Being a good financial coach means you’re constantly learning and growing with your clients. You have the tools in your toolbox to offer clients what they need, when they need it.

This week is part two of our series on proven coaching techniques that can help you guide meaningful client conversations and grow your business.

We cover a range of coaching models, including OSKAR and OSCAR, which are solution-focused approaches; ACHIEVE, a 7-step process for creative problem-solving; and FUEL, designed for clients who want more control in the coaching process.

Plus, we discuss the Conscious Competence Model, Zone of Exploration Coaching Tool, Obstacle Analysis Grid, and SBI Feedback Model – all essential tools for understanding your clients' journeys and helping them navigate obstacles.

We even touch on the controversial topic of Neuro-Linguistic Programming (NLP) and share some important cautionary notes.

Whether you're a seasoned financial coach or just starting out, this video will provide you with a wealth of knowledge and practical tips to enhance your coaching skills.

Remember, mastering these techniques takes time and practice. Use our cheat sheet to guide your learning journey and have fun exploring how these models can transform your client conversations!

And be sure to download our FREE Coaching Cheat Sheet to follow along and explore these methods in-depth.

Links & Resources:

• Ultimate Growth Guide
• Join the Facebook group
• Episode 27
• Coaching models cheat sheet
• Episode 22
• Episode 23
• The Tao of Coaching
• Episode 69