NextGen Planners

NGP #5 – Jan Bowen-Nielsen on using coaching to win the Trust of Clients


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Things I discuss with Jan: His experience of financial advice and advisers What is business coaching and how can it help with financial planning Are there easy ways to start with the principles he teaches Is coaching the same as learning selling techniques How Jan works with successful advisers/planners Show [...]
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NextGen PlannersBy NextGen Planners

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