Financial Coaching for Planners – Part of 3
Tuesday, December 13, 2016
3:00 p.m. ET, 2:00 p.m. CT, 12:00 p.m. PT
Presented by: Saundra Davis, executive director and founder, Sage Financial Solutions; and Deborah Owens, America’s Wealth Coach
1 NAPFA CE in J – Communications, and CFP® CE
Session 3 of 3 -- Tuesday, December 13, 2016
Deepen Client Relationships & Differentiate Your Practice
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.
Note - a link to the audio files from part 1 and part 2 will be emailed to registered attendees.
You may self-report 1 hour of NAPFA CE in J upon listening to each audio recording.