Often, customers come to your first meeting in a state of crisis and panic. As you address customers’ presenting issues and help them gain control of their current financial situation, you should simultaneously work with customers to map a detailed plan that incorporates their vision for where they want to be in the future.
Goals are an essential component to financial security, as they guide and shape the coaching process and provide the direction needed for customers to make progress. For customers dealing with traumatic experiences or crises, goals are even more important because they provide the customer with an outlet to imagine and create possibilities.
In this community training, we explore the concept of goals as the foundation for financial security. We’ll provide you with tips, tools, and strategies for coaching customers through behavioral change in pursuit of their financial goals.