Tel 519-576-2262

About TPC Services How We Help Client Stories Coaching Centre Connect

Customized One-on-One Business Coaching for Financial Advisors

Strength in Numbers

 

Having spent over 30 years in the financial services industry, I have found two things to be true; everything and nothing has changed with the day-to-day challenges advisors face.

 

Everything has changed with technology and moving from paper to electronic, regulatory requirements, fee disclosure, anti-spam requirements, the amount of back-end support, medical underwriting, saturated marketplace and competition, and the list goes on.

 

Nothing has changed with one simple fact; advisors need support to survive and thrive.

 

I’ve always enjoyed working with financial advisors. My most satisfying experiences have come from helping advisors turn their businesses from struggling to thriving. Being an advisor can be a lonely business, and often the piece of the puzzle that’s missing is having someone in your corner.

Since joining The Personal coach last Spring, I’ve been implementing practice management strategies into advisors’ businesses. It’s also been a privilege to be featured in Forum Magazine discussing COI relationships, representing the team at Advocis meetings, and addressing closed audience sessions with Faith Life Financial. Coming up next is sharing insights on understanding your finances at our Fall TPC GeneratorTM event.

 

Having The Personal Coach’s support to pursue my adventure is motivating and exciting. Most importantly, I’ve had the pleasure of being part of an incredible team that leaves no stone unturned with the depth and breadth of their expertise. The Personal Coach has fantastic resources; HR support, team development, succession planning, marketing, and branding.  As a team, we provide full-spectrum support for advisors. We often refer to ourselves as an extension of an advisor’s team. It’s rare to find a support team that has so many arrows in the quiver. This allows me to start each day with enthusiasm to help advisors find their way and fully develop their businesses and enjoy the fruits of their labours. I believe strongly that success in business is more likely to be achieved and, more importantly - savoured if it’s integrated with a fulfilling personal life. When we work together and clear out the clutter, we achieve success.

 

Our office has been working with Pat Giesbrecht for the past six months, and I am so happy with the results we are getting. We have completed many projects; DISC profiles, re-segmentation, written procedures, Contact Management changes, new technology implemented, job descriptions reviewed and solidified, the opportunity for all to share our progress, challenges, and successes. The best part is the teamwork this has inspired, the sharing, the helping and overall coming together for a common goal. It’s been far more comfortable for us to share the workload when our goals were clear.  The staff took much of it on, were accountable, and excited about the changes.

-    Monteith Financial Group

 

To hear more or speak with Pat directly, please email us at confidence@thepersonalcoach.ca

Subscribe to this Blog Like on Facebook Tweet this! Share on Google+ Share on LinkedIn

There's Still Time to Amplify!

 
 
Finishing The Year Strong. It's Not Too Late To Amplify Results!

 

 

It’s hard to believe we’re already at the end of September and the end of the third business quarter as well. A common theme for September is that it offers a fresh perspective - or a “new year”. Everyone is back from summer holidays, the kids are back to school, and it’s time to reflect on how the year has gone, and how you want it to end.

 

So, how are you doing? This question can be daunting for most advisors to answer because, even if one aspect of your business is thriving, there could be other factors that are demanding your attention and pulling you away from your preferred focus. Also, if we’re frank, most advisors don’t spend enough time working on their business to develop systems for a routine review and to strategize for the future. This realization means you are not equipped to overcome unexpected challenges causing business growth to stall. It can also lead to frustration, stress, and stagnation. Look at the visual below and apply it to your business. Where are you on the S-curve? If you are reaching a breaking point, it could be time to implement something different that will burst you through that ceiling and start you on a new S-curve.

 

 

 

Wait, where’s the “Staples button” because if only it were that easy. When you hire someone new or install new technology or change a process, you trust that it will make      a difference. However, it may be little more than a leap of faith unless you accompany it with talent, procedures, or coaching to support the leap to the next growth curve.

 

So what can be done right now to end the year on a high note? At this late stage, less is more. The best course of action is to reflect on the goals you set at the beginning of the year. Are there any that you identified as integral to the success of the business that are still incomplete? What are your team’s views? Have they identified any items that require your immediate attention? Now is the time to narrow your focus to the critical elements of your original plan. Pick one or two top priorities and implement the necessary changes. Moreover, remember that effective collaboration produces results that are greater than each individual’s contribution. This rule applies to whether you build your team internally  or create a virtual team of external resources. There is still time to amplify your results for 2019.

 

“It is not the strongest or the most intelligent who will survive but those who can best manage change.”

- Charles Darwin

 

To learn more or speak with Pat, email confidence@thepersonalcoach.ca.

 

Are you looking to grow your business? Save the date for our Generator Event! Tuesday November 26, 2019

 

If you want to grow your advisory business, get this date in your calendar!

Tuesday November 26, 2019, Cambridge, ON.

 

This TPC event is for advisors looking to grow their business, double their revenues and achieve time and money freedom. Full event details and sign up information here: www.tpcgenerator.ca.

 

Alison Ottewell is helping advisors to connect and have an online presence.

 

Digital shouldn't be daunting! Creating a digital  Marketing Strategy that works with your business  is realistic and achievable. Engaging videos, compelling blogs and Social Media success is within your reach. Connect with Alison today at confidence@thepersonalcoach.ca.

Subscribe to this Blog Like on Facebook Tweet this! Share on Google+ Share on LinkedIn

Team Building Ideas

Team Building Ideas for Advisory Teams

 

An article in Harvard Business Review on “The Secrets of Great Teams,” highlights the importance of teams socializing together. The study suggested that even the simple act of having employees take their coffee break together increased productivity by 8% and up to 20% in some cases!

 

Is team building worth it?

The short answer: absolutely! The long answer: an effective team is a productive team. A team that works well together will increase client satisfaction, maintain quality control, and build and grow your business.

The old saying is true: the whole is greater than the sum of its parts.

How can you do team building activities with a small advisory team?

 

There are many options including:

  • spa days
  • canoeing
  • bowling
  • laser tag
  • paint ball
  • cooking classes
  • paintable ceramics
  • golfing
  • ski days
  • rock climbing
  • ropes courses
  • escape room mazes
  • zip line, etc.

Keep your team’s interests and abilities in mind.

 

Do the activities during work hours so employees with young families can still attend, plan the events together, include spouses if your team is very small, and take pictures to share with your clients. Most importantly, remain consistent and plan events year round. The most successful teams do an event quarterly or semi-annually.

 

To learn more about team building and how it affects your bottom line, contact us at The Personal Coach.  Happy planning!

 

add a comment
Subscribe to this Blog Like on Facebook Tweet this! Share on Google+ Share on LinkedIn

Contributors

Alison Ottewell, Marketing Coach
2
February 3, 2020
show Alison's posts
Patricia Giesbrecht, Business Coach
3
November 21, 2019
show Patricia's posts
Fortunato Restagno, Brand Coach
3
November 21, 2019
show Fortunato's posts
Afsar Shah, Business & Regulatory Coach
6
November 21, 2019
show Afsar's posts
Bob King, Business Coach
1
August 30, 2019
show Bob's posts
Heather Amlin, Operations & Efficiencies Coach
1
June 17, 2019
show Heather's posts
Kim Poulin, Business Coach
3
June 17, 2019
show Kim's posts
Art Schooley, Business Coach
1
June 17, 2019
show Art's posts
April-Lynn Levitt, Business Coach
3
May 28, 2019
show April-Lynn's posts
Kelly Maxwell, Marketing Specialist
8
November 22, 2018
show Kelly's posts

Latest Posts

Show All Recent Posts

Archive

Tags

Everything Newsletter Event Advice Coaching Strategies Human Resources Team Excellence Value Proposition Marketing Branding Contact Management Advisor Skills Personal Effectiveness Leadership Financials Succession Planning Compliance Regulatory Risk Management Referrals Client Relationships Millennials Gen Y Time Management Technology Telecommunications Productivity Forum Magazine Buying/Selling a Business Hiring