Quiver 1 Day: Coaching skills for Financial Planners Bristol 1

This one-day intensive master class, will show how you can use powerful interpersonal skills and techniques used by professional coaches to improve your clients’ understanding and your understanding of their goals and motivation, connect with your clients on a deeper rational and emotional level and build strong rapport and trusted relationships. Course Content Course participants


Wellbeing in the Workplace. Join Jason Butler on pfspower.org/forum.

CII Morning Event: Wellbeing, Everything is Possible

In this IIL Inclusion & Diversity event Phil Toogood will use the mediums of neuroscience, mindfulness and eastern philosophy, including practical exercises and audience interaction, to take delegates to the gateway of mind and body mastery. The course content covers: Stepping out of our comfort zone Managing stress, pressure and anxiety Overcoming fear of rejection

POWER Webinar: Wellbeing in the workplace: an opportunity for Financial Advisers

How to expand your service to help employees from any type of business be financially healthier and happier, without having a detrimental impact on your existing Financial Planning business.  About this webinar In this 60-minute webinar including a 15-minute Q&A, Jason Butler explores the what, why and how of financial wellbeing at work. He will

Quiver Webinar: Coaching the heart of financial advice

In this series of six webinar sessions you will learn some core coaching skills and how you can apply these in your financial advisory practice to Improve your client conversations Understand your clients better Improve your service delivery Help your clients achieve financial wellbeing Convert more prospective clients Create a prosperous practice based on long-term

POWER Webinar: Financial Wellbeing; help clients be happier, not just wealthier

How to engage clients in valuable conversations about what they want from life rather than what they want for their money. About this webinar In this 60-minute webinar including a 15-minute Q&A, Julie Lord and Chris Budd explore what Financial Wellbeing means. They present the theory of Financial Wellbeing, share research that has been built