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Coaching for Financial Planning Practices

Bring coaching skills into your financial planning practice — and change how your clients experience advice.

SP Consulting Services works with financial planning practices and their advisors to build coaching skills, embed a coaching culture, and support advisors and coaches pursuing ICF accreditation.

ICF (PCC) Life Coach & Mentor Coach InnerLifeSkills® Master Coach & Trainer

How we work with your practice

Coaching Skills Training

Practical skills advisors can use in their very next client conversation.

Coaching Culture

Embedding coaching into how your practice runs, top to bottom.

Team & Staff Coaching

Ongoing support built around the pace of a real practice.

Mentor Coaching for ICF

Mentor coaching for advisors and coaches pursuing accreditation.

Monique de Beer

With Monique de Beer

An ICF (PCC) Life Coach and Mentor Coach, and InnerLifeSkills® Master Coach and Trainer, working with financial planning practices to bring coaching skills into how they work with clients and their own teams.

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Take your advisors’ technical expertise and turn it into conversations clients remember.

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SP CONSULTING SERVICES — WITH MONIQUE DE BEER