Coaching
Slowly but Surely does it
Much has been written about the first meeting with a prospective client. What happens when the prospect decides to proceed?
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Shift Your Mindset from the Constraints of Today
Replace ‘Vision, Mission, Objectives, Strategy, Tactics’ with ‘Purpose’.
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Make Your Goal Setting More Successful
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
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
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
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
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
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
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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Types of Coaching
In financial advice, two types of coaching have been rising in prominence over recent years: ‘pure’ coaching, and financial coaching. Although they share a name, there are differences. Chris Budd explains.
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Deepening Relationships
Retirement planning is a core function of the Financial Planning profession. Amyr Rocha-Lima discusses why our job is not just to help clients accumulate resources but to help them as their coach and cheerleader as another life stage begins.
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The Stethoscope and the Importance of Coaching
The stethoscope was a great leap forward for medicine. Find out how the story of it shines a light on Financial Planning.
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