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  • POWER Webinar: Coaching Skills for Financial Advisers
    11:00 -12:30
    2020.01.28

    How to have better conversations with clients using coaching skills to uncover clients’ goals and motivation

    Webinar 1: Coaching; a powerful opportunity for advisers

    About this webinar

    In this 60-minute webinar, we explore financial coaching as a complementary activity to traditional financial advice and start to examine client needs and technological trends that underpin the opportunity for advisers to improve their interpersonal skills.

    Learning objectives

    During this webinar you will:

    • Gain a better understanding of what coaching is and the benefits of using coaching conversation techniques to have better client conversations as a financial adviser
    • Explore the opportunities that coaching can create for advisers including; better client outcomes, new income streams and stronger business
    • Learn purposeful listening and observation techniques that can be used to improve understanding of clients’ needs and motivations
    • Receive guidance on how to apply high-quality questioning to help increase clients’ self-awareness and facilitate their thinking and decision making

    Presented by:

    • Chris Budd, Founder and Chairman of Ovation Finance
    • Jan Bowen-Nielsen, Founder and Managing Director of Quiver Management

    Register now for free

  • POWER Webinar: Coaching; driving improved wellbeing for clients
    14:00 -15:30
    2020.01.28

    How to have better conversations with clients using coaching skills to uncover clients’ goals and motivation

    Webinar 2: Coaching; driving improved wellbeing for clients

    About this webinar

    During this 60-minute webinar, we look at coaching and how it can be used to improve clients’ understanding of themselves and help uncover their real objectives, allowing you to create more relevant financial plans and enhance your long-term value by becoming a trusted coach.

    Learning objectives

    During this webinar you will:

    • Understand how to uncover clients’ goals and deeper motivations, and through this help them see more possibilities.
    • Have practical advice and tips on how to build deeper rapport and relationships with your clients, helping them make better decisions.
    • Know how coaching can significantly improve the overall wellbeing of your clients.
    • Be able to use the increased understanding to develop a tailored and appealing financial plan.

    Presented by:

    • Chris Budd, Founder and Chairman of Ovation Finance
    • Jan Bowen-Nielsen, Founder and Managing Director of Quiver Management

    Register now for free

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