Ever wondered why your clients and prospective clients have failed to take action on your advice despite the fact you’ve shown them exactly how to accomplish their financial goals?

This episode is all about developing the skills and techniques to deliver advice that clients actually follow through on.

Financial coaching “works to narrow the gap between what people know and what they do; it illuminates through thoughtful questioning what gets in the way of meeting life goals.”

Saundra Davis has developed a program where she teaches advisors from around the world the key skills and techniques of financial coaching to improve communication, connection, and follow-through.

We discuss:

How financial coaching differs from and complements financial planning
The financial coaching skills that enhance the discovery process with clients
Handling the conversation with a client who isn’t following through on the plan
The most effective ways to identify the barriers preventing action
A better way to ask questions

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41: How Financial Coaching Skills Enhance Communication, Connection, and Follow-Through with Saundra Davis