Hello Financial Coaches!
We are excited to roll out the Second Edition of our key coaching tool, The New Widow’s Guide to Financial Wellness, in March. This new and improved guidebook is now 255 pages of information and resources for you and our clients. You need to use the guidebook to its fullest extent to ensure an exceptional client experience. Therefore, to get the most out of this tool, we need you to understand the changes and how best to incorporate them during your coaching engagement. You will receive a copy of the new guidebook by mail the week of March 13th.
Please complete and submit the RSVP form below.
If you cannot attend either date, please indicate so and a make-up training session in early April will be scheduled. In that this training is important and obligatory, it needs to be completed before we can assign you any future clients. Thank you for your understanding.
Thank you and we look forward to seeing you in March!