Sam Sloma - Sometimes clients just need to be told


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Nov 03 2017 57 mins   1
  • Why sports people in their teens and 20s and young entrepreneurs need Financial Life Coaching
  • Why a traditional IFA service and an AUM changing method simply wouldn’t work
  • Why, ‘how did that make you feel’ is the most important question that he asks
  • How his experience of personal tragedy impacts his client relationships
  • How he coaches clients to stay on track
  • Why a 1 page plan is all that is required *
  • Why fees should be transparent and on your website
  • Why graduates need to work on their coaching skills as much as their technical skills

* you can download the 1 page plan template from here