We'll ask you questions about where you are at currently, where you want to get to and what might be getting in your way. We'll also assign The Personal Coach Challenge™. This is our unique self-evaluation tool that will help you find out if you and your team are working at peak performance and identify areas for improvement. This tool, designed with ten key components of a successful practice in mind, helps you identify areas of your business to focus on.
We will then conduct a thorough review of your practice including team interviews, if appropriate. We analyze information from The Coach's Challenge and prepare a written assessment report, The Personal Coach Assessment™. From there, we will make recommendations for action programs based on your identified goals. The assessment covers the following areas:
Value Proposition
Marketing and Brand Identity
Your Skills as an Advisor
Financial Management
Succession Planning
Advisor Maximization
Team Maximization
Strategy
Contact Management
Leadership
Based on the identified actions, the choice is yours. You can choose from content specific programs, personalized coaching targeted to you, the advisor and business owner, or team focused business-building activities. It is at this stage that we both decide if we proceed with coaching and how your individual plan will take shape.
Once a course of action has been chosen, the coaching begins. Your individual plan is developed with guidelines for implementation, including a prioritized plan of action, which includes timeframes and unique deliverables for you and your team. We do this through personal meetings (often in your offices), regular phone calls, emails and detailed documentation and follow-up notes. The Personal Coach is also available on call as you need us.
It is at this point that we both measure your results, and, if necessary, reshape your actions. We continually assess the progress toward your identified goals and revise your plan accordingly. It is at this stage that we both revisit the recommendations from the original assessment, celebrate your success and select the next actions.
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