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Coaching Skills for Financial Advisers 
How to uncover clients’ goals and deeper motivations

 

Webinar 1: Coaching; a powerful opportunity for advisers
Tuesday 28 January 2020, 11am

About this webinar

In this 60-minute webinar, we explore financial coaching as a complementary activity to traditional financial advice and start to examine client needs and technological trends, that underpin the need for advisers to improve their interpersonal skills. 

Learning objectives

During this webinar you will:

 

  • Gain a better understanding of what coaching is and the benefits of using coaching conversation techniques as a financial adviser

  • Explore the opportunities that coaching can create for advisers including; better client outcomes, new income streams and stronger business 

  • Learn purposeful listening and observation techniques that can be used to improve understanding of clients’ needs and motivations

  • Receive guidance on how to apply high-quality questioning to help increase clients’ self-awareness and facilitate their thinking and decision making

Presented by

 

  • Chris Budd, Founder and Chairman of Ovation Finance  

  • Jan Bowen-Nielsen, Founder and Managing Director of Quiver Management

Webinar 2: Coaching; driving improved wellbeing for clients

Tuesday 28 January 2020, 2pm

About this webinar

During this 60-minute webinar, we look at financial coaching and how it can be used to improve clients' understanding of themselves and help clarify their real objectives, allowing you to create more relevant financial plans and enhance your long-term value by becoming a trusted coach. 

Learning Objectives 

By the end of this session you will:

 

  • Understand how to uncover clients’ goals and deeper motivations, and through this help them see more possibilities

  • Have practical advice and tips on how to build strong rapport and relationships with your clients, helping them make better decisions

  • Know how coaching can significantly improve the overall wellbeing of your clients 

  • Be able to use the increased understanding and deeper rapport to develop a tailored and appealing financial plan

Presented by

 

  • Chris Budd, Founder and Chairman of Ovation Finance  

  • Jan Bowen-Nielsen, Founder and Managing Director of Quiver Management

 

Webinar 3: Coaching; practical tips from practitioners who have embedded it in their proposition

Thursday 6 February 2020, 2pm

About this webinar

In this 60-minute webinar, we hear from current practitioners offering coaching as part of their financial planning proposition, as they explore the opportunities and lessons learned from using this technique. 

Learning Objectives 

By the end of this session you will:

 

  • find out more about coaching and understand how you could embed it as part of your proposition

  • hear real-life examples of coaching in practice and what the practical value is to a financial planning business

  • hear lessons learned from current practitioners on what works and what doesn't

  • receive practical advice and tips on coaching

Presented by

 

  • Damien Rylett, Brunel Capital Partners

  • Alasdair Walker, Hunter Aitkenhead & Walker

  • Anthony Villis, First Wealth