Don’t miss this opportunity to expand your skills, forge lasting bonds, and engage your clients in a meaningful dialogue that will not only strengthen your practice and increase your bottom line, but transform the way your clients think, look, act, and feel about money.
This Three Day Intensive is specifically designed for the Financial Professional
You will learn how to:
- Distinguish when to advise and when to coach, when to talk and when to listen. Our models enable you to speak with clients about their deepest concerns.
- See with “new eyes” and practice how to work with clients from a coaching perspective. This helps build a deeper level of trust and loyalty with your current clients and help them view you as someone with both knowledge and compassion.
- Align client financial goals with their life values
- Move clients “off the fence” and into action.
- Enhance the quality and quantity of client referrals increasing your bottom line
Coaching Skills for Financial Professionals is designed to give you an edge in building powerful, lasting relationships with your clients. The purpose is to help you gain a sense of ease and grace in your ability to maneuver through any conversation that supports your client in making financial decisions and taking appropriate action.
Topics Include:
- Anti-Objection Clinic: Learning to embrace your clients’ “objections” rather than struggle to overcome them
- Perspective Talking: Seeing the world through your clients’ eyes and using that perspective to expand their vision
- Three Types of Listening: Learning how to “listen to,” “listen through,” and “listen for” what and how your clients think, desire, and fear
- The Power of Choice: Moving your clients “off the fence” and into action
- Four Global Perspectives: Determining the “blind spots” that affect your clients’ relationship to money and direct their financial behavior
Sign up for the 3 day program
“Coaching Skills for Financial Professionals”
and receive a $500 voucher*
you can use to become a
CFC-ProTM or CFC-RTM
CFC-ProTM is a Certified Financial CoachTM Professional (designation for financial professionals only)
CFC-RTM is a Certified Financial CoachTM with an RIA designation. (RIA Division designation for Registered Investment Advisor's only)*
Upcoming Workshop: November 6, 7, 8 2008 (9 AM - 6 PM)
Location: Denver, CO REGISTER BY CLICKING HERE
* Voucher will be awarded at the end of the workshop and can be used only by the person attending the workshop – non-transferrable
Upcoming Workshop: December 4, 5, 6 2008 (9 AM - 6 PM)
