Breakout Session

Coaching Skills for Effective Plan Implementation

Level of Complexity: Advanced

Speaker(s)

• 

  Saundra Davis, MSFP, APFC, FBS

  Executive Director
  Sage Financial Solutions, INC.

Coaching is a collaborative approach that recognizes the client as “expert” in their own lives and the coach as “partner” to co-create a relationship that supports the client’s goal fulfillment. It's no secret that clients often pay for financial planning services, attend all of the meetings, agree on a plan, and lose steam in implementing the recommendations. Explore and practice techniques to help clients bridge the gap between what they know and what they do, when it comes to their money.

Learning Objectives:

• Recognize when coaching skills will enhance client communication in financial planning engagements.
• Demonstrate fundamental coaching skills designed to evoke change talk for implementation of the financial plan.
• Identify how coaching skills can be integrated into financial planning processes from gathering information to implementation and monitoring.