Core Event – July 2020

ONLINE

Financial Transitions Planning Training for Financial Advisors

Skillfully work with clients during major life events.

Divorce | Death | Inheritance | Crisis

Beginning October 8th | 1pm

Get the People Part of Financial Advising Right

Traditional financial education prepared you to manage money through market ups and downs. No one taught you how to manage client emotions related to transitions like marriage, divorce, loss of a spouse, loss of a business, and loss of a child.

Get the skills and confidence you need to handle any client anticipating or experiencing a major life transition. From helping clients navigate decisions around their finances, to helping them feel that they are going to be okay emotionally, to navigating the stages of transition, our experiential program has you covered.

Get the People Part of Financial Advising Right

Traditional financial education prepared you to manage money through market ups and downs. No one taught you how to manage client emotions related to transitions like marriage, divorce, loss of a spouse, loss of a business, and loss of a child. Get the skills and confidence you need to handle any client anticipating or experiencing a major life transition. From helping clients navigate decisions around their finances, to helping them feel that they are going to be okay emotionally, to navigating the stages of transition, our experiential program has you covered.

Get Access

  • On-demand access to sessions from FTI faculty, experts in the business for more than 20 years

  • Small group experiential sessions to understand case study scenarios from the perspective of financial pros, just like you

  • Role play scenarios with live coaching feedback from the FTI team

  • Implement tools with your clients immediately and get spot-coaching and problem solving from the experts

Get Connected

  • Community of like-minded and high-performing financial advising professionals

  • Invitations to member-only events

  • Cobranded marketing materials

  • A unique perspective on transitions informed by psychology, sociology, neuroscience and adaptive leadership

Financial Decisions are too Important to be Derailed by Life Events

Get the skills you need to lead your clients through anything life brings their way.

You Need More Than Financial Skills to Take Care of Your Clients

You got into this because you wanted to help people. Learn how that’s much more than just being smart with their money.

What does my year-long core training cover?

  • Learning the Science

    We’ll delve deep into the science behind transitions, mindsets, the effects stress has on decision-making abilities, adapting to change, purpose and using a client’s preferred communication method.

  • Finding Perspective

    You’ll learn how to help your clients process life transitions and all the associated changes in relationships, expectations, and priorities. You’ll dig deep into the predictable patterns of behaviors and consequences to help clients discover the best tools to handle what drives their financial decisions.

  • Creating Order

    Order is calming and increases the ability to comprehend, see options, and understand consequences. You’ll learn how to help clients deal with the most important obstacles in their way so they can move from a narrow focus to a place where they can confidently make the best decisions with their finances.

  • Managing Expectations

    We’ll delve deep into the science behind transitions, mindsets, the effects stress has on decision-making abilities, adapting to change, purpose and using a client’s preferred communication method.

  • Providing Relief

    Provide relief for short-term cash flow issues and help clients make longer-term decisions by connecting them to moments when they felt safe, happy, and in control.

  • Presenting Your Case

    You’ll demonstrate your training-in-action integrating all the tools you’ve received over the course of the program.

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We have options to equip you to move your clients forward into tomorrow.

Transition Planning Core Training

OCTOBER 8th

Join the community of Financial Advisors who put working with people first. In one year, you’ll be able to help your clients confidently handle anything that comes their way.

$5,100

Mindfulness for Financial Planners

AUG 18TH

Mary Martin customizes practices specifically for financial planners. Learn how to listen to your body, communicate your boundaries, be with discomfort, and rewrite your own story to become the financial planner you want to be.

$199

The 3 Questions

FREE TOOL

Get the first 3 questions every Financial Advisor should ask clients who are experiencing major life changes. This is the first place to start to know you’re getting the human side of financial planning right.

FREE

For CORE training, you can pay $425/month or $4,845 if paid at one time. There are discounts for teams and there is corporate pricing, as well. Contact info@financialtransitionist.com for details.

See How FTI is Changing the Way Advisors Help Their Clients Grow

Core Curriculum Schedule

There are 6 modules of two months each. During each module you will be expected to:

Read the relevant section of the course book (from 25-80 pages).  |  Watch on-demand training videos (a total of 90 minutes, average, per module) at your convenience.  |  Complete a short quiz (5-10 questions).  |  Use the material with clients.  |  Report back to your group during a live, 90-minute call. These are the only calls you need to attend, live, with your group. There are 6 of them.  |  We strongly recommend you participate in Study Group calls during the first month of each module (there are 6 of them). We have found that professionals who attend those calls have a much better grasp of the information and are quicker to develop fluency with the tools.

All of this is outlined for you in our Learning Management System, which is a virtual classroom. Here‘s a sample homepage, and here‘s what it looks like inside a Module.

The Foundation, Purpose Method Outcome, Communication Preferences

This module is perhaps the most academic as it presents the scholarship underpinning our work. From Bill Bridges’ seminal work on transitions to Stanford’s Carol Dweck’s research on mindset, to Stanford’s Kelly McGonigal and Berkeley’s Jane McGonigal’s popular reviews of the literature and original research on stress and mindset, to Harvard’s Marty Linsky and Ronald Heifetz’s research in adapting to change, this module is packed with the science behind the skillset, protocols and tools of the Financial Transitionist®. Purpose Method Outcome (PMO) is the structure for using the tools, where the tool or protocol is the Method. PMO is about getting to the client’s why for the work they’re doing. Communication Preferences is the first tool introduced. It is designed to allow clients to quickly identify their primary communication preferences for meeting with advisors, receiving information, and making decisions.

The Transition Traits

Transitions often go very well, as we discuss with our Traits of Transition Flow. On the other hand, sometimes clients have difficulty processing their life event and the myriad associated changes in relationships, expectations, and priorities. We call those difficulties Traits of Transition Struggle, and they have relatively predictable patterns of behavior and consequences. This module digs deep into the traits, including how to identify them and their relationship to the science of responsivity and reactivity, and it introduces the tools that most skillfully addresses them. Usage of the traits clearly demonstrates that the client is the driver of the work with the Financial Transitionist®. The traits will be revisited in each subsequent module.

Financial Triage/The Decision Free Zone® & One-Pagers

The Decision Free Zone (DFZ) was created to increase executive functioning when the client is faced with important decisions and commitments. Order is calming and it increases the ability to comprehend, see options, and understand consequences. Some clients, however, are not in the best position to successfully work with the structure of the DFZ because they have a gnawing concern–a narrow focus–that needs to be addressed first. This is what Financial Triage is for, and precedes the DFZ for those clients who need it. One-Page Overviews are presentation tools that make use of the science of data visualization, which informs us that appropriately crafted visuals dramatically improve absorption, retention and recall. One-Pagers create alignment between advisor and client as well as alignment within the client themselves, and the how, when and why of using them is discussed.

Managing Expectations, What if…

Managing Expectations is vital to the work of transitions in that it is often expectations (spoken and not) that create confusion and conflict both within the client and in their relationships. What if . . . is a way to explore the spectrum of options that opens up when life circumstances shift. The Written Case, which is the final Client Experience project, is introduced.

“Am I Okay?”, “What has Changed?”, Touchstone, and The Written Case continued

When a client is struggling, these two tools can be used, separately or together, depending on the circumstance, to provide them with some relief about their short-term cash flow as well as other parts of their life that are of concern to them. Touchstone helps clients make important decisions–particularly when they are choosing among several options–by helping them identify times when they felt complete and in flow or most happy. The goal is to recall that feeling and use it as a guide. The Written Cases is further discussed, with samples of expectations.

The Written Case

The Written Case is the time for the advisor to demonstrate their training-in-action. It represents the culmination and integration of the tools and shows the faculty that the advisor not only knows the content of the course but that their practice is an embodied one. The candidates must write as well as verbally present their cases and defend their positions and their work. *For professionals who do not hold one of the primary designations required for certification or who do but choose not to sit for certification, the annual fee for membership in the community and licensing of the materials is $800.

Don't Wait Another Quarter to Get the Tools You Need Now

2020/10/08 13:00:00

"Just a step at a time, meeting each thing that comes up, seeing it is not as dreadful as it appeared, discovering we have the strength to stare it down." - Eleanor Roosevelt

Get the Tools to Manage the People so it's Easier to Manage Their Money Well

Life's transitions won't wait. Now you don't have to either.

Register for the Training

Learn and Practice the Skills You Need

Empower Your Clients to Succeed

You Can be the Financial Advisor Everyone Trusts During Critical, Life-changing Events