POWER Planning, A Coaching Way of Being Consumer Outcome 2 Connection

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Rob Macdonald
Rob Macdonald
Coach & Consultant
adam field
Adam Field
Wealth Manager
William Highbourne
Carrie Bendall
Carrie Bendall
Head of POWER Content

Personal financial planning can be seen by clients as a technical profession, involving numbers and products. People often don’t get financial advice for fear of what the numbers will show, or because they think they are just going to be ‘sold’ a product, one they are not sure they really need.

It is critical that clients understand the Connection between the advice they are given, the products that are recommended, and the life they lead. Gaining Clarity about their life is a key starting point for this Connection to be achieved.

This webinar will explore the importance of enabling clients to recognise the Connection between the advice and products they receive, and the life they want to lead. We consider how the personal financial planning professional can facilitate this Connection.

Learning outcomes

  • Understand why it is so important for clients to see the Connection between their resources and their life
  • Determine how personal financial planning professionals can facilitate this Connection
  • Clarify the implications of Connection for the financial advice process

Check out all the webinars in this series

  • POWER Planning, A Coaching Way of Being, 5 Consumer Outcomes
    The five Consumer Outcomes POWER Planning seeks to deliver are: Clarity, Connection, Choice, Control and Confidence. Underpinning the achievement of these outcomes is a consumer-focused approach to financial planning.
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  • POWER Planning, A Coaching Way of Being, Consumer Outcome 1 Clarity
    Money is a means to an end; it enables or disables how we live our lives. So before talking about money, personal finance professionals have the challenge of helping clients think about what they want from their life.
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  • POWER Planning, A Coaching Way of Being, Consumer Outcome 3 Choice
    “It is our choices, Harry, that show what we truly are, far more than our abilities”. Professor Albus Dumbledore’s advice to a young Harry Potter captures the reality that clients are a product of their choices good and bad.
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  • POWER Planning, A Coaching Way of Being, Consumer Outcome 4 Control
    Research indicates that a client’s financial health does not depend on income level, asset size, education, age, or geographic location. The most important determinant of financial health is the extent to which a person feels in Control of their financial life.
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  • POWER Planning, A Coaching Way of Being, Consumer Outcome 5 Confidence
    Confidence is defined as “a feeling of trust and firm belief in yourself or others”. Given that trust is the currency of financial planning, it is no surprise that Confidence is critical to the success of a consumer-focused outcomes approach to financial planning.
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