Page 7 - BTBA Brochure
P. 7
RIGOROUS EMPATHY
How to inspire and coach funded contentment
Our journey now pivots—and gets harder. Having been guided through a thistle of many big ideas and mental models, you now become the guide. Through the proprietary f ramework of “rigorous empathy,” you will engage with detailed coaching models to elevate colleagues and clients.
IN THIS MODULE WE’LL COVER:
๏ In-depth exercises in self-awareness, including writing your own “money story”
๏ Where your “expensive beliefs” come from and how they impact your life
๏ Critical analyses of “know your client” programs, including risk profiling
๏ Innovative practice management techniques for behavioral client segmentation, portfolio management, and marketing strategies
๏ Coaching methods, including active listening and directed empathy
