Richard CanfieldPodcast Host and IBC Advisor, Ascendant Financial · Authorized Infinite Banking Practitioner | Author of 4 Books

Coaching Clients the Right Way

12 Feb 2025 · 1 min

Watch on YouTube

0:35

A short YouTube guidance aimed at new financial advisors about introducing and delivering a specific coaching/concept to their marketplace. The speaker urges deep immersion in provided resources to develop true understanding, contrasts easy-to-learn selling or sensationalizing tactics with the harder skill of delivering the concept as "Nelson engineered" it, and emphasizes that authentic delivery requires time and experience.

Chapters

For all you new advisors out there who are just embracing this concept and you want to introduce it to your marketplace, we would encourage you to just take a real deep dive into everything that we've put out there and to fully immerse yourself into the resources that are available to help you develop the deepest understanding you can around the concept. Teaching you how to sell a product is not difficult to do. Teaching you how to sensationalize the message is really not very difficult to do at all. There's no shortage of that going on out there. But teaching you how to deliver this in a way that Nelson engineered it to be delivered, delivered, and he pioneered it. To be delivered in that takes time and experience.