FAN's ELITE Coach Training Model
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Examine yourself to be aware of what you think, feel, and do as a Financial Advisor;
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Listen to learn what matters most for clients personally and financially;
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Inquire to clarify your clients’ core values, purpose, and life goals;
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Test for truth to build trust and authenticity in relationships; and
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Endorse to enroll, energize, and encourage clients to move forward with implementation of their financial life plan.
FAN's ELITE Coach-Training program will give participants five core skills that equip Insurance and Financial Advisors to build trust more deeply in relationships and manage the financial life planning process more effectively. These core coaching skills are built into all eight sessions of our program so that your learning sticks long after you've left the workshop. The underlying principle of building purpose-centered alliances is that we need to understand our clients’ purposes very clearly. As these conversations unfold, we realize very quickly that one client’s enduring values may be very different from the values of another client. How can we tell the difference? By listening and watching. We listen to what they say, and as we listen to their words and observe their nonverbal signals, we determine if they are goal-oriented or relational, slow or quick to make decisions, detailed or focused only on the bottom line. If we read them accurately, we can avoid wasting time, focus on their needs, and gain their trust more completely and more quickly. And in doing those things, they will, as we have said, trust us with their lives, their families, and their assets.
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What Matters Most: Coach-Training for Insurance and Financial Advisors.
A Helpful Resource for You and Your
Clients…
Make Your Money Count
Connecting your resources to what matters most
“Make Your Money Count stands out from other guides on money management because it drives home an important truth: Clarifying your purpose in life is the essential element in financial planning. The book offers an excellent blueprint for success and provides easy-to-follow steps that will align your money with your best intentions and put your finances in divine order.”
— Ken Blanchard, co-author of The One Minute
Manager® and Leading at a Higher Level
“As trusted advisors, we recognize that motivation is the key to change. In Make Your Money Count, Jim Munchbach provides powerful motivations to connect our finances with our purpose in life. This, I know, makes all the difference in the world. I enthusiastically recommend Jim’s book”
— Ron Blue, Kingdom Advisors
About Jim Munchbach, Your Workshop Leader
Jim has seen the power of purpose in shaping people’s vision for the future, motivating them to reach their goals, and giving them a thrill when they connect their money to what matters most. Before learning these principles, Jim was a very successful sales professional, but something was missing. Trusted mentors helped him see the tremendous benefits of financial life planning – benefits for clients, and for us as Financial Advisors. As our clients’ guide in the complex world of financial planning, we have a unique opportunity – not just to sell “stuff” – but also to impart purpose, value, and wisdom as we serve clients each day.
Linda Miller, Master Certified Coach
Also leading your workshop is Linda Miller who serves as Global Liaison for Coaching with The Ken Blanchard Companies. As an executive coach and trainer, Linda has a passion for people taking effective, intentional action. Since 1995, she has helped thousands of professionals build productive and collaborative relationships with colleagues and clients. Linda is co-author of Coaching Essentials for Leaders, a coach training program that encourages leaders to use coaching skills to create strong business alliances. Her second book on coaching, Coaching in Organizations: Best Coaching Practices from The Ken Blanchard Companies, will be released in April 2008.
About the Ken Blanchard Companies
Experts tell us that nearly 80 million Baby Boomers will retire in the next 10 years. In the United States alone, almost 14 trillion dollars of wealth will be invested, managed, and transferred to our children. That’s a lot of opportunity and responsibility. At The Ken Blanchard Companies, we think it’s absolutely essential for Financial Advisors to provide holistic, thoughtful, goal-oriented strategies, products and recommendations. Our training equips you to do just that. Click here for more information about the Ken Blanchard Companies.