WELCOME: Module 1 Session B
In Session B's virtual learning program, we are reflective of how "being coach" requires us to put aside our personal interpretations and beliefs in order to be of service as a financial coach to our clients.
We observed our week and identified the quadrants we spent time in.
We saw how the Certified Financial Coach can use a 4Quadrant/Iceberg Analogy in helping clients to see the relevance of a 4 Quadrant Perspective to their lives.
We practiced in a lab setting your first experience in being the curious observer and we reviewed the next assignment instructions -- you will listen to a client FINANCIAL REALITY SESSION. Using this second virtual session, you have a second opportunity to practice the first critical coaching skill.
THE FOLLOWING IS INFORMATION WE COVERED IN THE WEBINAR
Feel free to watch the webinar and make copies of the materials for your review
If you did not see or if you wish to review the virtual training LINK to VIDEO of Thurday's recording | LINK M1B1V |
PDF Copy of webinar slides | LINK M1B2 |
Special copy of 4 QUADRANT/ICEBERG Progression A copy of our seven keys you can use with your clients | LINK J |
Materials we discussed in our Lab:
LAB PART ONE:
Practicing being the observer -- your live experience:
Our lab was your first practice using your observational skills and holding the space without being drawn into opinion or your own background story by the client. It was designed to demonstrate how difficult it is at times to stay the unbiased curious observer -- continually taking notes, observing changes of tone or energy and noticing what the client may be unaware of in their focus on convincine you of how right they are in their opinion. The instructor gave a historic perspective of the 2008-2009 economic situation with the intent of hooking you -- escalating her story and becoming increasingly opinionated and loud. In the practice she was committed to the story she was telling and yet, it was just a story.
LAB PART ONE FOLLOW UP ASSIGNMENT: Reflect on what happened during the session and answer the questions regarding how this struck you at the time and what may have been reinforced or newly learned from the experience. The web form for your answers is located at the bottom of the page. |
LAB PART TWO:
Practicing being the observer in a FINANCIAL REALITY SESSION
and finding a client's URSLA:
Our lab continues with your observation of an re-enactment of a client session. Observe your reaction to Maria Vargas as you listen to the session. Then read the notes of the Certified Financial Coach who worked with Maria
LAB PART TWO ASSIGNMENT : Now you will have the opportunity to practice your observation skills again. Meet Maria Vargas, practice your observation skills and then run Maria's URSLA by following the directions below |
| LINKM1B3 | 1. Please read the write up regarding how to run a FINANCIAL REALITY SESSION |
| LINKM1B4 | 2 DOWNLOAD and Print the URSLA COACH TEMPLATE to use as you view Maria's 20 minute Financial Reality Session |
| LINKM1B5V | 3. Play the 20 minute video recording of Maria’s FINANCIAL REALITY SESSION, observing and taking notes to record your observations of the meeting |
LINKM1B6 LINKM1B7 | 4. Open “Coach Notes” to see notes taken during and after the meeting by Maria’s Certified Financial Coach. At the end of this write up you will find a copy of the screens with Maria’s data filled in to the cells from the meeting. 5. Faculty Screen Shots -- showing Maria's data entered in each of the three screens is posted -- please use these to check how you input your screens |
NOTE: It is suggested you try to enter Maria's data into the WHEN-Score software yourself. Then once you do, click on the LINKM1B7 above to see how it matches the Faculty Screen shots.
Be sure to enter data and then go to the CALCULATE WHEN-Score data tab.
Once you Click on the
CALCULATE WHEN-SCORE button the WHEN-Score analysis will appear within 30 seconds.
UPON COMPLETION OF YOUR WHEN-Score run, the number on the top of the page in red (circled in this graphic to the left) is Maria's Unbiased Retirement Sustainability Longevity Age
URSLA
Calculate the URSLA number one more time -- this time sliding the NUMBER OF RUNS bar to 5000.
Enter that number also in the web for Assignment 2 below
ASSIGNMENT 1 and ASSIGNMENT 2
Please submit answers below:
Answer in either order -- however if you hit submit for one, please refresh your browser before answering the other question
ANSWER LAB ASSIGNMENT 1 HERE
ANSWER LAB ASSIGNMENT 2 HERE:
CLICK HERE TO RETURN TO SESSION A
CLICK HERE TO MOVE TO SESSION C
CLICK HERE FOR LINK TO DOWNLOAD PAGE FOR MODULE ONE MATERIALS