A Coach’s Perspective – How to Help Clients Get Their “Why”

The pandemic has prompted many people to ask themselves, “what is most important to me?” Financial professionals are in a unique position to help their clients get clear on this question by employing some basic coaching strategies.

By helping clients with their self-discovery, you can ensure their resiliency, create a richer framework for your financial discussions, and fortify trust.

Most successful financial professionals know that it is the qualitative work they do with clients that often matters most in their relationship- how to solve family problems, manage health concerns, and navigate the loss of a loved one. These coaching techniques are easy to teach and pay rich dividends to those who apply them.

This session will cover:

• Helping clients identify their values
• Helping clients identify what holds them back 
• Helping clients identify their life purpose

Suzanne’s career in the financial industry spans 29 years. She is a Certified Investment Management Analyst (CIMA). Her areas of responsibility over the decades have included institutional sales, sales management, and personal advisory.

She has conducted hundreds of seminars and, without fail, people always share two things with her- how great it was to hear a knowledgeable woman present on investments and the markets and how practically everyone felt they missed out on this aspect of their education. To fill this gap, Suzanne began seeking out ways to become a financial literacy volunteer.

She currently serves on the board of Junior Achievement of Northern New England and as a member of CFA Society Boston’s financial literacy committee.