Individual coaching sessions
Purpose
- To help financial advisers and related advice professionals to apply behavioural finance concepts to specific advice scenarios and projects that are relevant to them.
- In addition to advisers, participants might include people who are responsible for advice-related technologies & tools, or for template documents, or for adviser learning & development.
What you get
- A series of four 1-on-1 coaching sessions (to be held in person or digitally).
- Ways to apply behavioural finance principles to improve client and adviser engagement.
What you don't get
- Specialist legal/regulatory, technological or technical knowledge. The coaching sessions are based on insights about client- and adviser financial decision-making and behaviour.
Financial advisers
4 x 1-hour coaching sessions
Price: $5k + GST
Prior to each coaching session participants will be asked to provide a summary of their scenario or project.
Other advice professionals
4 x 1-hour coaching sessions
Price: $7k + GST
Prior to each coaching session participants will be asked to provide a summary of their scenario or project.