This is the inaugural conference for the newly founded IFW. If you are a financial adviser, coach, planner, paraplanner, practice manager, fintech start-up, product provider, marketing expert, charity or just an interested party - the IFW exists to help you to help you and your clients to become happier as well as wealthier.”
The conference is taking place online the week beginning 21st September.
Jan Bowen-Nielsen will be speaking about “Coaching at the Heart of Financial Wellbeing”.
“Helping clients with their financial wellbeing 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.”