Want people to take your advice?
Want to make powerful connections that will grow your business?
What would it mean to YOU if you could increase your skills and therefore increase your stickiness with your team and clients??
What are you longing for?
Are you tired of offering great advice, only to find out at the next meeting that the client did not do what they said they would do? Are you hoping for a powerful connection but not sure how to do it without losing hours in listening to wandering stories?
You might be able to relate to Susan, who knew the financial advising industry was changing but wasn’t sure how to get the extra leverage she was longing for… or Todd, who was told he was sometimes too direct and at the same time missing the bullseye of what his clients truly needed from him. Susan and Todd both grew their coaching skills with EFI and transformed their conversations, which caused incredible strength and growth. And maybe tied with growth, they were more personally satisfied with the impact they were having on their clients and the community.
YOU also can be changed for good — this course helps professionals connect powerfully with their team and clients, onboarding them to a model of conversation in just 8 weeks so they can grow deeper relationships, expand their business, and unleash their impact in this world.
Free Training: Explore How Coaching Skills Can Impact You and Your Business
Incredible Value
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Robust Content
Jump on board with our easy-to-follow course plan, varied instruction, and engaging interactive class. Get ready for true transformation!
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Real LIfe Practicum
Engage in practice coaching sessions in class and outside. Your own reflection + instructor feedback gives you traction for real change.
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Personal Feedback
After Abigail listens to your sessions, she writes feedback, talks with you via phone, and co-creates goals for you to grow moving forward.
What is ‘Mindset’?
EFI Coaching Mindset is for advisors, managers, teachers, realtors, support staff, and team members who want to increase their impact and see results. This class is a journey — taking you where you are at the start and equipping you with relational truths and coaching tools that will transform your conversations and help your clients get more traction. Since we learn best with practice, this cohort-style experience will engage you in the safety of a real-life class lab that paves the way for real-life opportunities. Not only will you walk away with 32 hours of CE credit, but you will launch new abilities to connect powerfully, enhancing your professional and personal conversations.
This master class is on Teams and is full of class participation, real-life lab time, partner exercises, and group work. Your preparation before class sets you up for a deeply satisfying discussion where coaching skills meet real life! *If you want to become a certified professional coach, you can take additional EFI courses after Mindset to reach your goal.
To protect the small group culture, this class is limited to 12 students; it is taught by Abigail Doust, an ACC (Associate Certified Coach with the ICF). Spring 2025 is primarily for professionals who want to integrate these skills into their business. By the end of 8 weeks, you will be equipped to serve people in a unique and powerful way.
Not sure if this class is for you? Schedule a 15-minute phone call to chat more! Ready to integrate coaching into your current role (or whatever is next for you)? This class will help you put your new skills into your next steps!
Would coaching skills change you for the better?
What We Believe
Service providers and teams have the privilege and the challenge of getting into intimate and complicated client situations. We believe you will navigate confidently and make a powerful connection with coaching skills in your tool belt.
Integrated Coaching Skills
With the training and experience you already have, our Mindset track prepares you to integrate your new skills where you already excel. You can complete this course in just 8 weeks, and continue mastering for years.
Who It’s For
Advisors, managers, and their support staff who aim to: increase impact, gain confidence, navigate challenging conversations, listen effectively, gain trust, develop transformation in others, expand success..
EFI Coach Training made me a more empathetic listener and has moved my conversations from transactional to transformational. As a financial planner, I utilize my coaching skills and it has been immensely rewarding.”
—Tom, private wealth advisor of Guidelight Financial, Ameriprise
Working with EFI really helped me refine how I listen in all areas of my life: family, career, and friends. It has allowed me to be more thoughtful in my questions, which has resulted in deeper and more meaningful conversations.
—Deborah, private wealth advisor at Milestone Partners, Ameriprise
EFI Coaching Mindset was a perfect exercise to get me out of my comfort zone in order to grow. The knowledge and skills I have gained through EFI have already helped me communicate and relate more impactfully in both my personal and professional life, enriching those relationships. It has challenged me to be more intentional in how I approach everyday conversations. I'm grateful for the awareness of the opportunity of these powerful connections.
— Amy, HR at Ecclesiastes Wealth Partners
How will I grow in this 8-week course?
Some people think coaching is just about asking great questions, but there is so much more to being effective in coaching conversations. Go on this journey of applying coaching skills and assessing your strengths and growth areas so that you can get real traction and move forward in powerful ways.
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Grow the art of asking powerful questions that evoke transformation
Develop authentic and intuitive listening skills which will help you connect
Identify ways to give space and empathy for those who are hurt and stuck
Create a pathway for a client to find intrinsic motivation, and therefore get traction and become “sticky” with you
Explore the EFI coaching model and become proficient at using it
Highlight ways to help clients identify and activate values & goals
Uncover with your instructor specific ways you can increase your impact (2 one-on-one conversations about your practice and practicum sessions)
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Deepen your understanding of how you are and others are wired
Learn how to increase your emotional intelligence and reframe your boundaries (and help others do the same)
Get equipped to walk alongside people in a season of grief or transition
Recognize and navigate conflicts in married/partnered clients
Identify truths about the power of relationship in moving forward
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Integrate coaching skills into your daily professional life so you can become more sticky with clients and potential clients
Create process and instigate communication to increase your effectiveness and others on your team
Identify your next steps and how to make a significant impact
What does Coaching Mindset look like?
Join us for 8 sessions of fun, thought-provoking class, and prepare for robust conversation with specific assignments that both grow your knowledge and guide in practicing what you are learning. Estimate 2 hours of reading, watching videos, preparing, partner work, applying what you are learning, etc. in addition to attending class.
The “Work” in Developing Your Coaching Skills
Read assigned chapters, articles, and papers
Watch short videos
Take assessments for further learning
Participate in partner/trio coaching lab with classmates (& record the sessions, write a short evaluation of each session)
Total of 32 hours class time and completed course work over 8 weeks
“Admittedly, before working with Abigail and EFI, I was skeptical that life coaching and financial planning had much overlap in practice. However, it soon became apparent to me that life coaching had a myriad of practical applications in my work with clients. Having achieved the BFA™ designation, a part of me wondered how I would put this knowledge into practice. This class has given me many practical tools to do just that as I help my clients…ultimately partnering with them to take their holistic lives from good to great!”
—Cole, Private Wealth Advisor at Ecclesiastes Wealth Partners
I love learning new ways to communicate and I love learning more about myself along the way. I like the different perspective on communicating that I learned from EFI Coaching Mindset – it releases the stress on the coach and gives the responsibility of outcomes to the coachee.
This coaching class gave me additional skills to implement in communicating with others. I found the information provided throughout the eight weeks valuable and applicable in all areas of life. I also valued the dive into getting to know myself better and ways that I can improve. If you are looking for or open to growth and improvement in communication, I would highly recommend this course!
—Christie, Client Service Manager at Ecclesiastes Wealth Partners
EFI Coaching Mindset is a great use of time – the course is so organized! It was an easy curriculum to follow and plan for each week.
The class helped me to better understand how my clients could achieve better, more effective plans if I talk less, listen more, and ask the right types of questions to help them come up with the plan that is the best fit for their style.
— Shelby, Private Wealth Advisor, Triple Crown
Calendar — When will you join us?
Sometimes, it all comes down to the calendar.
SUMMER 2025
We will have a Tuesday evening class OR a Wednesday daytime class for you to choose from during summer. Our first day of Tuesday class is June 10, with the last day June 29, and the Wednesday class runs June 11-July 30. It’s ok to miss a class if you need to, and you can watch that class recording afterward. Also, you can join us when you travel or even in your car if needed! Registration closes June 4!
If you have any questions, please schedule a 15-minute conversation or contact us.
How much does it cost?
Your tuition for EFI Coaching Mindset includes meaningful and interactive class times, resources, and one-on-one feedback about your live and recorded calls, next steps, and much more! This 32-hour program is only $1,800. You will need to acquire your own 3 textbooks, listed below (in your preferred format).
Save your spot with a $500 deposit. The program can be paid for in 2 or 4 installments with small processing fees. Please contact us for questions, concerns, or to talk about your goals. Ready to move forward? Save your spot today!
Texts for EFI Coaching Mindset
Required Texts (borrow or buy, paper or Kindle):
The Coaching Manual by Julie Starr, 5th ed, 2021.
Coaching Questions: A Coach’s Guide to Powerful Asking Skills, by Tony Stoltzfus, 2008.
Advice That Sticks by Moira Somers, PhD, 2018.
Referenced Texts:
Co-Active Coaching, 4th Ed: The proven framework for transformative conversations at work and in life by Henry Kimsey-House
Emotional Intelligence 2.0 by Dr. Travis Bradberry & Dr. Jean Graves
The Heart of Laser-Focused Coaching by Marion Franklin, MS, MCC
Authentic Conversations: Unlocking Your Ability to Connect with Others, by Scott and Abigail Doust
Coach the Person, Not the Problem, by Marcia Reynolds
Christian Coaching, 2nd Edition: Helping Others Turn Potential into Reality by Gary Collins
The Power of the Other: The startling effect other people have on you…and what to do about it by Dr. Henry Cloud
Emotionally Healthy Spirituality, by Peter Scazzero
Marriage Coaching: Heart, Hope and Skills for a Great Relationship by Jeff and Jill Williams
Boundaries: When to Say Yes, How to Say No to Take Control of Your Life, by Henry Cloud, John Townsend
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Founder & Trainer
Abigail is an author, speaker, coach, and trainer who is passionate about helping leaders get equipped to make a significant impact. She is a Certified Professional Life Coach (CPLC) and an Associate Certified Coach (ACC) with the International Coaching Federation (ICF). She is also a Certified Human Behavior & DISC Consultant and skilled in developing leaders and cultivate growth and healthy relationships.
Abigail has a Bachelor of Communications Education and Masters in Theatre in Directing. She is a gifted educator and natural encourager, and excels at helping her students apply coaching concepts with practical feedback that is personal and genuine. Read more about Abigail Doust…
What is EFI?
At Equipping for Impact (EFI), we are passionate about equipping you to incorporate coaching skills into your conversations. Coaching or coach-like conversations are a way to come alongside people and change lives in a powerful way. We are glad to create customized materials for your staff, team, or church and we offer coaching for individuals, couples, and groups. Read more about EFI here, or schedule time to chat to get to know each other and what you need next.