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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