Finance & Investment Industry Coaching Programs

About Coaching…

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

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.

Finance Industry Telephone 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 per month
• Private Client Website – 14 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

 

Fees: Request a Consultation

• Coaching is an ongoing relationship – those who achieve the most success stay with coaching 12-24 months and longer
• Coaching is not an expense. It is an investment in your financial success.

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