Equitable Advisors, LLC
Equitable Advisors – Credentialed Holistic Financial Coach
Columbia partnered with Equitable Advisors to offer a customized Holistic Financial Coaching Program for the firm’s Financial Professionals and Leaders, resulting in the “Credentialed Holistic Financial Coach” designation upon the successful completion of a rigorous assessment and certification process.
The Coaching Foundations applied specifically for the program and related certification process include:
Foundation 1: Guiding Principles
Six client promises, combined with two enabling principles that contribute to coaching effectiveness:
Each client promise is defined and enacted via 2 enabling principles with 3 related practices (see graphic below):
Foundation 2: Competencies
The Holistic Financial Coaching Program focuses on 4 success pyramid competencies (see graphic below).
The descriptions and related behavioral examples for each fundamental competency were adapted to integrate the specific requirements of the financial Client Process with a select set of Columbia’s proven coaching competencies:
Foundation 3: Process
Finally, the coaching process for the Holistic Financial Coaching Program integrates the 3Cs from the science of human performance with Equitable Advisors’ 5-step Client Process and a modified version of the GROW coaching model.
The integrated Client and Coaching Process is operationalized via 3 coaching tasks (specific work the Financial Professional collaborates with Clients to complete in route to realizing their financial and life aims).
The integrated Client and Coaching Process is operationalized via 3 coaching tasks (specific work the Financial Professional collaborates with Clients to complete in route to realizing their financial and life aims).