Webinar: Closing the gaps – How financial coaching can transform outcomes 2025

In this IIL financial planning webinar, Julie Greenwood talks about how financial coaching can deepen client relationships, expand access to advice, and create new commercial and talent opportunities within their firms.

In this session, the speaker discusses how financial coaching can help financial services firms deliver more human, inclusive and scalable value. The speaker and chair explore how coaching is reshaping the future of financial advice – addressing the advice gap, adviser gap, gender gap, and commercial gap. This session will unpack the growing role of coaching in improving client outcomes, strengthening adviser skills, and enhancing business models. Whether you’re an adviser, leader, or learning professional, this session will equip you with actionable ideas and practical insight into how coaching can create measurable value for clients, colleagues, and the bottom line.

Learning objectives

• Explain the role of financial coaching and how it complements traditional financial advice
• Describe how coaching can help address key industry challenges, including the advice, adviser, and gender gaps
• Identify practical and commercial opportunities to integrate coaching

Speakers

• Julie Greenwood, Head of Adviser Distribution, Octopus Money
• Chair: Alina Paula Burlacu, Director, AB Personal Performance Coaching