We offer professional one-on-one and group performance coaching for financial advisors. Our coaching program is a highly comprehensive ten week course that is specifically designed to build emotional strength, increase productivity (especially related to prospecting), and improve overall performance and job satisfaction, eliminate peak and valley production, and production plateaus, and help advisors get out of their current performance comfort zone. We help advisors to reduce or eliminate sales related fears (fear of success, fear of failure, fear of rejection, fear of looking foolish, fear of appearing needy, fear of being rude or inappropriate, fear of making a mistake, fear of losing control,...etc.), and reduce or eliminate distorted and negative thinking patterns that cause these irrational fears to begin with. We also teach advisors how to eliminate performance anxiety and stress.

Fears and anxieties along with low emotional strength lead to avoidance behaviors, low productivity, and poor performance at work. They also lead to feelings of discouragement, depression, frustration, anger, resentment, remorse and burn-out. The most commonly avoided work activity is prospecting. Many if not most advisors admit that they waste two or more hours a day on low priority tasks. All advisors know that they need to prospect to grow their business, but few have the emotional strength to do it on a daily basis. The cost of underperforming and underachieving each day is staggering.

It is important for each advisor to ask, “Am I truly happy with my production and am I performing at the highest level I am capable of? If not, how much is it costing me each day, month and year to work below my true potential? How long am I willing to continue to underachieve? Am I ready to get to the real root of my performance problems and eliminate them for good? Do I want to have more fun with my work each day, feel more relaxed and in control of my actions and my moods? Do I really want to spend another year rationalizing, justifying or blaming others for my productivity and performance problems? Am I using my talents effectively? Am I really where I want to be in my career and if not, what am I willing to do about it?

Being ready to make necessary changes in your life involves accepting responsibility for yourself, your actions, your thoughts and your feelings. If you are ready to begin this change process, give me a call and I will be happy to discuss some of the specific details with you. This program is highly individualized and tailored to fit the needs of the advisor I am working with.