Error loading player: No playable sources found
PFP2429
The Power of the Coach Approach: Elevating Your Client’s Experience
Date
June 5, 2024
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA & CIMA ENGAGE 2024)
This includes sessions from AICPA & CIMA ENGAGE 2024:
Have you ever found yourself at a loss when client conversations veer toward life choices and emotional issues? Do you feel frustrated when clients don't fully engage with your recommendations or fail to achieve optimal results? Imagine having conversations that delve beneath the surface to uncover what truly matters to your clients. Discover the transformative potential of the coach approach. Join us to foster deeper connections, drive better results, and deliver rewarding client experiences.
Learning Objectives
- Distinguish between the role of expert adviser, coach, and therapist
- Identify the diverse applications of the coach approach in your practice.
- Identify essential coaching skills to enhance client interactions, outcomes, and satisfaction.
- Apply a simple coach method to kickstart your journey.
Speakers
Andrea Millar, RLP®, PCC, CSA, CPA/PFS
Founder, Andrea Millar Life Planning
Wealth Advisor, Lucent Wealth Planning, LLC
Session Categories
Related Products
Editor’s Choice: The Perils of Advising an Older Accredited Investor
Editor's Choice is the presentation of a feature article that showcases the cutting-edge research and insights of a leading scholar in the field of financial planning…
Tax Issues When a Business Owner Dies (EST, TAX, PFP)
When an owner of a passthrough entity dies, certain tax implications may arise on both the individual and entity level. This presentation examines the various federal income tax issues to be mindful of in these circumstances…
Investment Best Ideas Panel
As CPAs and comprehensive planners, we can bring a financial view to our clients that no one else can. Learn how to leverage your knowledge and the expertise of others to help support your clients’ needs…
What to do When Your Insurance Company says "No"
Our world has been stricken with catastrophic events and suffered perils in the past few years that have people questioning their protection…
