Financial Advisor Coaching – What Is On Your Shopping List?

As a financial advisor coach, I always ask my prospective financial advisor coaching clients, “If you were to work with a coach, what would be on your shopping list?”

Here are the answers from six different financial advisor coaching clients:

Financial Advisor Coaching Client One

• Build your self esteem and self image
• Change your self perception of “you could have always done better”
• Eliminate feeling sick and tired
• Eliminate the fear of rejection
• Eliminate the perception of 400,000 tons of pressure
• Eliminate the underlying conflict that you have with your spouse
• Learn how to accept yourself

Financial Advisor Coaching Client Two

• Improving your existing sales presentation to qualify, seed in and test close the referral request as you go along – so that it is not a shock to the client at the end when you ask for a referral
• Creating a system so that you can elegantly go back to your existing 90 clients to ask them for referrals
• Improving your marketing plan integrating it with your seminars
• Clearing your unmet needs, limiting beliefs and limiting emotions that are likely driving you’re a little too hard when in one hand you are getting the business, is making you unattractive when it comes to getting referrals.  Meet the unmet need of appreciation from within so that you are not trying to meet this unmet need from the client which may turn them off in a way.
• Lay the foundation to increase your income from $125,000 to $250,000
• Assist you to find more joy and inspiration from your business
• Set 90 day income and client goals

Financial Advisor Coaching Client Three

• Build a team so that the day-to-day is managed by the team to enable you to work on the big picture which includes looking after the relationships with your clients and attracting more of the types of clients that you want to work with
• Attract more clients that are investors versus traders
• Learn a system to release and leave the negatives at the office so that you don’t bring them home to your family
• Build up more positive energy so that you don’t feel exhausted
• Create more work life balance
• Create more time for yourself and your family
• Enjoy yourself and the rewards that you are manifesting
• Feel more freedom, happiness and peace

Financial Advisor Coaching Client Four

• Reignite the inspiration, passion, motivation, fun and joy by;
• Identifying and clearing your unmet needs and related limited beliefs and emotions.
• Identifying your values and related positive beliefs and feelings.
• The above will lay the foundation to;
• Set 90 day income and client goals
• Increase your income by presenting new products that include Manulife’s Income Plus and asking for and receiving referrals

Financial Advisor Coaching Client Five

• Lay the foundation to increase your income to $250,000 by way of …
• Eliminating procrastination
• Regaining your focus and motivation
• Reigniting the enthusiasm, passion and spark that you have for your business
• Regaining the appreciation that you have for the business that you have created
• All of which will help to magnify that success towards building a group business in _____
• Assist you to become better organized and provide you with strategies to delegate to a virtual assistant
• Assist you, if you wish, with strategies to attract an existing financial advisor / employee benefits firm in _____
• Improve your quality of life

Financial Advisor Coaching Client Six

• Increase sales by way of …
• Improving your focus
• Eliminating your fear of seeing clients and releasing the guilt that you may be feeling about the market along with the limiting belief of letting your clients down
• Eliminate the fear and or roadblocks about approaching your clients about life insurance
• Eliminate your fear of not succeeding
• Create a marketing plan to focus on your network
• Create a system to ask for referrals from your existing network