Why every financial planner should have a coach?

John Dashfield
John Dashfiled, Client-Centred Advisers

Coaching is not a luxury. In an increasingly complex world it has become the development process of choice for an increasing number of professionals, including financial planners.

Why? Because to have a great life, we have to be great at what we do. 

Learning outcomes

  • What coaching is and what it isn’t
  • Why being coached is the best platform for coaching your clients (thereby adding huge value to your relationship)
  • How to identify your greatest opportunities for development 
  • How do you know if you should hire a coach?
  • Where do you find the right coach for you?