POWER Webinar: Coaching; tips from practitioners who have embedded it in their proposition

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2020-02-06 14:00 - 15:30

POWER Webinar: Coaching; tips from practitioners who have embedded it in their proposition

How to have better conversations with clients using coaching skills to uncover clients’ goals and motivation

Webinar 3: Coaching; tips from practitioners who have embedded it in their proposition

About this webinar

In this 60-minute webinar, we hear from current practitioners offering coaching as part of their financial planning proposition, as they explore the opportunities and lessons learned from using this technique.

Learning objectives

During this webinar you will:

  • Learn how to have better conversations with clients, using coaching skills to uncover clients’ goals and motivation
  • Understand what the practical value of coaching is to a financial planning business
  • Hear practical lessons learned from current practitioners on what works and what doesn't
  • Receive practical advice and tips on how to further develop coaching skills

Presented by:

  • Alasdair Walker, Handford, Aitkenhead & Walker
  • Anthony Villis, First Wealth
  • Ruth Sturkey, Paradigm Norton

Register now for free


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