Does FAN’s Coach-Training offer CE?
Our 8 hour Coach-Training workshop has been submitted to both TDI (Texas Department of Insurance) and CFP® Board of Standards for 8 hours of CE. FAN also offers a 2-hour Course, which has been submitted for 2 hours of Consumer Protection for licensed Insurance professionals. A 1-hour presentation is also available upon request for sponsors who want to introduce Insurance and Financial Advisors to these principles and absolutes.
Are discounts available for FAN’s Coach-Training events?
Our pricing is far below market value for similar coach training. Sponsors help keep the cost reasonable by providing meeting facilities, break service, and a unique dinner experience, which is included in the cost and part of CE outline.
Why does much of your material refer to the FPA Residency Program?
FPA Residency is one of the industry’s premier training resources. FAN’s founder (Jim Munchbach) attended FPA Residency as part of his training to become a Certified Financial Planner™ professional. The workshop was a turning point for Jim’s life and career. FPA Residency has shaped the fundamental design of FAN’s Coach-Training program. Read More...
What is Values-Based Sales Academy?
VBS is one of the most referenced training programs in our industry. Many CFP® professionals attend the Academy as follow-up to their certification process. Insurance and Financial Advisors benefit from VBS by learning a linear approach to the discovery process with clients that begins with the great question: what’s important about money to you? VBS Academy played an important role in Jim Munchbach’s training, experience, and subsequent design of FAN’s Coach-Training. Read More...
Isn’t “The Blueprint for Financial Success” just another gimmick to sell FAN products?
VBS Academy used the “Roadmap for Financial Success” as a discovery tool. The Blueprint was designed for Insurance and Financial Advisors who needed a more holistic and authentic approach to financial life planning.. There are many tools in the industry that can serve the same end. FAN's Coach-Training will help Insurance and Financial Advisors become more proficient with any company-approved tools designed to uncover clients’ hopes and dreams. The Blueprint is a powerful tool to help Advisors connect clients’ resources to what matters most to them. Read More...
Is FAN’s material compliance approved for use with my company?
Our material is designed to go “Beyond Compliance”. While we recognize that compliance is crucial in our dealings with clients, we also believe that our responsibility as human beings goes beyond our role as financial professionals. Read More...
What is FAN’s refund policy?
If you are not satisfied with resources purchased directly from FAN (including our 8 hour Coach-Training program) we will refund your purchase.
What about FAN’s coaching services?
FAN does not offer coaching services directly to Insurance and Financial Advisors. FAN believes professional coaching is a crucial resource for Advisors who want to advance in our industry. FAN has partnered with some of the most prestigious organizations in the world to help Insurance and Financial Advisors improve productivity and performance. While FAN works with and trains coaching partners in the financial life planning process, we cannot be responsible for your coaching experience and we do not offer refunds for services rendered by any of our coaching partners or sponsors. Read More...
What is FAN’s relationship with The Ken Blanchard Company?
FAN’s mission is to train and equip Insurance and Financial Advisors in the principles and absolutes of trust building, relationship management, and the financial life planning process. The Ken Blanchard Company provides coach-training services to the largest companies in the world. The Ken Blanchard Company has the capacity to serve major firms in the financial services industry. Our relationship is mutually beneficial. Read More...
How can my company sponsor a FAN Coach-Training Event?
Go to the contact us page on our website. Tell us about your event and we will contact you to make arrangements. We require a minimum of 40 participants to provide the 8-hour Coach-Training event. The base cost is $250 for each participant. Three sponsors are needed: 1) Facility Sponsor; 2) Break Service Sponsor; and 3) Dinner Sponsor. The cost for each sponsor is between $600 and $1200 depending on geographic location and number of attendees. Read More...