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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 course
in improved interpersonal communications for anyone in any job or
situation.
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Learning Points:
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Establishing
rapport
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Using leading
statements
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Listening
creatively
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Avoiding
coaching pitfalls
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Determining
client’s goals
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Introducing client
tasks
Working with clients in
financial stress. |
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Money
ManagementLearn 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.
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Learning Points:
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Concepts and
strategies to use for yourself and to pass on to clients
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Exploring the
positive results of creating a savings habit to building net
worth
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Identifying the
first savings goals
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Helping the
client make better "big ticket" decisions
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How intake
forms enhance the coaching process - take home the forms on
a CD-ROM
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Additional resources for
the coach and the client
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Advanced Financial Coaching
Learn and experience specific
examples of clients with particular attitudes about money. Leave
prepared to work with members through some of the tough issues and practice specific
strategies for dealing with them. |
Learning Points:
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Reframing
negative client attitudes
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Dealing
effectively with the client’s “you fix it” attitude
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Messaging to avoid the
“advice trap”
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Interview
practices for financial clients
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Tasking clients
for progress
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Dealing with
religious beliefs
Working with clients
to build wealth.
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