Tips For Advisors When Deciding To Work With A Financial Advisor Coach

The key is that the advisor has “decided” to work with the coach. The advisor has decided to work with the coach after they have Googled and read articles on developing the vision, business plan, time management, team building, delegation, marketing and sales and have made best efforts to implement what they’ve read and they just can’t seem to get it right by themselves. The advisor that has decided to work with the financial advisor coach understands that problems can’t be fixed in isolation.

The advisor that has decided to work with a financial advisor coach understands that it is best to work with a financial advisor coach that has their values, vision, mission and purpose posted on their website and here is an example; https://leadingadvisor.com/about-leading-advisor/values-vision-mission-and-purpose/ If the financial advisor coach can’t demonstrate this in advance how can they help the advisor?

The advisor that has decided to work with a financial advisor coach understands that it is best to work with a coach that specializes in working with financial advisors and the coach demonstrates testimonials on their website like these; https://leadingadvisor.com/financial-advisor-coaching/testimonials/

The advisor that has decided to work with a financial advisor coach looks for a financial advisor coach that can provide a needs analysis like this one in advance to help the advisor get clear on what they want; https://leadingadvisor.com/tag/balanced-business-barometer/ If the advisor is not clear on what they want they will probably get sold a financial advisor coaching program that they don’t need or want. This is in alignment with the financial advisor that is a consultant versus a product salesperson.