Beginning in 2008 and continuing now, the financial markets are in turmoil. The government has instituted bailout and stimulus programs, and yet the market is still quite volatile and uncertain.

In these times, conversations with clients can be difficult. We may even question our own advice and career choice. Many of us have been hit financially as well and are wondering how to grow a financial planning practice in these uncertain times.

Join us for a six session "Difficult Conversations" teleclass series. The series meets weekly on Fridays at 10 a.m. and is open to United Planners representatives and partners only.

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. Normally priced at $249, this class is specially priced for United Planners at $199 for the series. The class may qualify for continuing education credit from the CFP Board of Standards.

Click here to register for the first complimentary class.

Click here to register for the program.

True learning and its everyday application, as well as the acquisition of effective and refined coaching skills, takes place over time. Therefore, our Coaching Skills Teleclass Programs have been specifically designed to establish a new skill set for our clients through a proven and integrated process.

The Coaching Teleclass Program includes six one-hour teleclasses. 

This 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.

 

      Have you ever wished you had a coach for your team? Someone that can:

• Be a sounding board for your business opportunities and challeges?
• Facilitate your strategic planning discussions?
• Work with you to incorporate a coach-approach?
• Facilitate difficult client meetings?
• Counsel clients regarding their money beliefs and behaviors?

Contact us today and ask how you can have a Coach On Board!!!

Thank you for your interest in Financial Conversations®.