We recently caught up with Barry O´Mahony, Founder, Veritas Wealth. Barry will be speaking at the upcoming FPI Convention on the topic ‘A coach in your business’. He will delve into the reasons why a Financial Planner needs a practice coach to assist and guide their practice by helping them clarify the vision of their practice and how it fits in with their personal goals. Financial Practice coaching is a process used to take a financial planning practice from where it is now to where the practice owner wants it to be.
“Becoming a CFP is a tough academic mark to get to, and when you get there, you feel like you have all the answers. When you start doing financial planning the humility is quickly put back into you by the client experiences you have and you quickly realise that you don’t have all the answers and, in fact, your client has much better answers than you do. So in a way we need to build up a skill base to ask better questions and keep quiet and listen for the real and great answers.”
Don’t forget to register for the FPI Convention taking place 25-26 October: