Learn how to take your practice to the next level, integrating your financial expertise with coaching skills, and impacting behavior change. Professionals will learn the distinctions between financial planning, financial counseling, and financial coaching, and learn coaching techniques to more effectively communicate with clients. Additionally, the three-part series will build competency around facilitating behavior change with clients, deepening client relationships and retention. This series will help professionals differentiate their practice and position with clients and within the financial industry.
Session 1 of 3 -- Tuesday, November 1
What's in a Word? Financial Planning, Counseling & Coaching
Session 2 of 3 -- Tuesday, November 29
Who's in Charge? Coaching Techniques for Financial Planners
Session 3 of 3 -- Tuesday, December 13, 2016
Deepen Client Relationships & Differentiate Your Practice