Training Series: Archived Recordings
Catch up on missed sessions or re-play sessions to capture further insights.
30 articles
Focused Content: Enrollment
Sharpen your delivery of the Enrollment Exercise with these focused sessions..
November 25, 2024 - Enrollment Exercise
Jan 22, 2024: Roleplay Enrollment ExerciseDave Mozeika takes the group through the new enrollment work book in a role-play style training.
Strategist Spotlight
Learn from those who have demonstrated success with Currence.
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
February 24, 2024: Brock FortnerLearn how Brock has leveraged Currence to have an easier conversation about cash flow structure with clients.
Dec 18, 2023: Chad McMainsChad shares a specific client situation and how he will not add a client unless they use Currence.
Nov 20, 2023: Ricardo GarciaRicardo shares how he was initially introduced to Currence, discusses his Aha-moment and some of the his success stories.
Oct 16, 2023: Kristin NiedermeyerKristin shares her experiences and best practices as she leverages Currence in her practice.
Sept 18, 2023: Danny SalazarDanny shares how he started with Currence and his version of the enrollment exercise.
Community Building
Build and leverage the Currence community
December 2, 2024 - Community Building
November 4, 2024 - Community Building
October 7, 2024 - Community Building
July 1, 2024: The Power of Storytelling
May 6, 2024: Guest Speaker - John BeardenIn this community building call we host guest speaker John Bearden, Chief Banking Officer at Thread Bank.
March 4, 2024: Client AcquisitionDave leads the group discussion on how Currence can best support you in your client acquisition journey.
Feb 05, 2024: Currence-led Group EnrollmentDave leads the group in a discussion about how Currence can facilitate a group enrollment.
Dec 11, 2023: Product Update - My Cash Flow StructureDave shares the new release preview of My Cash Flow Structure.