As a Financial Planner or Adviser you will probably know that success requires an extraordinary combination of personal and professional skills. In my experience, many Financial Advisers and Planners fail to reach their maximum potential. Without the motivation, sales skills and knowledge to succeed, many advisers struggle to fully maximise the opportunities in our profession.
I believe things can be better. Advisers can achieve whatever they set out to do. They can make their business a success and make their dreams come true. This is where working with a Coach who really understands your role can make a huge difference.
For the last 25 years I have coached and mentored hundreds of Financial Planners and Advisers to make substantial improvements in all areas of their roles including:
Managing their time more effectively so they get more done
Finding more of the right sort of clients (as opposed to just more)
Getting paid fees that reflect the value of the work they do.
Growing their revenue and improving their profitability.
Re-discovering their passion and enthusiasm for the role.
If you are experiencing any of these challenges or frustrations then my role as your Coach is to assist you in overcoming these challenges and to start working on new and empowering goals. I can help you to create tools and processes which will help you to achieve your goals and objectives faster and more effectively.
To ensure that there is a good fit between what you are looking for and the actual services I provide, I will invest time and effort into getting to know you and what you are looking to achieve. This approach will help us both make an informed decision about whether we should work together as a team.
An initial chat
A 30 minute telephone discussion to establish the specific challenges and issues you are facing and the kind of input and help you are looking for. I will then give you a brief overview of the support I can offer and an outline of the fees that are relevant to the work involved.
Get to know you
I may ask you to complete my pre-coaching questionnaire which will detail your current situation including your opportunities, challenges, ambition, and what you believe are your support requirements.
Clarification both ways
Your responses to my questionnaire will help me to gain a greater understanding of your business position. I will then schedule a Zoom, telephone or face to face meeting to review your responses and to discuss the type of coaching that is appropriate. If both parties are in agreement I will prepare my Coaching contract for you to sign and in addition request the first month’s fees in advance.
Coaching and ongoing support
Whilst the impact will be greatest when my coaching is delivered on an ongoing basis, initially we would work together on a short term agreement of 3 months. The sessions will normally be held weekly for at least the first month and can revert to fortnightly or monthly thereafter. I will also provide email support between our sessions as and when needed.
As your Coach I will…
Provide the tools, support and structure to accomplish your goals
Keep you focused in order to produce results more quickly
Ask you to do more than you may have done on your own
Encourage you to set realistic and achievable goals
Help you to implement the strategies agreed
“This is an incredible opportunity to work with one of the best in the industry. To put this into context, I started working with Adrian in 2004 when I was running about like a headless chicken. Within 3 years I had a 100% overhead recovery from Retainers and an embedded 1% fee model and on a trajectory to success(ion).”
Doug Muirhead. Wealth Planner-Succession Wealth
How else can I help?
Being a Business Owner can be challenging. As an experienced Business Coach I will be your sounding board and confidant, helping you to find effective solutions to your concerns and challenges. Together, we will devise a strategy to help you overcome the barriers that are holding you back, so you can make better decisions that can help you achieve your business goals more quickly.
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Read MorePersonality Profiling (DISC)
Personality Profiling is sometimes referred to as Psychometric Testing or Psychological Profiling. It is a means of measuring an individual’s personality in a particular situation. It is designed to seek out information about a person’s temperament, decision-making methods, communication style and general attitude. It is not a measure of intelligence or ability but of behaviour. As an accredited DISC® practitioner I can provide this leading personal assessment tool to improve work productivity, teamwork and communication.
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Read MoreWe all know that businesses are only as good as the people within them. In order to run a thriving business, your team needs both the technical skills and the soft skills to succeed. My training programmes are individually tailored to give your team the necessary expertise that the business demands. Improved employee performance can increase their productivity, boost team morale and ultimately keep your competitive edge. I will work with you and your team to help you develop the skills they need to get the results you want.
Read MoreDo you want to get your message across to a larger audience at an upcoming business meeting or conference? Communicating in this way is not only cost effective it also ensures your message is delivered accurately and succinctly. I can individually design and deliver the message in a lively and engaging style so that your audience feel motivated and inspired to take the actions necessary to achieve your organisations goals and objectives.
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