Coaching For Financial Advisors
To be the best, you need help.
We keep you accountable and motivated so you can achieve your goals
You probably act as a money coach to your clients, helping them take an objective view of their finances, pointing out ways they could manage their money better, and helping them discover better ways to do things.
That’s what we do with financial advisors.
Put another way, the best sportsmen and women have coaches. They know that if they want to achieve their personal best, they need someone to push them and make them do things they would never do on their own.
And the rewards are worth it.
We find financial planners struggle in a number of areas.
- How to keep delivering value to their existing clients
- Finding a steady stream of prospects that can become ideal clients
- Not having a clear value proposition
- Not charging enough because they’re not confident in the value they provide
- Having systems and processes that are consistent across their business
- Managing staff
- Staying motivated
- Having a clear direction for both their business and their personal life
- Feeling time-poor
- Feeling like they’re spinning their wheels and not growing
- Managing industry change
There are a range of ways we can help you.
Maybe you need help in managing your existing clients and need us to help you implement an ongoing service program that delivers tangible value to your clients.
Maybe you need someone to keep you accountable and make sure you’re spending time working on your business, not in your business.
Or maybe you just need someone you can talk to and bounce ideas off. Someone who sees the big picture in the industry and can help you achieve clarity with your thinking. And, importantly, someone who makes sure you’re doing the things you know that you need to do.
I’m ready when you are! Get in touch and let’s start working on your business.