program will enable financial advisors
to obtain Coaching
Skills in a convenient and affordable
manner. Topics include:
1. Introduction to Effective Communication Skills and Values-Based Planning
2. Understanding Your Communication Style and the Style of Your Clients
3. Attending and Listening Skills
4. Perspectives: The Ability to See Differently
5. Powerful Questions
6. Impact on Financial Planning
Sessions meet weekly, on Fridays at 9:00 AM Pacific.
The first session, Friday, March 6, 2009, is complimentary, so come and try it on for size. Remaining sessions include March 13, 20 and 27 and April 3 and 10. The course is priced at $249, this class is specially priced for United Planners at $199 for the series.
This program includes the administration and interpretation of your personal DiSC communication style assessment. The course is priced at $249 for the series, and calls are recorded in case you miss one. Led by certified coaches who specialize in working with financial advisors, this program will help take your practice to the next level.
This program has been approved for six hours of CFP® Continuing Education credit. It may also be counted for non-technical credit for CPA--consult your state agency.
Click here to register for the first complimentary class.
Click here to register for the program.