Financial advice is rarely just about numbers — it’s about people, perspectives, and the patterns that drive decision-making. Advisors who integrate coaching skills into their practice are better equipped to address the behavioral finance issues that often derail clients’ actions. This session introduces practical communication and mindset tools that help advisors foster trust, surface hidden concerns, and guide clients toward more grounded, values-based decisions.
Learning Objectives:
After this session participants will come away with:
- Techniques to listen deeply and ask powerful questions that uncover client motivations and fears.
- Approaches to recognize and constructively respond to common behavioral biases in client decision-making.
- Coaching methods to support emotional regulation and reduce reactive financial choices.
Meet Liv Olson, PCC
For almost 20 years Liv Olson led Human Resources and People Operations for mission-driven financial services organizations. During this period, her organization was named among Washington’s best workplaces for nine consecutive years.
Today, she works with individuals and teams to unlock and leverage core elemental skills and insights that, until now, have remained hidden. Using intentional yet flexible structures she draws out the issues that will truly make the most significant difference.
The Result: Unhelpful old patterns give way to an improved, empowered, fresh & effective new reality.