REGISTER HERE FOR FREE:  Powerful Questions for Better Money Conversation

What is this event about?

We aren't always taught conversational skills - they are often picked up in life as we go along. When it comes to money guidance, we need to learn specific things about people's circumstances and finances in order to give the best guidance that we can. But we don't always know the best questions to ask, or a framework to work with. Rachel and Stacey, the team at Money First Aid, have many years' experience in money roles including as coaches. They will draw on their experience and will share a model that you can use in your own work.

Who should attend?

Anyone who gives any kind of money guidance and is interested in ideas for how to structure conversations around money, questions to ask and a framework to use

What will this session cover?

• An introduction to the GROW model
• How to use the GROW model to structure powerful questions about money
• Insightful and thought-provoking questions to ask at each stage of the GROW model
• Case study discussion to bring the GROW model to life

Speakers

Rachel Harte, Money First Aid

Stacey Lowman, Money First Aid

What areas of the Competency framework apply?

Technical Domain

1 Knowing Your Customer including asking questions to determine complexity and need, awareness of life events that can affect an individual’s circumstances and more

https://maps.org.uk/en/our-work/money-guiders/competency-framework/technical-domains/10-households

Accessibility

This session will be delivered in English. If you require any accessibility adjustments to access this session, please contact the session organiser on moneyguidernetwork@qsa.org.uk

Keep up to date with the Money Guiders England Network

• Email: moneyguidernetwork@qsa.org.uk
• Twitter
• Register with the England Network
• LinkedIn page

The Money Guiders Programme

Money Guiders is provided by the Money and Pensions Service. It is a programme which seeks to help money guidance practitioners improve their knowledge, skills and confidence. Everything that the Money Guiders programme offers centres around the Money Guidance Competency Framework - it's there to help you better understand the full breadth and depth of money related issues that fall outside of the regulated financial advice service sector - the things you talk to your customers about.

Before attending the session, you could:

• Try out our money guidance confidence checker, to find out how you feel about the conversations you have with customers about money
• Spend some time considering the challenges you face in your work, specifically when you provide help and guidance to your clients or service users around money issues.
• Consider how you spot potential problems, how you can start conversations about money in a sensitive way and at an appropriate time?
• Think about how you can maintain good boundaries in your role as a money guidance practitioner within your main area of work?