Sam Sloma - Sometimes clients just need to be told

The Financial Life Coach Podcast - Un pódcast de The Financial Planning Training Academy

Categorías:

Why sports people in their teens and 20s and young entrepreneurs need Financial Life Coaching Why a traditional IFA service and an AUM changing method simply wouldn’t work Why, ‘how did that make you feel’ is the most important question that he asks How his experience of personal tragedy impacts his client relationships How he coaches clients to stay on track Why a 1 page plan is all that is required * Why fees should be transparent and on your website Why graduates need to work on their coaching skills as much as their technical skills * you can download the 1 page plan template from here

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