Building stronger relationships is the bedrock of a successful financial advisory practice for advisors and the executives, wholesalers and leaders who support them. Unfortunately, vital relational, listening, communicating, partnering and communication skills are neglected in contrast to the technical skills involved in designations such as the CFP, CFA, CIMA and CLU. Developing potent relationships is one of the most crucial, and at the same time, one of the most neglected skills in a financial professional’s arsenal.
If you are a financial advisor who wants to connect on a deeper level with clients, potential clients and referral sources or a financial executive who wants to sharpen coaching or mentoring skills, then this course offers significant professional development benefits.
What is the ClientWise Certified Coaching Skills Course™?
ClientWise has built a unique coaching skills training program specifically designed with the financial professional in mind. The course was crafted to help the financial services professional – including financial advisors, financial leaders, wholesalers, broker/dealer professionals, asset managers, insurance agents and insurance executives to learn and harness a powerful set of communications tools that will enhance relationship building and management skills.
The ClientWise Certified Coaching Skills Course is an in-depth 60-hour long coaching training course for financial professionals who are committed to becoming effective communicators, successful relationship managers and great coaches.
Built around the International Coach Federation (ICF) core coaching competencies and code of ethics, this program integrates in-person workshops and teleclasses to educate financial professionals in new and potent ways to deepen relationship skills such as presence, listening, questioning, communicating directly, and partnering.
The participants receive in-depth mentoring and feedback on their coaching skills from Master Certified Coaches. These coaches, who have decades of experience working with financial professionals and senior level executives, have developed a hands-on curriculum that stresses specifically designed situations pertinent to the financial industry that financial advisors, leaders and professionals deal with every day. It is the only coach-training program fully customized to the financial professionals’ real world.