Client Coaching Agenda
What This Covers
This kickoff session sets the tone for the event by outlining the agenda, encouraging active participation, and building energy around the Infinite Banking Concept. It introduces key speakers, video segments, and breakout opportunities for discussion and learning.
Why Clients Use It
This session helps orient attendees to:
What to expect during the event
How to engage during sessions (chat, breakouts, reactions)
Why Infinite Banking is more than just financial. It’s community-focused and mindset-driven
Key Insights by Timestamp
(00:00–00:26)
Opening remarks: Emphasis on the value of community learning and fun throughout the day.
(00:26–00:53)
Encouragement to use the chat, engage in breakout sessions, and enjoy the content.
(00:53–01:48)
Overview of the agenda, including:
Zoom controls refresher
Review of a historic Nelson Nash clip on economic cycles and the U.S. dollar
(01:48–02:36)
Introduction of a standout session from Mark Benson on expanding the system to encompass income.
(02:36–03:35)
Preview of a legacy segment featuring Bob Shields’ first policy, offering insight into long-term strategy.
(03:35–05:01)
Details about the Family Banking Summit in Edmonton (October 21). Open to the public, with expert speakers and case studies.
(05:01–06:25)
Tech tips:
Turn off your camera during videos to preserve bandwidth
Share reactions and takeaways in chat
Participate in breakout discussions and group shares
(06:25–08:40)
How to use Zoom effectively: muting, raising hands, camera controls, adjusting views, and chat participation.
Quick Takeaway
This introduction builds a collaborative and enthusiastic environment to help you get the most from the sessions ahead. It also sets up key educational content from Nelson Nash, Mark Benson, and Bob Shields; all designed to deepen your Infinite Banking understanding.