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.
Who should you have a Coach?
As entrepreneurs we all struggle sometimes with managing our time effectively. Too often we fall prey to the notion that being busy is the same as making progress.
There are many areas involved in effective time management:
our attitude; goal setting; setting priorities; planning scheduling; analyzing your progress; dealing with interruptions; meetings; paperwork; delegation of tasks; taming procrastination; and time teamwork.
Executive coaching is one of the most effective tools available today to help you enhance your leadership skills, build your leadership presence, and increase your executive wisdom.
In our society...
people join good companies.
they follow great leaders.
but they leave bad managers.
SOME OF THE PROVEN BENEFITS OF OUR EXECUTIVE COACHING AND
LEADERSHIP DEVELOPMENT INCLUDE:
Discover how to tap into your core
strengths
Learn how to unleash the leadership power
within
Improve your relationships with your direct
reports, clients, and peers
Understand how to effectively use your
professional competitive advantage
Gain a deeper understanding of your
strengths and weaknesses
Discover how to maximize your strengths
while delegating other areas
Rapidly reach your professional career
goals
Increase your personal productivity
Learn to make more money with less effort.
The competitive edge in business:
The biggest competitive advantage you currently have and will
have in the future is neither the product nor the service
you offer--it is the people you have managing and
leading your company. By not developing their people,
many companies are failing to tap into their biggest
source of new revenue producing ideas.
When a business's goals and values are aligned.
Excellence can be realized, and the benefits of
Business coaching are numerous: from developing
Stronger relationships with clients, reducing work
hours, strategic planning to networking and
improving negotiation skills, to name just a few.
EI (Emotional Intelligence) is what separates the average performers from the superstars for the SALES PROFESSIONAL.
EI is comprised of 5 components.
• High Self-Awareness
• Mood Management
• Self-Motivation
• Interpersonal Expertise
• Emotional Mentoring
1. Clean house. Clarify your vision and goals.
Stop selling and start signing.
2. Build a critical path. Have a clear business plan to achieve your goals.
3. Gather your resources: Having a Coach will help identify your blind spots (what we cannot see as our obstacle is difficult to get past) and assist in execution of your plan.
Remember, to hit the target, you must clear away everything that's in your way so you can go straight for it. Your belief has got to be as strong as if your life were on the line. Once your belief starts faltering, everything else will come down with it. Learn how to uncover your internal beliefs.
Reasons Why Corporations Hire Coaches:
1. Sounding Board and ROI
2. Offer 360 Feedback
3. Leadership Skills Training
4. Executing a Plan
5. Increase Sales Performance
6. Daily Effectiveness
7. Reduce friction
8. Communication Skills
9. Thinking Capabilities
10. Executive at Risk
11. Challenging Period
12. Mission Integration
13. Projects and Initiatives
14. Research within Firm
15. Specific Skills Training
16. Team Building
17. Sensitivities
18. Accountability Culture
19. Catalyst for Change
20. Problem-Solving
21. Improve Leader Impact
