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Coaches assist the process of educating your clients by analysing their financial behaviour, addressing trends, holding them accountable for their actions and eliciting lifestyle changes required from the client |
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Ensure that your Financial Planning advice gets followed through enhancing your credibility and success as a Financial Planner |
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Generate an additional income stream |
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The more money the client saves, the more funds they have to invest and grow their wealth |
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Once you or your staff become an accredited coach, website traffic will be able to access your details on the Lifestyle Planner website, providing another avenue to attract potential new customers |
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Adding Coaching services can help your clients realise their own financial limitations. Eliminating disappointment allows the client to maintain their dignity and motivation to continue towards their goals |
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Ongoing research will be available to help you attract new clientele and market appropriately to applicable generations |
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Set personal and realistic goals & objectives with your clients |
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Ability to refer clients to another Lifestyle Freedom Coach if personal capacity to coach has already been reached |
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Ability to identify clients lifestyle issues |
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Access to full coaching resources and operational manual to provide the coach with all the resources required to successfully coach clients, deliver exceptional service and add value to the existing business |
Note – Coaches do not offer financial advice, they provide a complementary service working alongside Financial Planners and Lifestyle Planner to address lifestyle changes |