It has been an abundant week of new coaching clients coming in from the financial advisor speaking that I have been doing.
The following is a cut and paste / mash up / collage … call it what you like of the outcomes that my clients want to achieve as a result of working with me as their coach ( please note that there are some duplications ):
- Eliminate fear
- Increase confidence
- Deepen your understanding or yourself and others to eliminate judgment
- Increase your focus
- Release anger
- Attract more referrals
- Shift from being a salesperson to a business person
- Maintain your state of mind while you are building the systems for your business
- Change the outside perception of your prospects that your firm does group insurance for smaller companies to a perception that your firm works with companies of 150 – 250 employees – we will do this by changing your inner perception
- Clarify your projects and your maximize time so that your focus is more magnified and you are less fragmented
- Improve your delegation, learn to let go of more
- Support you while you create a scalable system so that you are dealing with the larger cases while the team is taking care of the smaller cases
- Help grow the team and add team members that report to existing team members – give the existing team more resources to be more productive
- Assist you to communicate, manage and motivate your team
- Assist with employee reviews to create a true win-win environment
- Improve your “what do you do better message” – “branding”
- Offer listening, accountability, tough love at times and systems to support your goals
- Increase you desire / understand your lack of desire
- Understand your unmet need of recognition combined with the negative beliefs and negative emotions that contribute to ups & downs in motivation and time management problems because of taking on too much
- Ask for more referrals
- Eliminate justification
- Eliminate procrastination
- ID projects and actions
- Develop a time blocking system
- Improve your focus
- Increase your trust by understanding the unmet need of control
- Increase your trust in yourself by deepening your understanding of yourself
- Increase your referrals
- Eliminate fear
- Take yourself more seriously
- Eliminate fear
- Get out of survival mode
- Manage your projects and time
- Eliminate reactionary behaviors
- Improve your focus
- Create more follow through
- Be more organized
- Create a vision, plan and goals
- Create a marketing plan
- Attract more referrals
- Create a client engagement checklist
- Increase your sales activity and results
- Hire a new assistant
International Values and Behavioral Analyst, Business Coach, Speaker and Author
Executive Coaching Tips for Financial Advisors
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