As a coach working with clients on financial topics, you understand that knowledge alone doesn't create transformation. This insightful 90-minute session will enhance your coaching toolkit with specialized techniques to move clients from financial awareness to meaningful action.
Financial coaches often witness a disconnect between clients' stated financial goals and their actual behaviors. This session reveals the psychological and behavioral factors that create this gap and provides practical coaching approaches to help clients align their actions with their aspirations.
Drawing from the groundbreaking work of Saundra Davis, MCC, MSFP, FBS®, you'll learn how to deepen your coaching practice through financial behavior insights and client-centered approaches.
This interactive workshop will equip you with:
· Core coaching skills tailored specifically for financial conversations
· Techniques to uncover your clients' deeper motivations around money
· Strategies to address resistance and ambivalence about financial change
· A framework for supporting client-driven financial action plans