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ClientWise to Offer the Only ACSTH Approved Course for Financial Advisors

By Sophia Harbas | December 15, 2014

The Certified Financial Services Coach Training Program™
The Certified Financial Services Coach Training Program™
, offered by ClientWise, LLC has recently been designated by the International Coach Federation (ICF) as Approved Coach Specific Training Hours (ACSTH). This 60-hour course is the only approved course designed specifically to assist financial professionals in obtaining the vital skills needed to become an accredited coach.

This designation requires rigorous ICF requirements for content that teaches coaching in alignment with ICF definition, and indicates that ClientWise is continuing its commitment to uphold the highest tenants of coaching. The ICF is the leading organization built to advance the art, science, and practice of professional coaching, and has accredited every ClientWise coach at the Professional Certified and Master Certified level.

In the Certified Financial Services Coach Training Program™, financial professionals work with top industry coaches to increase their communication and relationship building skills, and significantly improve their businesses. It combines the highest knowledge of coaching and of the financial services industry, to create skilled certified financial services coaches in all aspects. Professionals in all areas of the industry, including advisors, executive leaders, and relationship managers, have benefited from this course.

During a six-month period, participants meet with ClientWise Coaches for a two day class at the beginning and end of the program, with 90-minute weekly teleclasses in between. Every meeting provides ample opportunity for practice around financial services industry-specific issues related to communication skills, partnering skills and coaching. The benefits of this six-month commitment are vast, and impact relationships not just with clients, but with internal team members, centers of influence, and staff.

Upon successful completion of the course, financial professionals receive the ClientWise Certified Financial Services Coach Designation, and automatically meet ICF education requirement for the Associate Certified Coach (ACC) credential, which allows them to bypass the ICF oral assessment of coaching skills for ACC credential. To learn more about Certified Financial Services Coach Training Program™, please visit: http://www.clientwise.com/coaching-skills-program.

“The improvements I’ve seen financial professionals experience following this course are incredible. These skills are a vital part of how advisors connect with their clients and differentiate themselves as providers,” says Ray Sclafani, Founder and President of ClientWise. 

"I am honored to be a part of this journey alongside the financial professionals.  The awareness that is created with the understanding of how a coaching conversation can foster a completely different relationship between the advisor and the client is inspiring,” says Sophia Harbas, Director of Coaching Services.

ClientWise is the premier business and executive coaching firm working exclusively with financial professionals. ClientWise coaches partner with financial advisors, wholesalers, managers, and executive leaders on a national level to optimize their growth, maximize their revenue, and ultimately create self-sustaining businesses.


Certified Financial Services Coach Training Program

Topics: Coaching ClientWise

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