Join the Next Financial Coaching Conversation!

We’re getting together next Thursday, October 17 at 3 p.m. ET/12 p.m. PT for our next Financial Coaching Network peer call!

We’ll be discussing our latest financial coaching brief, On the Frontlines, which lifts up the perspectives of financial coaches on:

• A typical day in the life of a financial coach
• Training needs of financial coaches
• Peer support needs of financial coaches
• How we measure success of financial coaching services
• Future thoughts for the field

On the October 17 peer call, you’ll hear from a few of the coaches we interviewed for the brief, supporters of the brief and the author:

• Edi Flores and Rosie Papazian, New Economics for Women
• Robert Aitken, Leech Lake Financial Services
• Shelley Marquez, Wells Fargo
• Timothy Fraylon, STRIVE Hartford
• Fran Rosebush Baylor, Hiba Haroon and Tupa Hoveka, Prosperity Now

We hope you can join us to hear from your peers, as well as share your perspectives during the call! Register here to join the discussion!

Take the National Disability Institute Survey

While we have your attention, we’d like to share a survey from our partner National Disability Institute. They are the first and only national organization exclusively focused on the financial health and wellness of people with disabilities and they are surveying financial coaches and financial counselors to gain a better understanding of the needs of the field in providing services to persons with disabilities and their families. The brief survey should take no more than 10 minutes to complete. All responses are confidential. Survey deadline is October 18 at 5:00 p.m. ET. You can access their survey here.