Coaching; tips from practitioners who have embedded it in their proposition

Presented by

Ruth Sturkey, Paradigm Norton; Alasdair Walker, Handford Aitkenhead and Walker Ltd; and Anthony Villis, First Wealth

About this talk

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 During this webinar 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 A live Q&A discussion forum will take place following the webinar at, pfspower.org.
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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.