You're A Financial Planner; Now What?

Saundra Davis believes that financial coaching skills and financial planning go hand in hand. As a financial planner, you may be completely confident in the guidance you give to clients – but feel frustrated and lost time and again when they fail to follow your advice. This, according to Saundra, is where coaching comes in. Coaching clients through financial decisions can inspire them to take action and pursue the financial life they desire. Evaluating how clients make decisions, and what could potentially stand in their way from making financial choices that serve them, can help financial planners to have a larger impact on the lives of their clients – and extend their impact for generations to come. This conversation with Saundra will absolutely move you. As financial planners, we often focus on how we want to serve younger generations that often don’t fit the mold of “ideal client” for larger, established firms. Saundra’s take on financial coaching will inspire you to serve your existing clien