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Using Financial
Conversations®
Coaching Skills,
you will be able to
- Have
more meaningful conversations with
clients and prospects.
Conversations in which their thoughts,
values, feelings, and beliefs
are revealed to you, the advisor;
- Identify and address clients' "land-mine" thoughts,
values, feelings, and beliefs
about money so you can plan/advise more successfully;
- Cut
through the "facade,"
and access your client's innate
wisdom, so they take a greater
sense of ownership
in the implementation of financial
plans;
- Develop
deeper, more productive and sustainable
relationships with your clients;
- Have more fun relating to clients who
are excited about their current and future goals; and
- Provide
better services, advice, and plans
that
have a
high probability of being utilized.
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