|
The
ideal
for anyone entering into the world of coaching people with financial
issues or to financial freedom, is to take
the three-day course.
It is the
best value
and gives a person all the coaching techniques they need to work with
a clients' numbers, issues, and beliefs.
Below are alternative suggestions
for those who can not invest in all three days at the same time.
| Credit counselors |
Persons wanting to help
people with financial difficulties. Refresh your training. The
program will provide you with challenges, practice and feedback
you need. Share your existing expertise with newcomers as you
gain fresh insights and skills.
Credit
Counselor, Days 1 & 2. |
| Coach in private
practice |
Many of your clients face
financial challenges from time to time. Improve your
understanding of financial management concepts and learn
specific financial coaching techniques. Add finances to the
focus areas you offer to existing, and a completely new crop of
prospective clients.
Financial-Life Coach, Days 2 & 3. |
|
Loan officers |
If your institution offers
"Stretch-Pay" or other payday loan alternatives, these are the
skills you need to work with those borrowers. Your institution makes money
when you make loans. You make more loans when financially
troubled ‘potential’ borrowers become eligible to borrow again;
everyone wins and you win a loyal borrower. Learn techniques
that allow you to gain rapport and lead the borrower to their
own financial health.
Credit Counselor, Days 1 & 2, or
Basic Coaching, Day 1 only. |
|
Collector |
People don’t much like
hearing from you. Coach them in addition to cajoling them to
catch up. Build rapport that makes their promising more reliable
while improving your results.
Credit Counselor, Days 1 & 2, or
Basic Coaching, Day 1 only. |
|
CEOs, Executives,
Managers, Supervisors |
If your employees will be, or
are, engaged in credit counseling or financial coaching, attend
and better understand what they should know, and how they should
be working. You can also translate these coaching techniques to
enhance your leadership and management skills.
Basic Coaching, Day 1 only, or,
if you supervise credit counselors, Days 1 & 2. |
|
Financial
professional |
Whether you are in real
estate, insurance, investments, accounting or law, your
prospects and clients are sometimes not in a financial position
to take advantage of what you have to offer. Now you can better
assist them in becoming ready to do what you know they need to
do, and build a loyal relationship in the process.
Choose any combination that
suites the needs of your typical client. |
Meet the workshop leader
Rev. 11-9-06
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