First Meetings

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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Financial Planning Meeting – First Contact, First Meeting

Image of Tamsin Caine
By: Tamsin Caine
Director of Financial Planning
Smart Financial

Since discovering Lifestyle Financial Planning, Tamsin Caine has believed in it. It didn’t make it any easier to master. She is sure lots of other Financial Planners feel the same.

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Purposeful Preparation

Image of Damien Rylett
By: Damien Rylett
CEO
Brunel Capital Partners

Prior to a first meeting, setting the right expectations in clients’ minds is vital.

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Positioning

Image of Julie Lord
By: Julie Lord
Chief Executive
Magenta Financial Planning

What a Financial Planner does and two client stories that illustrate the value of what Financial Planning can achieve.

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Discovery and Planning

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By: Julie Lord
Chief Executive
Magenta Financial Planning

Learn about how to structure pre-appointment letters discovery meetings and planning meetings, and the optimum content.

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