Finance & Investment Industry Coaching Programs

The ‘How” of Coaching…

I coach via telephone (and sometimes video), so it doesn’t matter where you work or live. My finance and investment clients live all over the United States, Canada, and the world.

finance coaching programs

Coaching by phone is convenient

Clients call me for their phone appointments from their homes, cars, or offices. There’s no commuting, traffic problems, distractions, or hassles, and our full attention is focused on you.

financial advisors who work from anywhere with technology

Finance Industry Telephone/Video Coaching

Coaching is provided on a monthly retainer basis.

Clients select the coaching program and areas they wish to work on:

• Business Development Coaching
• Leadership/Executive Coaching
• Job Search Coaching
• Career Exploration Coaching
• Prospecting Coaching
• Marketing Coaching
• Sales Coaching
• Business Plan Coaching
• Brand Coaching

Here’s what’s included:

• 2-3 pre-scheduled coaching calls/videos per month
• Private Client Website – 17 years’ of expertise located in one place -work on examples, exercises, and templates
• Email correspondence – get questions answered as needed
• Personalized Action Plan – know what you need to work on
• Emailed Recap and Action Items after each session

About Coaching:

  • Coaching works! You’ll finally focus on what you want.
  • There are at least 2 coaching calls per month – fewer calls means less success and less focus on your goals.
  • Coaching is an ongoing relationship – those who achieve the most success stay with coaching for the time needed to achieve their goals.
  • Coaching is not an expense. It is an investment in your financial success.
  • Read Testimonials here

Fees: Request a Consultation

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