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Want to be a better financial coach and communicator for your clients? Committed to becoming a more engaged leader, mentor, and coach for the next generation of advisors who’ll lead your firm into the future? For too many advisors, relational, listening, partnering and communication skills take a back seat to technical knowledge and designations.
Our Certified Financial Services Coach Training Program™ is designed to bring those skill sets into better balance—and it’s the industry’s only elite coach development program certified through the International Coach Federation (ICF).

What to Expect

An in-depth, 60-hour executive coaching training curriculum specifically developed to help you become a more effective listener and communicator, a more successful relationship manager, and a great coach and mentor of others.

Built around the ICF’s core coaching competencies and code of ethics, this program integrates workshops and teleclasses to teach you new and potent ways to deepen relationships through presence, active listening, questioning, communicating directly and partnering.

During a six-month period, you’ll meet with ClientWise Master Certified Coaches for a two-day class at the beginning and end of the program, along with weekly 90-minute teleclasses attended from your office or home.

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Connect with a Relationship Manager

Client Results

Partner with clients, team members, stakeholders and others in a profound way to advance organizational goals

Communicate skillfully to break down barriers and better understand the positions and beliefs of others more fully

Build consensus among team members to achieve vital goals and objectives

Ask challenging questions that will bring important issues to the surface

Let us guide you to your potential.

Connect with us to learn how the ClientWise coaching skills program can take your profession to the next level.