WELCOME:
Foundations and Co-Creating the Coach/Client 
Relationship
To download a PDF copy of the webinar slides,
click here.
1. Review
2. Homework
1. Review:
In Module One's Session One virtual training session, we introduced an integrated 4 Quadrant Perspective of money.
We discussed the Global Perspective including Cultural and System views.
We then discussed the Individual Perspective and the role of an individual's resilient nature in stressful situations. We discussed how knowing this may shed light on our ability to coach individuals-- allowing them to start taking actions to move forward to make a difference in their financial situation. Your copy of the study Joan King provided can be obtained by 
clicking here. This will direct you to a page with the study. It will also provide you with information on authors and books discussed in this module. This includes direct links to Amazon.com**
We discussed how we, as individuals, tend to see our actions in one quadrant as separate from the other quadrants. In doing so we observe how we may not see an opportunity that is right next to us. We discussed the Gorilla Exercise and how it is a great metaphor to understand the role of a coach as someone who coaches clients to see opportunity and blind spots they may not even be aware of.
In the coaching arena, we see how looking at the 4 quadrant perspective may be instrumental in helping individuals move beyond their "Rear View Perspective" -- concentrating on looking and living in the past.(We 
ask the question, is a "Rear View Perspective" a major contributor to living a non-resilient life and does it promote a stressful "way of being" in the world around money). | NOTE: In Module 3 you see a presentation by International Economist Bernard Lietaer (co-designer of the EURO) who will enlighten you further on the Cultural and Social Quadrants. Bernard serves as Adjunct Faculty for our Certified FInancial Coach Program. |
We, as coaches, help create awareness. We help people feel a sense of comfort about "living in the question", realizing that there is a space that may be helpful to observe between taking action (action for the sake of action) and doing nothing. We discussed the power of sometimes just "living with the question" and giving more space.
Next week we will move another step forward in helping you become the uniquely trained professional who can move effortlessly inside and around the 4 quadrants while gaining the coaching competancies necessary to become a Certified Financial Coach.
2. Homework (2 parts) THIS WEEK PLEASE: PART ONE - DOWNLOAD and SET UP YOUR SOFTWARE YOU WILL SOON RECEIVE AN EMAIL WITH YOUR SOFTWARE LICENSE CODE: |
| Prior to entering this code, you will need to download the WHEN-Score software. To do this, click HERE to be directed to the download page. Need download instructions? Click here |
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PART TWO - WATCH VIDEO AND ANSWER HOMEWORK QUESTIONS The video and exercise below allows you to examine your judgments or opinions and how these may affect your ability to "hold space" for your client's thoughts, ideas and opinions. Materials on this page give you a chance to dig deeper into the discussion from the webinar regarding being the observer of your own thoughts and opinions. Answer the questions and hit submit. |
View the 15 minute video (divided up into three segments and viewable through the links) and answer the questions to the right below. There are no right or wrong answers; this is an exercise in observation.
Your name
1. Coming from the point of an individual WITH AN OPINION OF YOUR OWN, what emotions, feelings, sentiments, etc does this raise in you?
2. Look at the four quadrants. Coming from a global perspective, what are you observing?
3. Coming from a personal perspective, what are you observing - especially in terms of the study we discussed in our session?
4. If you are in the role of a coach, what might you say if a client came to you angry about what they saw in this video?
5. How would your reaction add or detract from your ability to coach this client?
Once you hit submit, you are ready for our next Session. If you had problems with the links to the video, you can try the following to view the video ....
LINKS: (in true form if you need to cut and paste into your browser)
PART 1
PART 2
PART 3
**Link to the materials discussed in this session: If you wish to review or purchase various books mentioned click during the webinar:
Shop at Amazon.com!***
Certified Financial Coach Services, Inc. receives 4% for books or materials purchased through this link. You pay the same cost by ordering directly from Amazon. Certified Financial Services receives a referral fee if you purchase through the link.
***Please note, you are NOT required or being asked to purchase any of the books discussed in this module. The books discussed are used as reference and can also be obtained through your local library.