Coaching

Top 10 tips in times of market chaos

Image of Carrie Bendall
By: Carrie Bendall
Business Development Consultant

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

Image of Jan Bowen-Nielsen
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

Image of Chris Budd
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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Use of coaching

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By: Alasdair Walker
Managing Director
Handford, Aitkenhead and Walker Ltd

Having recently undertaken a business coaching certification, Alasdair Walker found one of the benefits was an opportunity to reflect on his interaction with clients, particularly in the first meeting. Alasdair talks about a resulting change of approach mixing coaching skills with fact find.

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Person before problem

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

Who is talking? Asks Jan Bowen-Nielsen. Have you been in client meetings and found yourself doing most of the talking? You might be keen to share product knowledge, to show your expertise, or you may just want to be liked and to build rapport.

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