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Advisor Coaching I

Want to improve your long term care planning communication skills with corporate or private clients? Talk over your needs with Karen.

In a few hours, she can:

  • Refine your presentation or
  • Help you create a first draft
  • Help you develop answers to the most common client questions
  • Help you become a more effective presenter/speaker

All in half a day.

Time well spent.

 

Contact Karen; you’ll be glad you did!

 


Advisor Coaching II

Sharpen your sales and marketing skills! Karen is now available for personal, one-on-one coaching sessions. Each 2 - hour session will be customized to your individual needs which may include:

  • A better understanding of the long term care health system
  • A brush-up on long term care planning marketing strategies and tips
  • A better understanding of care-related costs and options
  • How to talk to clients about long term care planning
  • How to develop a long term care planning presentation
  • How to build a LTC library
You will be asked to complete a questionnaire before the session so Karen has a better understanding of what you wish to concentrate on. She is happy to arrange a time and place to meet convenient to you.

 

What Karen's coaching clients are saying:

Confidence is key when discussing LTC planning with your clients. Karen is so knowledgeable in her area of expertise, that spending two hours with her in a one-on-one coaching session gave me the confidence I was looking for when dealing with this important topic. She understood my personal needs as an advisor and quickly helped me to focus on areas that needed my attention, so I can best advise my clients.

Thanks again Karen.

Ellenore Sinden RHU

Please contact her for more information and availability.

 

 
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