Financial Coaching and Exceptional Planning
b'Saundra Davis believes that financial coaching skills and financial planning go hand in hand. As a financial planner, you may be completely confident in the guidance you give to clients \\u2013 but feel frustrated and lost time and again when they fail to follow your advice. This, according to Saundra, is where coaching comes in. \\nCoaching clients through financial decisions can inspire them to take action and pursue the financial life they desire. Evaluating how clients make decisions, and what could potentially stand in their way from making financial choices that serve them, can help financial planners to have a larger impact on the lives of their clients \\u2013 and extend their impact for generations to come.\\nThis conversation with Saundra will absolutely move you. As financial planners, we often focus on how we want to serve younger generations that often don\\u2019t fit the mold of \\u201cideal client\\u201d for larger, established firms. Saundra\\u2019s take on financial coaching will inspire you to serve your existing clients better, extend yourself to be able to serve everyone, and grow the financial planning practice you\\u2019ve always dreamed about.\\n\\n\\xa0\\n\\n\\xa0\\nWhat You\\u2019ll Learn:\\n\\nCore financial coaching elements, such as how to get clear about what a client wants, the gap between what they want and where they are, and how to create a financial plan that can help them achieve their goals, regardless of their income or wealth\\nThe importance of how we view our clients and the consequences if we don\\u2019t view them correctly\\nHow financial coaching intersects with financial planning (hint: if you want to be a better financial planner, financial coaching skills are critical)\\nHow to serve low income individuals through financial coaching in a way that focuses on asset building\\nHow financial coaching connects us as financial planners to our deeper fiduciary duty\\nWhere to \\u201cplug in\\u201d to conversations about financial coaching within the financial planning profession\\nThe importance of bringing financial expertise to financial coaching\\nHow to start coaching-based financial planning conversations with clients\\nHow the financial planning profession can move forward into serving demographics that aren\\u2019t currently being served\\nHow coaching can help you guide your clients to live the life they want\\nMotivation and inspiration \\u2013 knowing what you provide and what the client provides\\nThe power of motivational interviewing and how you can improve your client skill set'