Practical Coaching Skills

Meet our Speakers

We've gathered some of the top experts in the field to discuss this topic. With years of experience between them, they're well-equipped to offer invaluable insights and perspectives.

Jan Bowen Neilson

Quiver Management

Susan Bradley CFP®, CeFT®

Sudden Money & Financial Transitionists® Institute

Chris Budd

Initiative for Financial Wellbeing

John Dashfield

Client Centred Advisers

Russ Haworth

The Family Business Partnership

Dr. Brad Klontz Psy.D., CFP®

Your Mental Wealth Advisors

Richard Mullender

Former Scotland Yard Hostage Negotiator, The Listening Institute

Kim Potgieter CFP®

Chartered Wealth Solutions, South Africa

Michiel Van Vugt

NNEK - The Netherlands

Talks

Advisor Success - Braver Conversations

The What, The How and the Why of Financial Wellbeing

Listen. Like Your Life Depends On It

Creating a transformational client experience

Financial Psychology for Financial Planners

The Financial Transition Planning Model

Life Centered Financial Planning for Family Businesses

How to Be More Human - Practical Coaching Skills For Financial Advisors

What can we learn as advisors from a hostage, a world champion, a terror attack survivor and a refugee ship skipper?

Register