Personal life and business coaching for independent professionals, financial advisors and planners looking for even higher levels of success, enjoyment and meaning in their practice and life.
Financial advisors and planners are a specialty with me. I have helped hundred of serious professionals get re-focused, re-inspired, and re-engaged to take their practices to the next level.
Typically our coaching work would cover areas such as:
- Helping you get a vision for your practice and life that genuinely excites and inspires you.
- Identifying your unique personal and professional strengths – those things that you are really good at and love to do, those activities that contribute the most to your success.
- Establishing the time management practices that see you doing far more of those things you are great at, that make the biggest difference to your success.
- Identifying your ideal clients, the clients that you want to focus your practice on.
- Identifying, your brand or position in the marketplace that sets you apart from all other advisors and gives your ideal clients the reasons they need to choose to work with you.
- Identifying the most easy and effective marketing strategies that will allow you to naturally raise your profile, stand out, get noticed and get hired.
- Establishing a phased in plan to build the team around you to give you the support you need to take your practice to the next level.
In short, I help my clients focus and make dramatic improvements in their life and business.
If you are not getting the results you want, and know that you are capable of far more, please give me a call.
In a short conversation I would love to learn what you might want to achieve through coaching, and I could definitely give you a feel for how coaching might work for you.
98.5% of clients love coaching, and use it to make the changes they need to get the results they want.
More Info on Coaching For Financial Advisors
Financial Advisor Coaching is all about providing you, the Advisor, with experienced, independent and practical business support, in an effective completely personalized way. It is all designed to help you find solutions that work for you and help you move forward faster and with greater clarity, than you could on your own.
To achieve new levels of success, Advisors must routinely re-focus their efforts. They must develop a clear vision of where they want to go, liberate their key productive talents – the things that you do best – delegate, learn new skills, and preserve the balance and satisfaction that makes it all worthwhile. As a Certified Coach that has worked with hundreds of other individuals on the same path, I know I can help you achieve far more than you may now think possible.
If you are serious about getting better results in your business, coaching can really help you. It’s about having your own experienced business advisor working with you on a systematic step-by-step approach aimed at getting you the results you want. It is convenient, affordable and completely confidential. (Most clients wish they had discovered business coaching years ago.)
Why Coach Steve?
Years of Experience – One of the most senior and well known professionals in the coaching industry, who has worked with hundreds of financial professionals.
Fully Trained and Credentialed – ICF Master Certified Coach*, leadership, coaching skills, and emotional intelligence trainer to individuals and some of the world’s most successful organizations.
Great Business Knowledge – 30 years in business, management, marketing and leadership positions, started 5 companies, taken 2 public, served on many boards, author and speaker. Long time investor.
Proven Leadership – 2005 President of the 14,000 plus member International Coach Federation, years of volunteer work helping to build, and raise standards in, the young profession of coaching.
Coaching for Results – Steve has one of the busiest coaching practices because his clients get great results.
Called to Serve – Coaching is Steve’s calling. He loves to help individuals become all they can be and live full, meaningful lives. He also donates large amounts of time, speaking, writing, and mentoring to help other coaches succeed.
Personal – Married 30 years, 3 daughters, 2 dogs, 2 cats, 2 crows, and a life he loves and is very grateful for.
100% Satisfaction Guarantee
Coaching should provide you significant value out of every single session. To ensure this, I provide a 100%, money-back, satisfaction guarantee. If you are not completely satisfied with any particular session, you will immediately receive a refund.
Financial Advisor – Coaching Story
I want to grow this business.. and have a life.
Peter was a typical independent professional. He had worked long and hard to build up a professional practice as a financial advisor that paid the bills nicely. Yet 15 years into his career, and with a family, he found he was running out of steam. While his business was stable, he had lost any sense of accomplishment. And he was having a hard time finding the satisfaction he once enjoyed. Peter had hit a plateau, and he was having a hard time breaking through.
The focus of our work was to find the areas of his job he really enjoyed doing, as well as those areas that contributed the most to his success. Through our work, Peter found that he really liked working with his clients, and when he spent more time with his clients, his practice grew. So we worked to find the ways to help him delegate more of the administrative work – which he hated – and find the structure to help him get out to see his clients more.
Looking at his strengths and weaknesses, Peter discovered that while he was very strong technically, he would benefit from developing even stronger people skills. So we spent some time developing better listening, communication, trust-building and empathy skills, which helped in his business and private life.
We also spent some time getting Peter back in better physical condition and establishing better balance in his life.
Within 6 months his business had already grown by 30% and his stress was much lower.. Peter was more fully engaged in his work again and he was loving it. While working far fewer hours, he thought he could double his income over the next year. He also felt like he was in better control of his life and was enjoying spending less time at work, and more time with his family, boat and golf club.
About our coaching work, Peter commented:
“Life changing….this is incredibly valuable to me.”