Financial Foundation for the Professional Coach

Make financial coaching a part of your practice now while the market is young. As personal coaching becomes mainstream, millions of U.S. consumers will be looking for someone like you!

Earn more money.
Help your clients more by guiding them through the financial issues that derail personal and business success.
Expand your practice and your base of clients.

Contact Dan Clark to discuss how you can bring this training to your community or your coaching Chapter.

Call 850-559-7094 or email dan@danclark.com today.

Money Management is a complex area of U.S. life, and a steep learning curve for many.

Professional coaches I have talked to, who do not offer coaching in financial matters, do not for one of two reasons. Some coaches do not because they think it is a form of financial advising that requires licensing. Some do not because they do not feel confident in their own financial knowledge and abilities. Now you can now get over those obstacles.

Financial coaching and financial advising are very different. A financial advisor is licensed to advise a client on specific securities and investment strategies, and can perform investment transactions.

A Financial Coach does not advise but empowers clients to find the discipline within themselves to get out of living paycheck-to-paycheck and begin accumulating wealth and prosperity -- financial independence.

This seminar delivers the essential money management concepts you need to form your foundation. You may also benefit personally and as a business owner.

Learning Points:

Concepts and strategies to use for yourself and to pass on to clients
Exploring the positive results of creating a savings habit to building net worth
Identifying the first savings goals
Helping the client make better "big ticket" decisions
Sample intake forms enhance the coaching process

Additional resources for the coach and the client

Materials: Participants will receive a handout and use the 2007* version of Dr. Fred. E. Waddell's manual, Solution Focused Financial Coaching. The arrangement with the organization or the individual registration process will include a discounted price for paid-registrants. See the Table of Contents.

Buy the manual separately at regular price in the store.

* The 2005 version will do.

As part of your registration, take home a CD-ROM with the intake 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 build your business. Customize them to suit yourself. The deluxe package includes audio CDs of live presentations given using those PowerPoint programs.

Call 850-559-7094 to check on available dates. We would like to arrange for your workshop around our existing travel schedule to reduce your seminar costs.		Click here to SUBSCRIBE to the FREE Coaches eZine
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Rev 7-6-07