Financial Coach Master Training Details

Online Lessons

Fundamentals of Coaching will teach you how to have a more confident and competent conversation about budgeting. Topics include:

  • Getting Behind the Question
  • Perspective Problems
  • People Problems
  • Process Problems
  • The Power of Prayer

On-Site Training

You will spend two and a half days with Dave's team at his offices in Brentwood, TN. Dave's coaches will open their playbook and show you how they coach families today. Topics include:

  • Dave's Coaching Process
  • Foreclosures and Mortgages
  • Estate Planning
  • Bankruptcy
  • Insurance
  • Retirement
  • DISC Personality Styles
  • Q&A With Dave's Team

Ongoing Three-Month Mentoring

Once you return home, we will continue to support you with three months of mentoring as you start your coaching service. This mentoring includes:

  • One on One and Small-Group Engagement
  • Key Learnings and insights from Dave's Team of Coaches
  • Expanding Your Coaching Skill Set
  • Practical Application
  • One-Hour Coaching Model With Forms
  • Monthly Coaching Exercise
  • Monthly Small-Group Mastermind Meetings
  • Recorded Coaching Calls for Review
  • Email Access to Dave's Coaching Team
  • Suggested Reading List
  • Bonus Lessons on Sales, Marketing and Pricing

Need More Information?

If you have any questions or need additional information, use the button below to fill out a short form. A member of Dave’s coaching team will reach out to you quickly!

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