Advanced Training for Financial Life Coaches
This advanced training is designed to equip financial coaches to use simple, proven, and effective tools to add value to your relationships with clients, build a team of specialists, and create an increasing revenue stream.
Ten Advanced Modules to Build Your Financial Coaching Business
Uncovering Your Client’s Real Goals: Tools and techniques to help you connect with what matters most to your clients, which will demonstrate that they are more than a number to you.Earning and Building Your Client’s Trust: What matters most in any relationship is trust.  Develop the heart and skills that enable you to earn the trust of your clients.First Memories: A person’s financial assumptions and expectations are shaped by significant experiences in their past. Learn to ask key questions to help transform your clients’ financial future.Powered by Purpose: Connecting money management principles with a client’s compelling purpose in life makes all the difference to them and to you.A Clear Plan: Learn to use the tool, The Blueprint for Financial Success, to build a “purpose-centered alliance” with your clients to fulfill their dreams – and yours, too!Simplifying the Complex: Some clients can understand complicated financial concepts, but most people want us to communicate in clear, simple terms.Put It All Together: A comprehensive financial plan includes everything from insurance to estate planning –a good plan makes the next step clear and easy.Marketing Your Services: Practice the most effective ways to attract the right people and engage more clients than you can possibly serve.A Synergy of Specialists: Financial Specialists appreciate referrals from you – people who buy the products and services they sell. Build a team of specialists to provide great service to your clients and non-stop referrals to you.Brass Tacks: Using the Internet and live events to attract a client base, serve clients the way they want to be served, and create an annually increasing revenue stream.
Advanced Training for Financial Life Coaches is based on three books: Allied for Success, What Matters Most, and Make Your Money Count. Advanced training modules can be delivered online via GoToMeeting or at live events.
Contact me (Jim Munchbach) today.
Or, visit our resource page to purchase our products:
Allied for Success: Creating a Synergy of Specialists to Fulfill Our Clients’ Dreams (FPA Press)—for financial professionals
What Matters Most: Building a Purpose-Centered Alliance with Your Clients to Fulfill Their Dreams—and Yours, Too (Baxter Press)—for financial professionals
Make Your Money Count: Connecting Your Resources to What Matters Most (Baxter Press)—for clients
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