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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.

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