| Hi Danny,
Wellington Capital Reserve is producing a weekly email to celebrate the week and prepare for our Monday training meeting. It’s on the lighter side with an encouraging point. This email and our Monday meetings are open to Wellington Advisors, clients, and those interested in learning about the Infinite Banking Conceptđ°.
While this is a meeting our team regularly attends, the majority of the session is focused on teaching and exploring key financial strategies that can help you build and protect wealth. Each session covers different topics, real-life applications, and insights, so thereâs always fresh information to learn. If you know someone who would benefit from this, please send us their name and email. We will extend an invitation.Â
Now for the fun stuff! đ
Do you remember the movie Legally Blonde? It’s about Elle Woods, a California sorority queen who goes to Harvard Law School. She finds success in wildly unexpected ways. We could all learn something from Elle — Confidence high, optimism higher, and maybe even a pink power suit (optional, but definitely encouragedđ
 . Yeah, for the guys, not so much!đ )
The opening song to Legally Blonde captures Elle’s infectious confidence and optimism. Take a listen to celebrate Friday (It’s well worth 3 1/2 minutes. I dare you not to tap your footđŁÂ )
Perfect Day
Now thatâs the energy we bring to Wellington and IBC! đ„
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Nancy Sokol Green is a teacher, author, and Executive Director of Brain Highways Global. She has compelling insights into how our brain and nervous system functions, and how to CHANGE how our brains work for our benefit. She has developed a process to improve communication in any interpersonal relationship.
Clarify Needs & Desires đĄ
Elle didnât just want law schoolâshe knew why she belonged there. Our clients donât just want financial securityâthey need clarity on their WHY. We help them define what that actually looks like. â
Acknowledge Experience Without Judgment đ
Weâve all had our scented rĂ©sumĂ© moments. Maybe a miscalculation, a fumbled explanation, or a client curveball. But mistakes donât define usâowning them does.
Identify a Need & Suggest an Action đ
If a clientâs financial plan looks more Bunny Costume đ°Â  than Harvard Power Suit, we donât judgeâwe fix it. We get them from âWhat even is IBC?â to âWow, this changes everything.â
Take Initiative to Get Needs Met đ
Elle didnât sit around waitingâshe took action. We lead, educate, and make sure our clientsâ financial plans are as solid as Elleâs confidence.
Go with the Flow  đ
Some days we bend-and-snap flawlessly, and some days we just snap and spill our coffee. But momentum beats perfection, and every fumble is just another step forward.
Make it a PERFECT DAY! đ
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Mondayâs Meeting “The Power of an Illustration”
On Monday, Scott will analyze an actual case illustration to bring clarity to a client’s understanding about the Infinite Banking Concept. This will be pure GOLD! đ°
The weekly one-hour training session is Monday beginning at 4 PM ET.Â
 đ Mondays at 4 PM ET Â
 đ Join here: [ Weekly Zoom Link ]
đĄÂ New topics each week!
“This career is the most meaningful and impactful use of time because it it centered upon and helps people”Â
~ Scott Crutchfield, CEO, Wellington Capital Reserve |
