Will financial advisor coaching really help take your business to the next level? Let’s face facts. Growing or scaling your business requires new information, proven systems, a commitment to change, and continuous steps towards improving your mindset, management, and marketing. Above all, transformation starts with you—the Advisor CEO—and then aligns your team.
I always work with the owner or top executive first because your vision and goals determine how the rest of your firm will work. Once your firm’s business and marketing plan is in place, I’m available to work with your team as individuals or as a group. Most importantly, growing your book of business always starts with you!
“A coach is someone who tells you what you don’t want to hear, who has you see what you don’t want to see, so you can be who you have always known you could be.”
– Tom Landry
What Does Consultative Coaching for Financial Advisors Look Like?
Everyone is different and requires different levels of support. For example, some individuals thrive on structure and want a coach who identifies specific action steps on each call. Similarly, many are big-picture thinkers who need someone to hold them accountable for implementing changes.
Alternatively, if you prefer financial advisor coaching with a more hands-off approach, that’s not me. My clients want both coaching and consulting. What’s the difference? To sum it up,
| COACHING | CONSULTING |
|---|---|
| “Coaching” is a skill set defined by Thomas Leonard, “the father of coaching,” in the mid-1980s. I was trained by him through his organization CoachU and Coachville. Additionally, I was employed by “t,” as he preferred to be called, for 3 years. | “Consulting” is about analyzing, strategizing, and reporting what’s occurring along with changes to make. As your consultant, I become your partner, providing you with options, resources, information, and simple—yet different—solutions. When I’m wearing my consultant that, I provide expertise in marketing (on and off the internet), networking, sales training, maximizing productivity, and technology. |
| Coaching is a process based on your goals and involves changes in thoughts, attitudes, and behaviors. My job as a coach is to listen to you, help you clarify your goals, and then provide support and tools as you move towards those goals. | While serving as a consultant to B/D firms on Wall Street, I figured out problems that were costing the firm money, provided solutions to the manager or owner, and then left a report with them that addressed solutions, unless I was invited to implement the solutions (which often happened). |
Hire Me for Financial Advisor Coaching (for Business and/or Life) When You Want These Results:
Reaching your business and personal goals faster.
Achieving a breakthrough in mindset obstacles like limiting beliefs or bad habits.
Becoming a more effective leader and improving team communications.
Clarifying your personal purpose and your firm’s vision, mission, and culture.
Gaining productivity leadership skills to reduce the time spent away from clients.
Creating a business and marketing plan and SYSTEMS to guide everyday activities and help your staff manage the business when you’re away.
- Insert your desired personal or business growth results here…
Certainly, my goal is to help you simplify and make running a business easier by providing you with proven solutions, exercises, templates, videos, and other resources customized to your needs.
Financial Advisor Coaching Involves Strategic, Tactical, and Operational Planning
First, strategic planning helps you realize short- and long-term goals. Your plan will contain your critical goals—those that will help you get ahead the fastest.
Second, tactical planning helps you implement your plan by turning strategies into reality and ensuring that all the pieces you create are in alignment with your future goals. I’ll be by your side, critiquing what you’re working on, as well as providing resources and connections to others who can assist you.
Lastly, operational planning focuses on helping you create routine operational tasks and long-term projects. I call this systematizing. You create duplicatable systems that you can use not only once but, usually, in at least 10 other ways.
The 3 M’s: Focus Areas for Financial Advisor Coaching Programs
The groundwork for my customized financial advisor coaching services is based on the 3 M’s, to clarify:
Changing your mindset
Improving the way you manage your business
Determining the best ways to market your business
As a Life and Business Coach for Women Financial Advisors, Here’s How I Help You Break Through to Your Next Level of Success:
| Mindset | Management | Marketing |
|---|---|---|
| Address burnout concerns | Proven systems and processes | How to nail your niche |
| Get a “top-earner” perspective | Best practices of top advisors | Create deeper connections with clients |
| Boost your confidence | Step-by-step and actionable | Discover your edge and stand out |
| Determine priorities, then focus on sales | Duplicatable and reusable | Become the obvious choice |
| Keep accountable | Planning to scale your business | Avoid the dangers of spaghetti marketing |
| Get encouragement | Troubleshooting to find gaps | Engage in effective, efficient, and more consistent marketing |
| Celebrate your wins | You have much right! | Earn more while working fewer hours |
Transforming Global Businesses with Financial Advisor Coaching . . . No Matter What the Economy is Doing
I work with financial advisors and their firms in three ways: one-on-one, in teams or groups, and with DIY materials. This allows you to decide which program best fits your lifestyle, schedule, budget, and learning style.
Since 1998, I’ve coached most of my clients virtually. So, if working with your clients virtually is on your “to-get-done” list, I can help you there, too. Plus, when it’s safe for all, I’ll be meeting with clients who prefer in-person meetings.
Today, start at the Services page to choose the right financial advisor coaching program for your needs.
