Currence - Strategist

Review previously recorded sessions, training events and guest speakers. Access is limited to Premium and CIA subscribers only.

Enrollment and Calibration

Why the Enrollment Exercise is So Important - Video (7min)

Help your clients discover the need for effective cash flow management and Currence as a solution.

Enrollment Exercise - Understanding Cash Flow Management

Calibration: A Constant State of Choice-Making - Video (8min)

Maximize your success in each interaction with your client once they are in Currence.

Living in Calibration - One Continuous Conversation

Catch up on missed sessions or re-play sessions to capture further insights.

Training Series: Archived Recordings

October 28, 2024: Using Structure to Create Freedom in Your Practice and Your Life

Focused Content: Using Structure to Create Freedom in Your Practice and Your Life

November 25, 2024 - Enrollment Exercise

Dave Mozeika takes the group through the new enrollment work book in a role-play style training.

Jan 22, 2024: Roleplay Enrollment Exercise

Sharpen your delivery of the Enrollment Exercise with these focused sessions..

Focused Content: Enrollment

Calibration

September 23, 2024 - Calibration

June 24, 2024 - Calibration

Focused Content: Calibration

August 5, 2024: The Chronology of a Case Part 2

July 22, 2024: The Chronology of a Case Part 1

Focused Content: The Chronology of a Case

November 18, 2024: Case Study Focused

October 21, 2024: Joe Kennedy

September 16, 2024: JulieAnn Hepburn

August 19, 2024: Mando Sallavanti

July 15, 2024: Tim Gottus

June 17, 2024: Dillon Szmala

May 20, 2024: Vince D'Addona

April 29, 2024: Christopher Carrion

March 25, 2024: Kim Butler

Learn how Brock has leveraged Currence to have an easier conversation about cash flow structure with clients.

February 24, 2024: Brock Fortner

Chad shares a specific client situation and how he will not add a client unless they use Currence.

Dec 18, 2023: Chad McMains

Ricardo shares how he was initially introduced to Currence, discusses his Aha-moment and  some of the his success stories.

Nov 20, 2023: Ricardo Garcia

Kristin shares her experiences and best practices as she leverages Currence in her practice.

Oct 16, 2023: Kristin Niedermeyer

Danny shares how he started with Currence and his version of the enrollment exercise.

Sept 18, 2023: Danny Salazar

Learn from those who have demonstrated success with Currence.

Strategist Spotlight

December 2, 2024 - Community Building

November 4, 2024 - Community Building

October 7, 2024 - Community Building

July 1, 2024: The Power of Storytelling

In this community building call we host guest speaker John Bearden, Chief Banking Officer at Thread Bank.

May 6, 2024: Guest Speaker - John Bearden

Dave leads the group discussion on how Currence can best support you in your client acquisition journey.

March 4, 2024: Client Acquisition

Dave leads the group in a discussion about how Currence can facilitate a group enrollment.

Feb 05, 2024: Currence-led Group Enrollment

Dave shares the new release preview of My Cash Flow Structure.

Dec 11, 2023: Product Update - My Cash Flow Structure

Build and leverage the Currence community

Community Building

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