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Continue Your Education with Coaching Skills

By ClientWise | August 1, 2017

Most successful financial professionals possess the technical skills and qualifications necessary to help their clients and colleagues maneuver in a fast-changing market and professional environment. However, in a business that is built upon relationships -- knowledge of communication skills is just as important, if not more so, than technical skills. Acquiring coaching skills enables advisors to listen at a higher level to their clients, prospects and colleagues, to ask incisive and challenging questions that will bring important issues to the surface, and empower others to become complete partners in creating their own success. 


The Certified Financial Services Coach Training Program™, offered by ClientWise, LLC has recently renewed their designation by the International Coach Federation (ICF) as an Approved Coach Specific Training Hours (ACSTH) Program. 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. It's important to note that the ICF is the largest governing body over the coaching industry and holds all ICF credentialed coaches to a higher standard of ethics and performance. 

Here are just some of the recent ClientWise Coaching Skills graduates that have successfully achieved their Associate Coaching Credential with the ICF... 

Coach Training Roster

Here's what a few of our graduates had to say about their experience: 

"Being in the Coaching Skills by ClientWise course has been an amazing experience, very transformative. The deep listening skills that I've learned have helped me with my business relationships, really getting to understand clients and what they're looking to accomplish, what their motives really are. I'm now able to help them establish clearer goals to help them succeed in what they're looking to accomplish." Andrew Hinkle, SageMarketing

"My experiences have just been phenomenal. It was just such a gift, an eye-opening experience and there were so many learnings on just how to interact with people. The coaching skills and the techniques that we learned just apply across the board, whether it's with an advisor in a coaching session, with a Managing Director in a meeting, with a new advisor, with a veteran advisor, these skills just transcend so many different places." Stacey Sheridan, Chief Growth Officer, Northwestern Mutual 

"It's been fabulous. It's very freeing, I know now that I don't have to have all the answers, I don't have to work so hard with advisors. It gives me the freedom to allow my clients to make the progress that's important to them. You learn the coaching skills that you need to evoke the answers from the advisor directly." Patty O'Connor, Regional Senior Consultant, CIBC

"I found that I used the skills I learned in the class in situations when consulting with elite advisors because taking them to the next level involves more coaching skills than consulting skills." Tony Rizzutto, Pell Wealth Partners, Ameriprise Financial


Over 100+ financial professionals have completed The ClientWise Certified Financial Services Coach Training Program™ since 2012, and we want to continue embedding the power of true coaching into the financial industry.

There's only a few seats open in our Financial Services Coach Training Program™ that kicks off in September at our New York office! In the programyou’ll learn the skills to actively listen to your clients’ needs, ask powerful questions, increase your communication and relationship building skills, as well as begin the process of becoming an International Coach Federation Associate Certified Coach (ACC). 


Topics: Coaching for Financial Advisors

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