dcsimg

Career Story: Business Coach For Financial Advisors

Business Coach For Financial Advisors

Job Title: Business Coach

Type of Company: I specialize in helping financial advisors improve their performances.

Education: AS, Economics •• BA, Psychology

Previous Experience: I was a financial advisor for more than ten years.

Job Tasks: Now I work as a consultant to financial advisors, examining the day-to-day aspects of their business, seeing what those businesses lacks, and working with them to re-organize and improve what they do. I make sure at the outset that they've created job descriptions, performance and management structures and meaningful workflow processes. Once I've seen to all that, I try to figure out what makes their practices tick. Little by little, I start to do some coaching as well, nudging owners and employees alike to recognize what they've been missing and what they need to do to improve. Normally, I start with a foundation session, which is an overview of the client's life. But once he signs a contract with us, I typically provide three forty- minute coaching sessions every month, and these regular sessions really give me a chance to delve into his life and business practices.

Best and Worst Parts of the Job: The best part of the job are helping people reach their potential. It is different everyday and I get to talk to people!

The worst part of the job, right now, is having to convince people that this is worth spending their money on.

Job Tips: I would take coaching courses now. This is still a new field. I started with the Coaches Training Institute which is a great foundation for anyone who wants to be in the coaching business. I myself believe it's an up and coming career. People "want it all" and they often need guidance to help them get where they want.

Additional Thoughts: It surprises me that it's been so difficult to get clients in this economy. If I could change one thing, I'd get my coach's training while otherwise employed instead of trying to do it while coaching.

The most important attributes for someone in my position are an ability to listen and organizational and management skills.

Popular Schools offering Corporate Training Programs

quickinfoThese schools offer particularly quick info upon request, and we have written detailed profiles for each (click school names to see the profiles).

Request info from multiple schools, by clicking the Request Info links.

Matching School Ads
  • Programs: Master - Human Resource Management
  • Degrees: Master

You've found Ashford University, where school comes to you. Earn your bachelor's or master's degree online.

  • Programs: BA/Human Resource Management, MA/Organizational Management - Human Resources Management, MBA - Human Resources Management, more...
  • Degrees: Bachelor, Master

Since 1949, Grand Canyon University has been a premier private university in Arizona, helping students find their purpose and achieve their potential.

  • Programs: M.B.A.: Strategic Human Resource Management, M.B.A.: Leadership, M.B.A. and M.S. in Leadership (Dual Degree), more...
  • Degrees: Master, Bachelor

Try Your Introductory Course Risk Free

  • Programs: Bachelor of Arts in Human Resource Management, Bachelor of Science in Business Administration, Master of Business Administration in Management, more...
  • Degrees: Bachelor, Master, Associate

You’re serious about success. With your busy schedule and the desire to move your career forward, you can earn an accredited associate, bachelors or master’s degree at a pace that works for you anywhere, anytime, 24/7.

At AIU, the Serious U, you can get started to get ahead.

  • Programs: Bachelor's (BBA) - Human Resource Management, MBA - Human Resource Management, Bachelor's (BBA) - Management, more...
  • Degrees: Bachelor, Master
California College San Diego
National City, San Diego, San Marcos

The Secret to Getting Ahead is Getting Started

  • Programs: Business Administration - Human Resources (BS), Business Administration - Property Management (BS), Business Administration (BS)
  • Degrees: Bachelor

Welcome to Argosy University

Argosy University offers doctoral, master's, and bachelor's degree programs to students through its eight colleges:  College of Behavioral Sciences, Graduate School of Business and Management, College of Education,  College of Health Sciences, College of Arts and Sciences, College of Creative Arts and Design, College of Clinical Psychology and Western State College of Law at Argosy University as well as certificate programs in many areas.

  • Programs: Human Resource Management (MS), Business Administration - Human Resource Management (BS) (Online), Business Administration (AS) (Online), more...
  • Degrees: Master, Bachelor, Associate

Johns Hopkins University Carey Business School has brought the philosophy of business with humanity in mind to a part time format.

  • Programs: Flexible MBA, Flexible MBA - Management
  • Degrees: Master

Since 1888, The University of Scranton has grounded its education in Catholic and Jesuit principles based on intellectual growth and integrity, all of which shape the online master’s and certificate programs.

  • Programs: Online MS in Human Resources, Online MBA specialization in Human Resources, Online MBA specialization in Enterprise Resource Planning, more...
  • Degrees: Master

See What’s Possible When You Earn a Degree at Florida Tech 100% Online

  • Programs: HR Admin Minor with any Bachelors, Bachelor of Arts in Human Resources Management, Bachelor of Arts in Business Administration/Management, more...
  • Degrees: Bachelor, Master, Associate
Matching School Ads
You are visiting:

Find a school near you

What are Career Stories?

Career Stories are concise, real-world career overviews written by people relating their personal career experiences and wisdom. They provide invaluable insights and mentoring advice to students and career changers.

Most stories include:

  • a typical day or project
  • tips and advice
  • best and worst parts
  • educational background
  • previous experience

Browse hundreds of Career Stories

More Details On This Career

Please also see our detailed information about Training And Development Managers, including:

Back to Top