Jun 29, 2020
In the second coach the coach podcast episode of season one, I had the pleasure of speaking with financial coach, Anna Yen. Anna runs FamilyFI, a personal finance community dedicated to empowering and inspiring families to master a positive money mindset with confidence. Her sweet spot is showing her clients how to address their finances with intention, address their fears of not having enough, and set them up on a clear, financially growth oriented path.
As you will discover, Anna is definitely an expert in her space. She went to college at sixteen and, as an intern for JP Morgan by nineteen, Anna accrued significant investment banking experience. She’s worked in real estate investing and even cryptocurrency.
Yet, Anna’s childhood and early career experiences left her with a story that she is not a confident and competent communicator – particularly during her sales conversations.
Whether you are a coach, consultant, business, HR or talent development leader, pay particular attention to how I coach the coach.
Observe how I step into the role of a hypothetical client for Anna. And, through role play, how I coach her to speak persuasively to the conversation in my head and in my heart
Also, keep your ears open for Anna’s aha moment about how to sell (and where her true credibility comes from) – after we process the role play experience. Hint: It’s not from her great advice (although there is no doubt she’s pretty brilliant and has a lot of wisdom to share) and rather from something much deeper.
Finally, I also want you to observe how I set Anna up to consider what happens when she mucks up her communication – how not to hold onto the incident and rather to learn from it so that can she can recalibrate and get back on her path.
Enjoy this coach the coach episode!
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Resources mentioned in this episode