One-On-One Results
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GOALS
We discuss progress made since last one-on-one meeting. -
OBSTACLES
We identify roadblocks in the way of goal completion. -
OPPORTUNITIES
Consider new opportunities to further development. -
DECISIONS
Agree upon actions to be taken before our next one-on-one.
How effective are one-on-one meetings?
Highly engaged organziations rank one-on-ones as the number one communication strategy ahead of emails from leadership and all-company meetings.
Frequent Questions
There are difficult situations and people in everyone’s personal and professional lives – but none more so than for financial advisors. Working with Mark means you don’t have to face those unknowns alone. Through mutual personal discovery, we’ll build a trusted, confidential relationship to help guide you through any situation.
The certified professional coach is a valuable thought partner and confidant that assists clients in working through problems and situations that can occur at work and in life. Often the coach is the only true non-biased and honest person available to ask questions, provide unvarnished feedback, and offer constructive advice.
It is unique to find a coach with decades of financial industry experience. I can serve you as an advocate and impartial sounding board at critical junctions in your career. A professional coach can help financial advisors prepare for known threats and unforeseen obstacles. Take advantage now of opportunities to remake and rebrand your practice, while moving ahead of the competition. Leading companies hire coaches for their top financial advisors – you can too! Begin unlock maximum potential, grow net assets and fees, and create long term value
Learning is a lifelong process – as a coach, Mark is a lifelong learner and teacher – with 30 years experience running and selling a successful practice, made especially for financial advisors. If you decide to retain a professional executive coach you will top performers, enhance remedial talent, electrify your marketing efforts, and strengthen your ability as a their manager.
Closing each session in a professional caring way is essential. Developing an action plan, outlining next steps and scheduling the next coaching appointment are common practices. Homework and practice techniques may be assigned. The coach may check in between coaching sessions to inquire about progress and obstacles.
The coach commits to making every appointment and to advocate on behalf of the client. In many relationship’s coaches are the only reliable, honest source of feedback the client will have. The coach agrees to prepare for each session, be fully present during the session, while demonstrating empathy, energy and commitment. Active listening is essential.