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

 
Results:  10
Matching School Ads

Winthrop University is a public, comprehensive university located just outside of Charlotte, North Carolina, in Rock Hill, South Carolina, 

Selected Campus Locations:
  • Online

At Widener University, we proudly cultivate challenging and culturally diverse learning environments where academics, leadership, and service come first. Founded in 1821 in Chester, Pennsylvania, Widener is nationally recognized for our commitment to civic engagement, service, and social responsibility. It is our goal to develop true leaders who inspire positive change throughout our community.

Selected Campus Locations:
  • Online

50 Years of Excellence In Education

Selected Campus Locations:
  • San Diego

The Secret to Getting Ahead is Getting Started

Selected Campus Locations:
  • National City

UNC Kenan-Flagler is one of the world's top-ranked business schools. At UNC Kenan-Flagler, you develop the skills that make you a highly effective leader and prepare you for long-term career success. The strength of the UNC Kenan-Flagler MBA degree comes from a school culture in which members live the business school's core values of excellence, leadership, teamwork, integrity and community.

Selected Campus Locations:
  • Online
Selected Programs:
  • MBA@UNC

As a student at South University, Online Programs, you will receive the same quality instruction, variety of learning options and level of service found at the campus locations.

Selected Campus Locations:
  • Online

For nearly a century, Columbia International University has educated people from a biblical worldview to impact the nations with the message of Christ. 

Selected Campus Locations:
  • Online

Founded in 1887, Benedictine University is dedicated to the education of undergraduate and graduate students. Benedictine is regionally accredited by the Higher Learning Commission of the North Central Association of Colleges and Schools (NCA).

Selected Campus Locations:
  • Online

Colorado State University-Global Campus

Colorado State University-Global Campus (CSU-Global) offers career relevant bachelor’s and master’s degree programs for working adults and nontraditional learners.

Selected Campus Locations:
  • Online
You are visiting:

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