PFS Soft Skills Webinar - Formulating Client Objectives Using Coaching Skills

Tuesday, 15 June 2021
10:00 am – 11:00 am
    • Hayley Tink, Director and Founder , Lifesage Ltd

The event is part of our PFS Soft skills series, the three sessions have been carefully designed to work well together and we would highly recommend attending all of them to get the most from what they have to offer.

Using coaching skills can really help you form meaningful client objectives. In this session we will be exploring some key coaching skills you can utilise when working with clients in order to create exceptional objectives that your clients will be fully engaged with and motivated by. We will also look at how you can help your client succeed in sticking to the action points you give them.

Learning Objectives:

The learning objectives of this session are:

  • Understand: Using coaching skills for client objective exploration
  • Learn: How to use insightful questions to assist with client objectives
  • Learn: How to introduce the concept of meaningful objectives to existing and inherited clients
  • Explore: Turning Objectives into SMART goals
  • Implementation: Using Client Objectives to Create Success
  • Implementation: Creating a valuable reflection point for client’s objectives at reviews

Speaker Profile: Hayley Tink, Director and Founder at Lifesage Ltd
Hayley Tink’s career in financial services has spanned the last 20 years, 15 years of which was as a multi-award-winning financial adviser. She is a Fellow of the Personal Finance Society and previously specialised in the areas of Retirement and Later Life advice. In the last few years, alongside her advice work she has enjoyed mentoring and training new advisers as well as speaking at key industry events.

In recent years she has also developed a keen interest in the behavioural aspects of our financial lives and Hayley has trained as both a Money Coach and Life Coach.

As well as supporting the advisers at Smith & Pinching with mentoring and training support, Hayley has recently launched her own business, Lifesage. Lifesage Financial seeks to support financial advisers to reach exceptional levels in their soft skills and in providing behavioural support to clients, through trainings, talks and mentoring. Lifesage Transitions supports people in the midst of life change in navigating their way to living their best life, through coaching and course offerings.

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at