Who should attend the Coaching Clinic® at the Briars
October’s Coaching Clinic® has been tailored for professionals working in the financial services industry who have a client base trusting them to provide direction, insight and expertise into their personal financial matters.
This clinic would benefit the following financial professionals:
- Financial Planners
- Investment Advisors
- Retirement Planners
- Estate Planners
- Wealth Managers
- Insurance Advisors
- Financial Consultants
Benefits of Participating in the Coaching Clinic®
Through the Coaching Clinic, financial professionals can:
- Discover coaching as a powerful model of communication
- Relate more effectively to their clients by understanding their personal communication style
- Experience and practice “state-of-the-art” coaching tools
- Learn the structure and process to integrate a coach approach into client relationships
- Learn how to build trust quickly with potential and existing clients through powerful and authentic conversation techniques
- Learn the art of skillful questioning and listening to ensure that client’s and advisor’s expectations are aligned
- Utilize the “Coaching Conversation Model” to motivate clients to understand, communicate and strategize to meet their personal financial goals
- Build stronger client relationships that will assist with retention even during troubled financial markets
- Apply learning immediately within their practise
- Apply coaching principals internally with staff for improved organizational communications and team effectiveness
