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Jan Bowen-Nielsen

Coach and Trainer of Coaches

Quiver Management Limited

I am a coach and trainer of coaches; the founder and MD of Quiver Management, an award-winning team of 15 coaches and trainers; and, I have served on the board of Europe’s leading professional body for coaches.

I have trained thousands of coaches, managers and advisers and I am often called ‘The Coaches Coach’. I have helped many advisers integrate coaching into their professional practice.

Chris Budd and I have developed the Coaching Skills for Financial Planners training course, which has been running across the UK since 2013.

Content by Jan Bowen-Nielsen

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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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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