Coaching

Shift Your Mindset from the Constraints of Today

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By: Steve Lewis
Business Partner & Executive Coach
The Retirement Practice Ltd

Replace ‘Vision, Mission, Objectives, Strategy, Tactics’ with ‘Purpose’.

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Make Your Goal Setting More Successful

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By: Steve Lewis
Business Partner & Executive Coach
The Retirement Practice Ltd

How being more aware of your values and less focused on the goal itself can just create a far better life.

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Top 10 tips in times of market chaos

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By: Carrie Bendall
Head of Content

Learnings from over a decade of working with Financial Planners and talking to their clients. Some thoughts for coaching clients and deeper client conversations.

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Top 10 Tips for Using a Financial Coaching Approach

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By: Chris Budd
Chairman
Ovation Finance & The Eternal Business Consultancy

Here are Jan Bowen-Nielsen and Chris Budd’s top 10 tips for using a coaching approach to increase client engagement.

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Coaching books for Financial Planners

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By: Jan Bowen-Nielsen
Coach and Trainer of Coaches
Quiver Management Limited

In the questions and comments raised by some of the 2,000 or so people attending the two PFS Power webinars with Chris Budd and Jan Bowen-Nielsen, there were quite a few requests for us to recommend books about coaching.

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Great Coaching Questions

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By: Chris Budd
Chairman
Ovation Finance & The Eternal Business Consultancy

During the PFS Power Coaching Webinars that Jan Bowen-Nielsen and I conducted on 28 January 2020, several people asked, “Can you suggest some great questions?” Here are a few thoughts.

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