This training prepares individuals to create a multi-week relationship with a coaching client.

The relationship will go beyond the occassional meeting between employee and member; it will result in the member/client unlearning the habits that are not working for them and creating new habits and attitudes that will put them on a path to financial stability and growth they never thought possible. It will be your organization that made that possible, by training a select few of your staff to become members Financial Coaches.

Day 1 – Introduction to Coaching

Learn the basic concepts and techniques of coaching and get started helping members in a better way than you thought possible. Here you will learn how coaches communicate with client/members to build rapport and gain trust. Build and sustain the long-standing relationship needed to help your credit union be unique and remain successful.

Taken by itself, this is a great one-day course to improve interpersonal communications for anyone in any job or situation.

You will learn:

• Establishing rapport
• Using leading statements
• Listening creatively
• Avoiding coaching pitfalls
• Determining client’s goals
• Introducing client tasks

Day 2 – Financial Management

Learn essential money management concepts that form the foundation for helping members deal with their unique financial situations.

The instructor presents three “consumer-oriented” workshops to not only deliver the material a coach needs, but also to show how to present them to members and the public. Participants will also work with a set of intake forms to use when working with a clients. As part of your registration, take home a CD-ROM with the forms and formulas for your use and customization.

Take advantage of an exclusive discount available only at the workshops. Take home a CD with the three seminar PowerPoint programs on them. They come complete with speaker notes so you can go right out and make those presentations to help your members. Customize them to suit yourself. The deluxe package includes audio CDs of live presentations given using those PowerPoint programs.

Your will learn:

• Concepts and strategies to use for yourself and to pass on to clients
• The positive results of creating a savings habit to building net worth
• The first and most critical savings goal
• How to help the client make better “big ticket” decisions
• The value of and how to have the client establish a budeget
• How intake forms enhance the coaching process – take home the forms on a CD-ROM
• Where to find additional resources for the coach and the client

Day 3 – Advanced Financial Coaching

Learn and experience specific examples of clients with particular attitudes about money. Practice asking leading questions that get the client talking and thinking deeply. Leave prepared to work with members through some of the tough issues and practice specific strategies for dealing with them. Become a “profit center” for your organization.

You will learn:

• Reframing negative client attitudes
• Dealing effectively with the client’s “you fix it” attitude
• Messaging to avoid the “advice trap”
• Interview practices for financial clients
• Tasking clients for progress
• Dealing with religious beliefs

Call 850-559-7094 to coordinate available dates.

Which employees make the best coach candidates?

• Employees with caring attitudes but can also avoid being sympathertic
• Employees who are naturally curious
• Employees with positive expectations that people do change

Your Investment

A special three-day fee of $7,900 applies, plus travel. Read our “Red-Eye Travel Policies.” Train as few as 6 to as many as 30 for one fee plus a copy of the latest “Solution Focused Financial Coaching Manual” by Fred E. Waddell, Ph D, at $29.00 (half-price) for each student, plus shipping. Handout materials (1″ 3-ring notebook size) duplicated by client for each student from PDF file supplied.

Call 850-559-7094 NOW to coordinate available dates or learn more in a no-committment focus phone call.

Ask how you can “sponsor” a semi-private training and reduce your investment.