Client feedback isn’t just collected, it’s implemented. These sessions remind you that you’re not alone in this journey. You’re part of a growing, values-driven community, and your voice helps shape what comes next.
Value exercise and final comments
What This Covers
This final segment wraps up the coaching session with a focus on collecting honest feedback, sharing personal reflections, and reinforcing the value of community learning. It highlights how Ascendant Financial is actively co-creating resources with clients, not just for them.
Why Clients Use It
This session matters because it:
Gives clients a voice in shaping future tools, webinars, and coaching
Reinforces that Infinite Banking is personal, adaptable, and always evolving
Inspires new thinking from real-life stories and candid reflections
Emphasizes that value is co-defined, not assumed
Key Insights by Timestamp
00:00 – Quick Value Check
Clients were asked to rate the session and most gave it a 10.
High engagement, strong appreciation for session content and structure.
00:40 – Why Feedback Matters
Ascendant is building tools based directly on client needs, not assumptions.
Clients were invited to complete a short form sharing what they truly value.
02:00 – Real Examples of Value
Popular responses include pre-recorded webinars and responsive client services.
Feedback helps the team double down on what works, and fix what doesn’t.
05:12 – Open Mic: Client Reflections Begin
Caroline shares her challenge of introducing Infinite Banking to adult children who resist “bank of mom” assumptions.
She’s now focused on creating a calm, strategic baseline for herself and her partner, despite starting later.
09:57 – Andrew’s Testimony
Shares how discovering Jason Lowe five years ago changed his financial future.
His distrust of banks stems from personal experience, and his success using Infinite Banking has brought peace of mind and privacy.
Urges others to make client introductions: “They’ll thank you later.”
15:12 – David on Windfalls and Planning
Discusses plans to buy a $1M+ home and how to optimize it using Infinite Banking strategies.
Wants to learn more advanced applications for his family and business.
Reinforces that he got more out of the session than expected—and plans to stay closely connected with his advisor.
18:06 – What’s Next
Ascendant is building targeted case study recordings and topic-specific webinars to meet rising demand and reduce advisor bottlenecks.
Community voices are shaping the future content roadmap.
20:08 – Final Thoughts
Every session is a chance to learn, not just from coaches, but from fellow clients.
Prioritize showing up, because a single insight might spark the breakthrough you’re waiting for.