WEST COAST / Session 103

Course Outline [Overview]

• Attending three, two-day modules
• 25 One hour interactive webinars
• 25 One hour peer coaching sessions as a coach
• 25 One hour peer coaching sessions being coached
• 120 hours of required reading and self -study
• 1 hour oral exam

Module I

• What is coaching?
• What is your value?

• Coaching skills, ethics, beliefs and blocks
• The power of questions
• Transforming a financial planning client into a coaching client
• The first coaching meeting (three questions)
• Four categories/ relationships that we coach around (money, time, other people and ourselves)
• Categorizing your clients
• Goals (Setting up goals and SMART Goals)
• Accountability
• Core coaching competencies
• Asking powerful questions
• Developing g the skill of listening
• Being the expert generalist
• Coaching skills: your tool kit
• Four types of three- year goals (Career, Family, Financial, Self/Health/Spiritual)
• Client values: rewiring the brain
• Fantasy of will power
• Coaching business models
• How our brain works (Perception)
• Culture and Community
• Client goal setting: determine the real goal
• Client organization (Home workbook, Health workbook, Finance workbook)
• Defining the coaching relationship with the client
• Managing expectations; What we coach around
• Words and techniques to move your clients
• Introduction to the coaching wheel
• Introducing the gap
• Ethics

Module II

• Leadership Coaching
• Coaching small business
• Corporate/ Team coaching
• MSU (Making Stuff Up)
• NATO (Not attached to outcomes)
• Defining the way we and our clients think
• Defining our types of gremlins/ inner critic
• Creating connections
• TTBTT (The thing behind the thing)
• Defining life purpose in five easy questions
• Exploring the GAP

Module III

• How to run a coaching business
• Partnering with Sound Coaching Academy
• How to market your coaching business
• Cross selling
• Coaching seminar for you to use to get new clients
• Engagement skills: being the expert generalist
• Time management
• Decision box
• Client budgeting
• Business coaching (Business workbook and Rental workbook)
• Review of required competencies for certification
• Submitting all student logs and review
• Final exam