Online CPD Event - Coaching Clients Through Economic Cycles

Wednesday, 12 July 2023
9:15 am – 10:15 am (UK time)
    • Angie Staunton, APFS, MCSI, Vanguard Asset Management


The Advice Value Proposition is changing & so are client expectations. Driven by regulatory/technological pressure & many other economic impacts, the adviser/client relationship has never been more important navigating clients through challenging times & coaching them to maintain discipline.

Vanguard have long been a supporter of behavioral coaching and the value that this can add during the ever-uncertain economic cycles. With the rapid growth of the digital element, this human component/trust built up is a key differentiator of why clients would use adviser services.

Angie Staunton will share Vanguard’s latest content and will help us focus on the things that matter to clients while encouraging us to think about how to better implement the coaching element of financial planning.

Learning Objectives:

  • Identify the role client coaching plays in effective client communication to help reach their financial goals
  • Identify how coaching can lead to improved client engagement/client & fee retention
  • Demonstrate how the trust-based client relationship can add value over and above robo-advice/DIY routes

Learning Outcomes:

  • Gain more understanding of what coaching is & how it differs from other support client interventions
  • Add further “tools” to your already extensive “tool kit” to help make clients conversations easier
  • Realisation of the power you hold through face to face over & above the DIY route
  • Online

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