The real value you can offer is to help the client create their own solutions
The Challenge
You want to explore ways to help the client look at the bigger picture and find ways to add even more value to your service proposition.
Your clients want to take action, but even with the best advice and planning they are fearful, or stuck in a cycle of inaction.
You want your work to feel more meaningful at times of emotional change for your clients (divorce, inheritance, retirement)
introducing the 12 week award-winning programme
The programme has been specifically designed to complement your work as a financial adviser or planner or for you to consider as a stand alone business.
A programme where the adviser, planner, and coach become one!
By the end of this programme, you will be ready to further support paying clients, strengthen your brand, and create long term sustainability for your business and your income.
The Opportunity
Make money more meaningful for your clients and help them with their emotional decision making
Learn a new way of developing higher value in your business to and create long term sustainability
Understanding clients behaviours and emotions is the key to unlocking deeper trust & meaningful financial advice
Learn and practice the core skills of a financial coach
Practice intuitive listening
How the brain processes money beliefs
The 3 stages of how our clients beliefs are formed
This is the of financial advice
Learning Outcomes (720 mins Structured CPD for you)
Understand what financial coaching is and the benefits it brings to planners, advisers and clients
Understand your own beliefs about money and how these influence your interactions with your clients
Examine the interaction between emotions and behaviours and the impact that this can have on client outcomes
Learn the origin of emotions and how this influences our world view
Understand and describe why we favour what is familiar to us and how to help clients break out of their financial comfort zone
Learn the cognitive processes that are at play during discussions about money and how these influence communication between coaches and clients
Look at the benefits and challenges of the development of habits and how clients' behavioural patterns can be interrupted
Practice using the tools that you can use to identify the root of your client's conflicts
Understand our unique 6 Step process to successfully navigate conflict situations.
Understand and explain the drivers of conflict
Practice the qualities, skills and techniques required to be a successful financial coach
Understand and describe how iterative change benefits the formation of lasting habits
Understand the methods available to record the coaching process that complements the regulatory requirements and next steps to use this in practice in your role back in the office
Use and play a recognised model to analyse your client's habits and attitudes to money
Enrolment Now Open
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This will change your own relationship with money, not just your clients!
Clients will remember how you make them as well as what you help them do
About
Catherine Morgan
I’m on a real mission to help more financial professionals to explore the emotional and practical sides of money because money is both logical and emotional!
Having worked in banks since the age of 18, I became very disillusioned with the focus on complicated financial products. I discovered Financial Coaching and by incorporating this into my work as a Financial Planner I have been able to launch a hugely successful standalone financial coaching business in the UK.
I am a qualified financial planner, certified Financial Coach and therefore understand the regulated world and the challenges this can bring.
Many clients self-sabotage their financial wellbeing and future by not being able to follow your plan and advice because of their feelings, emotions and behaviours.
But I'm here to show you that you can support them more than ever, and in this programme I will be sharing the practical tools and exercises you need to do that.
FAQ
This 12 Week programme will will be taught LIVE and start on 10th September 2020 with fortnightly teach sessions thereafter and implementation exercises to do in between. All calls will be 12pm-2pm on teach days.
The dates of the training are:
10th September - 12pm-2pm
24th September - 12pm-2pm
8th October - 12pm-2pm
22nd October - 12pm-2pm
5th November - 12pm-2pm
19th November - 12pm-2pm
There will be a bonus classroom celebration on Friday 27th November at 7pm
All sessions are recorded if you miss one
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