Recording: Embedding a Financial Coaching Model

During this one-hour training, The Financial Clinic’s team reviews the fundamentals of financial coaching, discuss strategies for incorporating coaching in your day to day work, and highlight how coaching can impact your program outcomes. They also explore several program models that deliver coaching in various capacities. You will leave this training with best practices and tools, coaching tips and tricks, and conversation starters so you can begin to coach (or strengthen your existing practice).

Presenters:
• Erica Davis, Partnership Associate, The Financial Clinic
• Megan Kursik, Assistant Director of Partnership Management, The Financial Clinic

Download the presentation slides and training notes. You can also access The Financial Clinic’s Toolbox on Change Machine.

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