You are experiencing some or all of the challenges on the following list.
• Administrative “busy work” that takes all your time
• Beating yourself up
• Clients don’t understand your business and what you do
• Cluttered desk and office
• Compliance problems
• Conflict and disputes with clients, partners, management, associates and staff
• Confidence issues
• Confusion and chaos
• Confusion with communication
• Disassociating from the truth
• Distractions
• Doing too many favors
• Duplication of effort
• Failure to ask for referrals
• Failing to do your client segmentation
• Failing to prospect
• Fear of failing
• Fear of rejection
• Interruptions
• Getting appointments
• Going over the same to-do’s over and over again in your mind
• Feeling unfulfilled
• Inconsistent customer service
• Lack of ability
• Lack of experience
• Lack of focus
• Lack of follow through
• Lack of motivation
• Lack of satisfaction
• Lack of vision
• Living up to expectations
• Loss of motivation
• Lost sales
• Micro managing
• Negative beliefs
• Not delegating, doing it all by yourself
• Not enough money coming in
• Not showing up at all
• Obtaining new clients with a drive to want to work with a financial advisor
• Operating without a budget cash flow document
• Operating without a business plan
• Operating without a time management plan
• Other’s opinions
• Overwhelm
• Procrastination
• Questioning if you are in the right profession
• Second guessing
• Selling too many products
• Showing up late
• Spinning your wheels
• Too many small clients and small products
• Too much to do
• Unmotivated employees
• Wondering what you are missing
• Working a demographic versus a niche
• Working with unqualified clients
• Worrying about the economy
You finally get fed up and share some or all of the above with a qualified coach that offers a proven scientific approach to assist you that comes with a money back guarantee.
You want to work with the coach.
You suggest to the coach that you need to speak with your Associate, Friend, Manager or Spouse before making a final decision.
You don’t proceed with the coaching and continue to do what you have always done.
Why? Choose one.
• Your Associate, Friend, Manager or Spouse does not believe in what you are doing.
• Your Associate, Friend, Manager or Spouse does not understand that you have a business, not a job and your business, like every other business, requires investments from time to time.
• Your Associate, Friend, Manager or Spouse doesn’t understand that most of the time it requires someone from the outside to create sustainability in your business.
• Your Associate, Friend, Manager or Spouse feels guilty because they have been giving you advice and you are still suffering from all or some of the above changes.
• Your Associate, Friend, Manager or Spouse is afraid that they may be replaced by the coach.
• Your Associate, Friend, Manager or Spouse is afraid that they will have to change too.
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International Values and Behavioral Analyst, Business Coach, Speaker and Author
Executive Coaching Tips for Financial Advisors
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