and behaviors are stable.
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Financial Coaches get paid for results not from selling a product. There are many alternatives to build the financial know-how and emotional capacity needed for financial freedom, but they pale in caparison to how a Financial Coach can set you up for success.
Going a different route leaves you learning trial by fire. And, unless you’re a professional student, that’s not the way you want to go about building REAL and lasting financial change.
Financial Coaches get paid for results not from selling a product. There are many alternatives to build the financial know-how and emotional capacity needed for financial freedom, but they pale in caparison to how a Financial Coach can set you up for success.
Going a different route leaves you learning trial by fire. And, unless you’re a professional student, that’s not the way you want to go about building REAL and lasting financial change.
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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo.
Guide people to Financial Independence
Discover how now!
