Become the Wealth ConfidantTM your clients need. Master skills in coaching and communication, and add capabilities that cement client relationships.
COACHING TOOLS
- Learn to apply a coaching mentality with your clients
- Gain tangible, operational skills, tools and processes
- Practice skills with peers in live sessions
- One-on-one coaching from industry experts
- Receive Continuing Education Credit
- Earn the Certified Wealth Confidant designation
CONFIDANT CONVERSATIONS
- Become a master communicator
- Learn to communicate with purpose
- Practice reframing conversations to be insightful, not just informative
- Mentally prepare for and practice 20 types of client conversations
PERSONAL DEVELOPMENT
- Embark on a journey of personal growth and exploration
- Become the best advisor you can be
- Learn how to bring your whole self to your job
- Connect who you are to what you do
- Become an indispensable resource for your clients
DESIGNED FOR PROFESSIONAL ADVISORS
- Four weeks, two sessions per week via Zoom
- Built for busy professionals
- Connect with a network of like-minded professionals
- Hands-on breakout groups and expert demonstrations
- Entertaining, interactive, thought-provoking, deeply human
Upon successful completion of the course, you will earn the Certified Wealth Confidant designation with a certificate and digital credential.
Course Details
- Two 90-min Zoom calls per week
- 1-2 hours of additional coaching, exercises, and reading per week
- Led by financial advisor and coach with 20+ years experience
- Class workbook with practical tools and assessments
- The Wealth Creator’s Playbook by John Christianson
- Earn Certified Wealth Confidant designation