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09.27.2022 - Wealth and Wellness

Attendees Rating:

Excellent (80%)
Average (20%)
Below Average (0%)

Comments
A few comments from listeners:
It was helpful to learn more about the effectiveness of more open ended questioning and a feeling focus. More content like this is definitely needed. Building relationships is the business!
- Charlotte M.

As always, you hit the ball out of the park.
- Charles B.

(I learned) To frame the recommendations - only give 3 and not overwhelm clients with decisions. Thank you for the reminders on mirroring and repeating what they say.
- Heather C.
Wealth & Wellness
Presented by Jean Fidone-Schroer, CIMA®, Edwards Wealth Managment
Jean

This webinar featured Jean Fidone-Shroer with a behavior finance overview, definition of coaching vs expert relationship, appreciative inquiry and motivational interviewing practice, pairing energy level with clients, review SMART goals, non-violent communication examples.

Attendees Comments:

A few comments from listeners:
It was helpful to learn more about the effectiveness of more open ended questioning and a feeling focus. More content like this is definitely needed. Building relationships is the business!
- Charlotte M.

As always, you hit the ball out of the park.
- Charles B.

(I learned) To frame the recommendations - only give 3 and not overwhelm clients with decisions. Thank you for the reminders on mirroring and repeating what they say.
- Heather C.