Coaching Corner: Recommending Fintech Products

This event’s primary focus will be coaching scenarios involving clients needing fintech products to get closer to their financial goals. It’s common for clients and financial coaches to be unsure of recommending and using fintech products, which can present both a challenge and an opportunity.

During the event, we will explore strategies and techniques to recommend fintech products to clients. We aim to equip you with the tools and insights to navigate these situations effectively and help your clients find their best action. This is a fantastic opportunity to learn, share experiences, and network with other professionals in the coaching field. We look forward to seeing you at the Coaching Corner event!