Pricing options

Enjoy the 2019 Financial Coaching Symposium

Topics covered

  • 1

    WELCOME

    • Introduction

    • Copyright information

    • 2019 Financial Coaching Symposium Workbook

    • 2019 Financial Coaching Symposium Handbook download

    • Financial Coaching Symposium Highlight Video

  • 2

    Client Exercise Creation Workshop

    • Welcome and Client Exercise Creation Workshop

    • Client Exercise Creation Slides (PDF)

    • Client exercise creation Slides handout with notes

    • Client exercise flipchart images

  • 3

    LinkedIn Marketing Strategies (The ROI Method) with Yakov Smart

    • LinkedIn Marketing Strategies Video Recording

    • LinkedIn Marketing Slides (PDF)

    • LinkedIn Marketing Slides handout with Notes

  • 4

    Value Based Pricing with Vanessa Shaw

    • Value Based Pricing Video Recording

  • 5

    Coaching Couples Panel of Experts

    • Coaching Couples Panel of Experts Video Recording

  • 6

    Sales Lab

    • Sales Lab Video

    • Sales Lab Slides (PDF)

    • Sales Lab Slides handout with Notes

    • Sales Lab Flipchart Images

  • 7

    Marketing Strategies for Networking Groups

    • Marketing strategies for networking groups video recording

    • Marketing strategies for networking groups Slides (PDF)

    • Marketing strategies for networking groups Slides handout with Notes

  • 8

    Open Q & A

    • Open Q & A video recording

  • 9

    Programming Milestones and Client Journey Process

    • Programming Milestones and Client Journey Process Video Recording

    • Programming Milestones and Client Journey Process Slides (PDF)

    • Programming Milestones and Client Journey Process Slides handout with notes

    • Coach action, client impact client journey tracker (11 x 17 inches)

    • Client journey flipchart images

  • 10

    Referral Partner Attraction Workshop

    • Referral Partner Attraction Workshop

    • Referral Partner Attraction Workshop Slides (PDF)

    • Referral Partner Attraction Workshop Slides handout with notes

    • Referral partner attraction flipchart images

  • 11

    Tackling Bad Days and Closing

    • Tackling Bad Days and Closing video recording

    • Tackling Bad Days and Closing Slides (PDF)

    • Tackling Bad Days and Closing Handout with Notes

    • My future roadmap 2019 planning calendar (11 x 17 inches)

    • My future roadmap 2019 planning calendar (24 x 36 inches)

    • My future roadmap 2019 planning calendar (24x36 inches) download

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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