As you consider the role of a coach in your business, don’t limit your viewpoint. I often tell advisors not to tell people only their occupation. It limits their viewpoint. Tell them what you do. This is something our coaches discuss with new members as we help them determine what role they want the coach to play to help them reach their goals.
One of the many tools we offer in our program to help you define your goals and the relationship you have with your coach is the goal-setting exercise of the Blueprinting Process. Click here to download this exercise by entering the code “goalsetting” to help you clarify and attain your goals and realize for yourself what type of coach you need to become successful.
You may have thought about the occupation of a “coach.” But, have you really considered the benefits of a coach/counselor/mentor/consultant? It could be that market-proof investment you’ve been looking for.
Ron Carson is founder and president of Carson Wealth Management Group, a comprehensive wealth planning firm, and founder of Peak Advisor Alliance, the largest advisor coaching program in the country. He also co-authored the practice management book Tested in the Trenches: A 9-Step Plan for Building and Sustaining a Million-Dollar Financial Services Practice and its revised 2nd edition Tested in the Trenches: A 9-Step Plan for Success as a New-Era Advisor.
Scott Wood, an Executive Business Coach at Peak Advisor Alliance, contributed to this article. He has over 20 years of experience in financial services, and extensive experience in coaching and training advisors in areas including presentation skills, sales concepts, fee-based transitioning, distribution strategies, marketing, branding, and value positioning.