09.27.2022 - Wealth and Wellness
Wealth & Wellness
Presented by Jean Fidone-Schroer, CIMA®, Edwards Wealth Managment
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.
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.