Board of Directors Training by Dan Clark Associates LLC

Financial Coaching: A New Service for Members?

Do you have members living paycheck to paycheck?

How about staff?

Living paycheck-to-paycheck means: 1. not in financial trouble -- there is sufficient discretionary income to keep current 2. unable to accumulate sufficient funds to engage a financial planner.

Most people in the paycheck-to-paycheck rut are there due to their own beliefs about money, and how they spend it. In spite of all the books about personal finance (almost 14,000), many people can't seem to make the first step, and more can't keep it going. Learn why people find it difficult to get themselves out of this rut, and what skills your credit union staff can use to help them.

Learn what financial coaching is and how it differs from credit counseling and from money management.
Hear a mini-coaching session and understand how it can bring your credit union credibility and revenue
Add these to member service, loan officer, and collectors' skill-sets.

This brief session will transfer key skills and an overview of all that financial coaching can be. (Visit Dan's financial coach training site to get a more complete picture of the work of a financial coach.) This session will not only transfer useful skills, it will also help you decide if financial coaching services may be a profit center for your credit union.

Scheduled for 60-90 minutes depending on questions.

Dan Clark has conducted financial literacy seminars as a credit union CEO, and now as a Financial Coach. Dan soaked up the wisdom of dozens of experts, and read their books, while hosting a weekly personal finance talk show. He hosted the credit union sponsored show for six years. A training session with Dr. Fred Waddell, convinced Dan that there is a way to help people in the underserved middle ground between credit counseling and money management -- financial coaching.

He has begun training credit union staff members across the country the coaching skills they need to help members in this unique and important way.

Attend the Webinar, Wed, Apr 9, 2008, 6:00 pm EST *The first 100 registrants also receive audio recording* We deliver this session on the Web and with toll-free telephone access.	Buy now $169.00 US
Buy the Audio CD, shipped 3 days after session Unedited recording of the broadcast without visuals.	Buy now $59.00 US
Attend the Webinar, Wed, Apr 23, 2008, 1:00 pm EST *The first 100 registrants also receive audio recording* We deliver this session on the Web and with toll-free telephone access.	Buy now $169.00 US
Attend the Webinar, Tue, May 13, 2008, 6:00 pm EST *The first 100 registrants also receive audio recording* We deliver this session on the Web and with toll-free telephone access.	Buy now $169.00 US