Unfortunately, vital relational, listening, partnering and communication skills are neglected in contrast to the technical skills involved in designations such as the CFP, CFA, CIMA and CLU.  Developing potent relationships is one of the most crucial, and at the same time, one of the most neglected skills in a financial professional’s arsenal.

Overview
An in-depth, 60-hour long coaching training curriculum developed for financial professionals who are committed to becoming effective communicators, successful relationship managers and great coaches. This complete training program teaches the full range of coaching skills.  

Curriculum
During a six-month period, participants will meet with ClientWise Master Certified Coaches for a two day class at the beginning and end of the program, and weekly 90-minute tele-classes attended from your office or home. Each module contains ample opportunities for practice around financial services industry specific issues related to communication skills, partnering skills and coaching.