Accelerating Practice Growth Through Coaching

The Role of a Coach Ultimately, whether the focus is narrow or broad, the coach’s role is to help financial advisors find ways to work smarter, faster and more effectively.   The Benefits of Coaching The benefits of coaching will be a function of the scope of the mandate given to a coach and the […]

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    Accelerating Practice Growth Through Coaching

    Accelerating Practice Growth Through Coaching

    The Role of a Coach

    Ultimately, whether the focus is narrow or broad, the coach’s role is to help financial advisors find ways to work smarter, faster and more effectively.

     

    The Benefits of Coaching

    The benefits of coaching will be a function of the scope of the mandate given to a coach and the advisor’s receptiveness to a coach’s input, as well as his or her willingness to make changes.

    There are several common objectives in which investment professionals typically look to coaches to help them accomplish, such as:

    1. Increase Assets Under Management
    2. Target-Preferred Clients
    3. Expand Planning Services
    4. Enhance Quality of Life

     

    This white paper, “Accelerating Practice Growth Through Coaching”, we will discuss how coaches can add value to an investment professional’s business, the benefits that may be gained by hiring a coach and what advisors need to consider should they decide to engage one.

     

    About The Author

     

    Vice President of Marketing Strategy 
    631.439.4630 

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