Powerful Communication. Measurable Results.
ClientWise has built a unique coaching skills training program specifically designed with the financial professional in mind. Our course, The Certified Financial Services Coach Training Program™, is crafted to help the financial services professional —including financial advisors, financial leaders, wholesalers, broker/dealers, asset managers and insurance agents, executives—learn and harness a powerful set of communications tools that will enhance their relationship building and management skills.
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, 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.
Overview: An in-depth, 60-hour long coaching training curriculum developed for financial professionals who are committed to becoming effective communicators, successful relationship managers and great coaches. This complete training program teaches the full range of coaching skills.
Curriculum: During a six-month period, participants will meet with ClientWise Master Certified Coaches for a two day class at the beginning and end of the program, and weekly 90-minute tele-classes attended from your office or home. Each module contains ample opportunities for practice around financial services industry specific issues related to communication skills, partnering skills and coaching.
Course Benefits:
ClientWise is the premier business and executive coaching and consulting firm working exclusively with financial professionals. We specialize in helping clients optimize growth and maximize revenue by engaging as aknowledgeable partner in accomplishing specific and significant business results.
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