Description
Group Coaching Sessions to Revolutionize Your Financial Planning Practice
Tuesdays: 7:30 a.m. to 8:30 a.m. Pacific
Next Series – Q2 of 2020
- April 21, 28
- May 5, 12, 19, 26
- June 2, 9
Week 1
Lesson 1 – Four Proven Principles
Week 2
Lesson 2 – Regulatory Impacts
Week 3
Lesson 3 – The Power of Your Message
Week 4
Lesson 4 – Instilling Confidence
Week 5
Lesson 5 – Developing an Ideal Client Profile
Week 6
Lesson 6 – Your Ideal Calendar
Week 7
Lesson 7 – Two Ears, One Mouth
Lesson 8 – Modeling Client Behavior
Week 8
Lesson 9 – The Importance of Coaching
Lesson 10 – Value Adds