Jan Bowen-Nielsen was a panel member at the highly successful 2017 Festival of Financial Planning, and has now been invited back by the Personal Finance Society as a keynote speaker at the 2020 Festival at the Birmingham NEC on November 3-4th, 2020. This is expected to be the largest open event in the UK Financial Services in 2020.
Jan will be speaking about “How Coaching Can Engage and Delight Your Clients”.
“Clients’ expectations of their financial adviser are changing. The role as adviser is becoming more than just managing the money. Helping clients with their financial wellbeing, health and happiness requires a new set of skills for financial advisers. In this presentation Jan will share how a coaching approach and coaching skills will lift the quality of conversations and enable financial advisers to become trusted advisers with real impact on their client’s wellbeing and happiness. You will leave with a better understanding of coaching and a number of practical tips to improve the quality of your client conversations, your advisory service and your client relationships.”