Coaching; a powerful opportunity for advisers

Presented by

Chris Budd, Founder and Chairman of Ovation Finance and Jan Bowen-Nielsen, Founder and Managing Director of Quiver Management

About this talk

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 A live Q&A discussion forum will take place following the webinar at,
Related topics:

More from this channel

Upcoming talks (0)
On-demand talks (125)
Subscribers (24489)
We are the professional body for the financial planning profession in the UK. Our remit is to lead the financial planning community towards higher levels of professionalism exhibited through technical knowledge, client service and ethical practice. We are part of the Chartered Insurance Institute group and aligned with its Royal Charter that requires we secure and justify the confidence of the public.