|
Financial Services Professionals hire a coach... Back
- To help increase motivation and build business.
- To more effectively market and promote themselves and their firm.
- To develop leadership skills within their firms & to accelerate their own career.
- To get to the top of their game.
- To take it even further, for advisors already at the top of their game!
Coaching supports financial advisors in achieving strategic results in their professional lives. It incorporates active learning that takes place in the course of the regular business day and is put to work through practical action. Coaching is based on the principle that nothing is actually learned until it is meaningfully applied.
Vision Coaching supports Financial Services Professionals in the following ways:
One-on-One Coaching
- Creating efficiencies and accountability within the organization
- Refresh enthusiasm and find clarity
- Setting and achieving goals with an action plan
Team Coaching
- Include Partners, Support Staff, Company Retreats, etc.
Coaching Training
When your team learns to coach more effectively,
- It increases their effectiveness
- Helps improve interaction with clients, colleagues, and direct reports
Financial Service Providers talk about Coaching...
 “As a driven individual and an award winning advisor with Sun Life, I didn’t think I needed a coach. I actually thought that coaching was something for people that were trying to be the top in their field. Not for those that were already there. Was I ever mistaken!
When my coach asked me if I wanted him to coach me, I reluctantly agreed - I didn’t think it would really help me. I soon discovered that I was very wrong. In a 40 minute coaching call he helped me find clarity on topics that I had struggled with for months. I found I was leaving our coaching sessions refreshed, with a vision and a clear action plan. I was working on what was really important to my business. My coach is helping me get focused and take my business to the next level!”
Lee Brooks
Financial Advisor - Sun Life Financial
2004 Wealth Advisor of the Year
 "After wrestling with some business ideas for some time, I hired a coach. Through regular meetings my coach helped me clarify where I wanted to go and we formulated a plan to get there. His thoughtful and methodical approach helped me find what I truly wanted and he supported me in finding a path to attain it. I appreciated his committment and his ability to think outside the box to refine my goals! Your coach will be a valuable ally in your life and your business."
Gary D. Journeay
Investment Dealer
Manulife Securities Inc.
"Coaching is so important that, as a coach, we recognize that we also need to be coached."
Blair Northcott, CA, CPA (IL)
Grant Thornton LLP
Back to WHO WE HELP
|
