BFA COACHING
Five facilitated sessions by a think2perform coach, Elena Beckius to accelerate the adoption and implementation of Behavioral Financial Advice competencies. Each session will be up to 90 minutes in length and recorded.
These sessions are focused on supporting BFA’s on accelerating the implementation of key BFA concepts into their practice. Expect to walk away with your refined introduction language, how to position values with new and existing client and leveraging the alignment model and 4Rs for effective client decision-making.
The dates for this program are as follows, each session will run from 1:00-2:30 CST.
- Introduction to Coaching – April 17th, 2024
- Setting the Stage – May 1st, 2024
- Using the Alignment Model – May 15th, 2024
- Implementing a Menu of Service – May 29th, 2024
- Permission to Lead – June 12th, 2024
Testimonial:
The BFA Coaching Series pulled everything together for us. I can’t imagine going through the effort of completing the BFA certification without the additional training. By completing the BFA Coaching Series we created a common language that we use internally and when communicating our values to our clients.
– Steve Rice, BlueStem Wealth Partners, CFO & Private Wealth Advisor
