80 Outcomes That Financial Advisors Want As A Result Of Working With A Coach

When we start working with our financial advisor clients we ask them what the personal and professional improvements are that they want to make and here is what they said.

I’ve grouped the answers into Subjective and Objective. 90% of success ( Subjective ) is about understanding WHY you are doing or not doing what it takes to be successful, and 10% of success ( Objective ) is understanding WHAT to do. Having said this, you can Google all day for WHAT to do … Most of the time it takes working with a coach to understand WHY you are not doing WHAT to do to be more successful.

Here are the 80 Outcomes That Financial Advisors Want As A Result Of Working With A Coach. You can read what our clients have to say here.

90% of success ( Subjective ) is about understanding WHY you are doing or not doing what it takes to be successful

1. Assist you to provide strong leadership, management, motivation and communication.
2. Become conscious of why you make yourself so available – so that we can help you implement sustainable change.
3. Become more of a leader versus a doer.
4. Be stronger in making requests.
5. Calm things down.
6. Create accountability and build a strong psychological foundation for your business and the new systems that you are implementing to set the stage for 2014.
7. Create a way for you to meet and exceed your goals and do what you love.
8. Create more accountability.
9. Create more focus and confidence.
10. Get clear on what you want by gaining a deeper understanding of your values and the feelings and beliefs that drive you and your vision, mission and purpose.
11. Get out of a rut.
12. Eliminate fear and anxiety.
13. Eliminate overwhelm.
14. Eliminate worry.
15. Focus on discipline.
16. Help you to become more aware of behaviors, habits and issues.
17. Help you to create the structural change within your organization and within yourself to be a better leader.
18. Help you to leave the office without feeling guilty.
19. Implement sustainable change without taking on too many things at once.
20. Improve staff’s positive mental attitude so that they embrace the initiative that you introduce.
21. Improve your boundaries.
22. Improve your communication with your father.
23. Improve your health.
24. Improve your rest.
25. Improve your time management – be true to your calendar and understand the psychological underpinnings that prevent you from saying no.
26. Increase your inspiration by understanding your true values.
27. Improve your attitude and maximize your time.
28. Improve your delegation and eliminate push back and taking the work back on.
29. Improve your focus.
30. Lead versus do.
31. Provide the team with Values & Behaviors Assessments to identify their strengths and areas to strengthen and at the same time help them to improve their communication, management and motivation.
32. Reduce the amount of client and staff dependency. At the same time, help you to draft the language / script to do this and implement the proper boundaries.
33. Regain the passion and excitement for your business.
34. Shift from survival to regaining your inherent inspiration.
35. Understand the emotional drives that distract you and pull you in too many different directions.
36. Understand what’s driving your bad habits.
37. Understand why you are beating yourself up.
38. Understand why you are distracted and eliminate distractions.
39. Understand why you are doing what you’re doing and understand how to make sustainable change.
40. Understand why you are over-controlling what you’re doing.
41. Understand why you never feel like you’re doing a good enough job.
42. Understand why you start and don’t finish.
43. Understand why you take on too much.

10% of success ( Objective ) is understanding WHAT to do.

1. Assist you with your succession plan and qualifying successors.
2. Be debt free.
3. Communicate with the people that you want to communicate with and elegantly qualify and delegate the unqualified individuals.
4. Conduct employee reviews and increase responsibility and accountability.
5. Create a 5-year vision and a One Page Business Plan.
6. Create a paper control system.
7. Create a consistent client process
8. Create a marketing plan
9. Create a vision that you can grab with both hands.
10. Develop a system to interact with your best clients
11. Develop and grow a more accountable team.
12. Develop / attract a strong producer.
13. Deliver the message which can be delivered electronically through email, blog, video, and social media
14. Document the 7- to 10-year vision that you have for your business through the One Page Business Plan.
15. Document your vision and plan to have your business run without you and integrate it into a written business plan.
16. Focus the staff.
17. Help your assistant to improve time management systems and procedures
18. Help you to understand how to ask for more referrals.
19. Improve client segmentation.
20. Improve day-to-day systems.
21. Improve organization.
22. Improve project management.
23. Improve your client segmentation
24. Improve your delegation
25. Improve the focus towards your target market and increase business.
26. Increase your time management from a level 3 to a level 8 or 9.
27. Lay the foundation to increase your income to $750,000.
28. Provide better service for your clients.
29. Provide your staff with recognition catching them doing things right so that they will embrace the requests that you make.
30. Review the structure of your employees and determine if they are the right fit by way of Values & Behaviors Assessments.
31. Set the stage to offset tax and increase commission by $400,000 to $500,000.
32. Shift responsibility to the contact center and deal with staff and client push back; this will be attained by improving your service proposition so that clients and staff understand the value that clients are receiving in the bigger picture.
33. Solidify your succession plan.
34. Staff accountability / monitoring.
35. Survey your COI’s
36. Understand how to deal with the volume referrals.
37. Understand how to implement C-level service to C-level clients… in other words, elegantly back away from providing them with A-level service.