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Enjoy the 2020 and 2021 Financial Coaching Symposium

Topics covered

    1. Introduction

    2. Copyright information

    1. Printable Art Work

    2. Zoom Backgrounds

    1. Adam Kol

    2. Karianne Munstedt

    3. Shane Robson-Smith

    4. Ana Natkins

    1. Event Workbook

    2. Powerpoint Downloads

    3. Kickoff and Welcome with Kelsa Dickey

    4. Improving Productivity and Mental Energy with Your Kolbe Results with Michael Dickey

    5. Marketing Moment: Optimize Your Google My Business Page with Amy Royce

    6. The Mind-Body Coaching Connection with Adam Kol

    7. Marketing Moment: Do’s and Don’ts of Your About Page with Amy Royce

    8. Building Your Authentic Brand with Karianne Munstedt

    9. Workplace Financial Wellness Coaching with Shane Robson-Smith

    10. Marketing Moment: Website Image Best Practices with Amy Royce

    11. A Client Journey Case Study with Kelsa Dickey and Jill Emanuel

    12. Systemize Your Coaching Business with Ana Natkins

    13. Symposium Wrap Up: How to Bring Your Best Energy to Your Coaching Sessions with Jill Emanuel

    1. Event Workbook

    2. Powerpoint Downloads

    3. 2021 Financial Coaching Symposium Kickoff and Welcome with Kelsa Dickey

    4. Create Coaching Magic Using Your Conative Abilities with Michael Dickey

    5. Marketing Moment: Your Newsletter is Your Not So Secret Weapon: How to Make it Useful and Manageable

    6. Uncomfortable Client Conversations: How to Turn Them Into Your Biggest Opportunities with Adam Kol

    7. From Lead to Client: Mapping Your Prospect’s Journey with Jaclyn and Erica

    8. Ask A Coach: A Q&A About Navigating Client Scenarios with Kelsa and Jill

    9. How to Encourage Clients to Continue Working With You with Kelsa and Jill

    10. Marketing Moment: Honest to Goodness: Leaning into Honesty and Authenticity to Create Stop the Scroll Content

    11. You Should Be Speaking and Coaching in the Workplace! And Here is Why with Shane Robson-Smith

    12. Professional + Cell Phone Photos = the Ultimate Social Media Photo Strategy with Karianne Mundstedt

    13. 6 Tips to Take Better Cell Photo Photos with Karianne Munstedt

    14. Building Discipline in Your Business with Kelsa, Jill and Jaclyn

    15. Creating Your 90-day Goals and Post-Event Action Plan

    16. Walk through of the new and improved Financial Coach Academy

    17. Event Wrap Up and Celebration

About this course

  • $149.00
  • 38 lessons
  • 11 hours of video content

Register for next year's event

The Financial Coaching Symposium is a two-day, business intensive for financial coaches designed to up your game and take your business to the next level.

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