The new Financial Freedom Presentation (will replace the old KTP)
Click here to access the New Financial Freedom Presentation.
This page is your one-stop resource for learning how to deliver Genistar’s updated Financial Freedom Presentation with confidence and clarity.
We’ve created this new version in response to feedback from the field. Many of you told us the previous version was valuable but could be difficult for new people to deliver — especially when explaining the educational content.
So we’ve completely redesigned the presentation to make it:
- Simpler to understand and present
- Aligned with our updated branding
- Easier for new representatives to use from day one
It will now be hosted online, so it’s always accessible and up to date. Key slides have been simplified to focus on what really matters, and we’ve added short audio clips that can “do the talking” for you — a helpful feature when you’re still building confidence.
Key features of the new presentation
We’ve completely refreshed the presentation to make it more effective, easier to use, and better aligned with our mission and brand. Here’s what’s changed:
- Simpler Structure
We’ve re-organised the presentation into a clear, logical journey that’s easy to follow — even for brand new representatives. Each section has a clear purpose and helps guide the conversation naturally. - Updated Branding and Visuals
The look and feel have been modernised to reflect Genistar’s branding. Cleaner slides, consistent fonts, and a more professional appearance help build trust and credibility with clients. - Short, Supportive Audio Clips
Certain slides now include built-in audio — so if you’re unsure what to say, just click and let the clip explain it for you. Perfect for learning or using in real time as a backup. - Simplified Educational Slides
Key financial education content has been made clearer and easier to explain. We’ve focused on what matters most, cutting through complexity and helping people really understand their financial situation. - Fully Online and Always Accessible
No more digging around for files. The new presentation is hosted online and available anytime, from any device. You’ll always have the latest version at your fingertips. - Support Materials
You’ll also find a handy presenter guide with tips, example language, and common questions — plus best practices for presenting effectively.
A Closer Look: The Structure of the Financial Freedom Presentation
Below you’ll find an overview of each section of the Financial Freedom Presentation, showing how it flows step-by-step to guide your client through their financial journey in a clear, structured way.
Each part of the presentation has been thoughtfully designed to educate, build trust, and inspire action — whether that’s improving their finances, joining the business, or both.
Your Story (Page 1)
The presentation starts with you. This is your chance to briefly share your personal story — who you are, why you joined Genistar, and how this journey has impacted you.It’s not about being perfect — just real, relatable, and authentic.
Introducing Genistar and Our Mission
Next, we introduce Genistar and the reason we exist: to help families become debt free and financially independent.These early slides set the tone, build credibility, and show that we’re here to help
Level 1: Financial Freedom
This is the top level of the Financial House, but it’s where we begin the journey.We help the client think about their goals and dreams — and whether they have a plan to reach them.We introduce the idea of building assets, investing for the future, and creating long-term freedom. These slides show what’s possible and open the client’s mind to new opportunities.
Level 2: Financial Stability
This section explores whether their day-to-day financial habits are strong enough to support their goals.Here we cover budgeting, spending awareness, and managing debt more effectively.These slides are optional and can be adapted depending on the client’s current situation — use your judgement to personalise the conversation.
Level 3: Financial Protection
This is the foundation of the Financial House.We explore how well their income, family, and lifestyle are protected if something unexpected happens.The slides in this section help the client understand how much risk they may currently carry — and what they can do about it.
Introducing the Business Opportunity
Once we’ve walked through the financial education, we shift gears and introduce the Genistar business opportunity.We explain how people just like them have used this platform to build an income and help others along the way.
Finding Out What Interests Them Most
At this point, we ask a simple but powerful question:“What interests you most — getting your own personalised Financial Game Plan, learning more about the business opportunity, or both?”This helps guide the next steps, and you can offer to play a short business opportunity video here if they’re interested in learning more.
Securing Two Key Commitments
Before moving into the fact-find and Game Plan, we ask for two important commitments:A commitment to complete the financial planning session.A commitment to consider sharing this with others if they find it valuable.This helps set expectations and opens the door to referrals and growth — which is how so many of us build successful businesses here at Genistar.