How a coaching strategy impacts an advisor's business

Oct 01, 2018, 12:08 PM

A coaching strategy will be a boom not only for your business but for your clients’ overall financial health, too. Listen to our experts talk about why a strategic coaching approach is important and how advisors can develop more meaningful relationships with their clients through coaching. Speaking to us in this episode are J. Michael Collins, financial capability expert and faculty director of the Center for Financial Security at the University of Wisconsin-Madison, and Matt Oecshli, advisor champion and CEO of The Oechsli Institute.