How to build client coaching skills into your practice
Three steps to adviser heaven
How to build coaching skills into your financial planning practice
In a series of four articles written for Adviser Business Review, Chris Budd, managing director of Ovation Finance, and a diploma-qualified business coach, provides insight into the art of coaching clients within financial planning meetings to help them achieve their goals.
Part 1: An introduction to coaching for advisers
Part 2: How coaching will boost your practice
Part 3: Specific coaching skills you can put into practice
Part 4: Real life client coaching that created an ambassador for my business.