A Partner of ProAdvisorCoach
Helping Financial Advisors Grow Without Having to Hustle
Coaching
Why Coaching?
Because it's hard to focus on what you want the most when there are things you need right now.
Maybe you want A level clients the most, but what you need right now is another closed case. Or perhaps you want more margin in your life, but you need to manage your appointments, case prep, prospecting and reviews right now.
It's not hard to see that we often sacrifice what we want most for what we need now.
Coaching helps equip you with the tools, resources, mindset, beliefs and accountability to get to what you want the most. You'll do the work, but you won't be alone in it.
Sample Coaching Schedule
-
Introductions
-
MindScan Assessment Review
-
Defining How You View Success
-
Time Tracking Exercise & Analysis
-
Curation of Your Business Plan
-
Customized ProAdvisorDrivers Platform - we will integrate your business plan into your custom dashboard so we can track all the metrics you value
-
Continued Business Plan Coaching with special focuses on:
-
Client Segmentation, Defining Ideal clients
-
Curating WOW Experiences for your clients
-
Sales Training & Support - language that converts, running effective meetings, best practices
-
Referral Training & Practice
-
Core Disciplines for Advisors
-
The Cost of Coaching
How much does coaching cost?