As you look at your performance and balance in these 8 areas, are you where you WANT TO BE? If NOT, the lower circled numbers are potential coaching focus areas.
Instructions: Rate yourself on how well you believe you are presently performing in each of the 8 categories.
Scale: 10 = operating at your potential down to 0 = not doing anything at present
1. Business Planning
Periodically and systematically planning for business growth.
2. Prospecting
Keeping your prospect pipeline full plus converting prospects to clients.
3. Client Service
Providing financial planning, the right mix of financial services, and proactive contact with clients.
4. Practice Management
Having the right support team in place, operating efficiently, meeting
compliance requirements, and providing the right type and amount of client support.
5. Client Retention
Earning client loyalty, and tapping into that loyalty for introductions
and referrals to new prospects.
6. Life Balance
Maintaining a satisfying balance between the professional and personal
dimensions of your life.
7. Knowledge & Skill
Continually gaining new professional knowledge and skills.
8. Technology
Keeping up with changes in telecommunications and other
needed to facilitate present and future business growth.
What benefits can coaching provide?
• Significant productivity increases
• More fluid organization of your time and your life
• Increase profitability
• Improved power and clarity of communication
• Personal, professional, & spiritual growth
• Improved quality of relationships
Most organizations need to improve productivity to fuel growth and profitability. Productivity doesn't happen when people are only focused on the financial or technical issues. Companies must build the capability of managers to help their employees through the intangible, but crucial, elements of human interaction—because the work gets done through personal relationships. This is no less true between the client/sales relationship. The key to ROI is developing and sustaining individual and group behaviors through personal relationships to achieve the desired business results. Coaching builds the capability for organizations to get this done. Coaching is an investment in the company’s most important element-your key people, for the long term benefit of the organization.
According to a nationwide survey of more than 300 companies by Manchester, the human capital consulting firm, 59% of organizations are currently offering coaching or other developmental counseling to their executives, managers or sales people. Coaching provides a measurable return on investment, while enhancing your advantage over the competition.
Why use Coach 2 The Top?
• To improve your management and client relationship skills…
• To give unbiased opinions…
• To tell you the truth rather than what others think you want to hear…
• To weigh decisions removed from the structural influences of the organizational environment…
• To help you get out of your own way…
• To maximize pivotal moments and transitions…
Studies have shown that in order to best provide lasting behavioral changes to the client, 90-day sessions are most beneficial.
My experience of being coached by Connie had been simply incredible. The whole process from asking the right questions, defining those things that are most important to me, to clarifying my day has been deeply personal & beneficial. It has been like finding a long lost map that you thought had disappeared in the middle of a long
journey. It has been for me one of those benchmarks in life that occurs every 10-15 years. I recommend Connie and this journey.
Emory Jones
Investment Representative
San Antonio, TX
Connie is a Coach who does all of the following:
She listens
Is non-judge mental?
Able to understand me
Energetic
Motivating
Able to get to the root of the problem
Has fresh ideas
Draws me out of my shell
Helps me focus on priorities
Believes in me, even when I don't and Gives me hope,
Dedicates her time and energy to help others and
Is always available to talk.
As a coach Connie has helped me improve my sales skills and has been instrumental in helping me achieve my goals.
She is a pleasure to work with and has made a positive difference in
my life.
Sincerely,
Jamie A. Young
Sales Representative San Antonio, TX
Thank you for coaching me in my business. You have made a difference in my business life & personal life. I especially appreciate how you have helped me to see what is important and
focus my efforts toward those through a comprehensive Vision for myself. You have helped
me come up with my own solutions to challenges. Your coaching has helped me be a success.
I can't thank you enough!
Thank you,
Lynn Metzger
IR Development
Edward Jones St. Louis, MO
Your true purpose in life is what really motivates you to get out of bed in
the morning. If you can find that higher purpose in your day-to-day work life,
chances are you will be more satisfied no matter what the paycheck and most likely will see your work energized by your new found focus. But discovering what truly motivates us isn't as easy as it sounds. Everyday
concerns like landing a new client, wading through piles of paperwork and
trying to get home in time for dinner with the family can overshadow our
inherent search for self fulfillment. Sometimes its not the sales calls or
other everyday concerns that get in the way. We can find it hard to figure out
why we do what we do.
That's when the listening skills of the coach are crucial. "Most people have their own answers," "It's just hard to hear
ourselves through the chatter.”
But Connie can hear you loud and clear. Listening is what she does best.
"Most often a pattern presents itself as clients continually make reference to
what their heart truly desires. It's hard to do on our own because we can't
see the blind spots."
Sara Burdick
Chicago Journalist
Quotes
“A vision without action is a dream, but action without vision is a nightmare”-Unknown author “It is impossible for a man to learn what he thinks he already knows”—Epictitus (50-137 AD)
“Belief is more important that reason.”—Nat Kramer
“Imagination is more important than knowledge” —Albert Einstein
FOOD FOR THOUGHT:
If 5 frogs were sitting on a log and 3 decided to jump in the water, how many would be left on the log? ANSWER: 5—There’s a BIG difference between DECIDING and EXECUTING.
