Syndicated financial columnist and talk show host Steve Savant interviews Dr. Barb Provost, adjunct professor at Roosevelt University in Chicago. With multiple Masters Degrees and a Doctorate in Adult and Continuing Education, Barbara Provost MS EdD is an expert in how adults learn. Her insights into women and money are considered at the forefront of the most neglected demographic among financial advisers. She has also developed training programs for Fortune 100 companies and is a Certified Coach of the International Coaching Federation.
Facilitators Gain Greater Participation with Women – PART 2
Financial planners have worked years earning different certifications and designations that make them experts in their field. They can’t come to the conversation and assume their client has the same level of knowledge and understanding of financial services. It is important for financial planners to be able to quickly assess the knowledge of their client and teach them what they need to know to make knowledge investment decisions. Financial planners can leverage many of the same skills a facilitator uses.
The art of facilitation is not salesmanship nor closing techniques. It’s more of an escort process where you manage expectations and answer questions along the way.
Watch for the next video in our women’s education series, How Sensory Communication Styles Enhance Your Message – PART 1