In this series of six webinar sessions you will learn some core coaching skills and how you can apply these in your financial advisory practice to
- Improve your client conversations
- Understand your clients better
- Improve your service delivery
- Help your clients achieve financial wellbeing
- Convert more prospective clients
- Create a prosperous practice based on long-term client relationships.
“I thought this was an excellent course, which was very well delivered. The content was excellent alongside extensive supportive documentation” Scott Inglis, Edison Wealth Management
Who is it for?
This course is for all financial advisers, financial planners, wealth-managers, para-planners both new and experienced, who want to improve the quality of conversations with their clients and build long-term client relationships.
"REALLY interesting and super useful!" Hayley
The recordings of the six 1-hour webinars are available on our learning platform together with self-help learning resources such as coaching tips, self-help exercises, self-assessment forms, lists of questions, links to other resources.
CPD for Financial Advisers
Participants who complete the course will receive a certificate of attendance which can count 6 hours towards your CPD requirements.
- Trends in the financial advisory markets and shifts in client expectations
- Appreciate how the ability to connect human-to-human is becoming ever more important for advisers
- Moving from financial advice to helping clients achieve financial wellbeing
- Understand what coaching is and isn’t, and the differences between coaching, mentoring, training, counselling and advising
- The benefits of coaching for financial planners
- Understand the mindset and skills of a coaching adviser
- The importance of good listening to understand your clients
- Appreciate the barriers to listening and why it is particularly difficult for advisers
- Learn tips and techniques to overcome barriers to listening
- Learn key listening and observation skills
- How to use listening skills in client situations
- Understand the power of questions to help your client’s thinking
- Learn to recognise and ask helpful and unhelpful questions
- Construct your own toolkit of questions
- Build good client relationships and first impressions
- Learn to observe and match client behaviours to accelerate rapport building
- Use human behaviour and personality models to make sense of what you observe
- How coaching can help improve your clients’ thinking and self-awareness
- What motivates humans and how to use these insights in your client conversations
- How to help uncover your clients’ deeper objectives, motivations, needs and fears
- How coaching can help clients make better decisions
- Help clients deal with complex decisions and uncertainty
- Spot unhelpful thinking patterns and help overcome biases
- Use coaching during a lifelong client relationship
- Coaching and financial wellbeing
- How to help your clients deal with typical life situations
- Understand how people respond to change
- How to use coaching to help your clients change their thinking and behaviours
- Help your clients deal with changes
- Structure an effective client conversation using PACE
- Use coaching techniques to convert more clients
- Understand how coaching and FCA compliance complement each other
- How to introduce coaching into your practice with existing and new clients
- Turn a coaching approach into a competitive edge
- The importance of treating coaching as a professional discipline
- For more information, please contact Jan Bowen-Nielsen on firstname.lastname@example.org
- Payment terms
- Full payment is required to access the material.
- You will receive personal access to all the webinars and resources for 3 months from date of purchase.
- ‘No share’ of access
- Access to the webinars, recordings and self-learning resources is limited to the person(s) designated as fully paid-up participant(s). These resources are the property of Quiver Management Ltd and copyright protected. Access to the webinars, recordings and self-learning resources must not be shared with any other person. Sharing access to the resources with other individuals will be regarded as a breach of contract and violation of Quiver Management Ltd.’s copyright.