Events Calendar

< 2020 >
February
  • 06
    06.February.Thursday

    14:00 -15:30
    2020.02.06

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

    Webinar 3: Coaching; tips from practitioners who have embedded it in their proposition

    About this webinar

    In this 60-minute webinar, we hear from current practitioners offering coaching as part of their financial planning proposition, as they explore the opportunities and lessons learned from using this technique.

    Learning objectives

    During this webinar you will:

    • Learn how to have better conversations with clients, using coaching skills to uncover clients’ goals and motivation
    • Understand what the practical value of coaching is to a financial planning business
    • Hear practical lessons learned from current practitioners on what works and what doesn’t
    • Receive practical advice and tips on how to further develop coaching skills

    Presented by:

    • Alasdair Walker, Handford, Aitkenhead & Walker
    • Anthony Villis, First Wealth
    • Ruth Sturkey, Paradigm Norton

    Register now for free

  • 10
    10.February.Monday

    16:00 -17:30
    2020.02.10

    In this series of six webinar sessions you will learn some core coaching skills and how you can apply these in your financial advisory practice to

    1. Improve your client conversations
    2. Understand your clients better
    3. Improve your service delivery
    4. Help your clients achieve financial wellbeing
    5. Convert more prospective clients
    6. Create a prosperous practice based on long-term client relationships.

    The live sessions started in January 2020, but they are recorded so you can still catch-up on the first sessions and join the live webinars in February and March.

    £149.00 +VAT

  • 24
    24.February.Monday

    16:00 -17:30
    2020.02.24

    In this series of six webinar sessions you will learn some core coaching skills and how you can apply these in your financial advisory practice to

    1. Improve your client conversations
    2. Understand your clients better
    3. Improve your service delivery
    4. Help your clients achieve financial wellbeing
    5. Convert more prospective clients
    6. Create a prosperous practice based on long-term client relationships.

    The live sessions started in January 2020, but they are recorded so you can still catch-up on the first sessions and join the live webinars in February and March.

    £149.00 +VAT


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