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Programs

Financial Conversations® programs include:

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 Coaching for Financial Advisors

Telephone coaching engagements are conveniently designed for financial advisors whose schedule may not allow them to participate in our more structured training Programs.

These "one on one" tele-sessions are held with an experienced coach and allow you the flexibility to schedule your coaching training when convenient to you. There is an initial three-month commitment with an option to renew on a quarterly basis. Tele-session training conferences last 45 minutes each and are conducted during regular business hours.

This program affords an opportunity to personally experience the impact of coaching and its benefits. You will also acquire a working understanding of the fundamental coaching skills the financial service industry will increasingly be employing as it forges ahead to meet the lifestyle financial planning needs of its clients. 

We invite you to take advantage of a complimentary "convenience" coaching session that will help you determine if coaching is either for you or your associates. Click here to register or call us today at 480-777-8876.

   Dealing with the New Normalal

No doubt, 2010 was a challenging year. As clients and advisors seek to adjust to the "New Normal", four critical skills are needed.

  • Holding the focus
  • Growing the business
  • Dealing with clients
  • Keeping your sanity

Join Master Certified Coach, Andrea White, to hear how you can enhance these skills to make your business more successful in 2011.

The series is $175 or you can sign up for individual calls at $49 each. Call us to check the schedule: 480-777-8876.

 


   Coach on Board

      Have you ever wished you had a coach for your team? Someone that can:

  • Be a sounding board for your business opportunities and challeges?
  • Facilitate your strategic planning discussions?
  • Work with you to incorporate a coach-approach?
  • Facilitate difficult client meetings?
  • Counsel clients regarding their money beliefs and behaviors?

Contact us today and ask how you can have a Coach On Board!!!

 


Learn more about our programs.
And let us show you how coaching and using effective coaching skills
can help you become an even more successful Financial Advisor.
 

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Contact Financial Conversations®: 480.777.8876
E-mail info@financialconversations.com

Financial Conversations® is a product of Business by Design, LLC           Copyright 2010
Contact us at 480.777.8876 or email: info@financialconversations.com