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BENEFITS of Being Professionally
Coached

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. 
 

More About Coaching

Resilience depends on the following criteria:
     Awareness
     Purpose
     Competence
     Well-Being

Coaching makes actionable through:
     Clarification
     Connection
     Commitment

By coaches using 5 key abilities:
     Listening
     Observing
     Discerning
     Modeling

Delivery designed as actionable: possibilities, plans, and results.
Executive/Business Coaches are dedicated to having measurable outcomes. Coaches provide means for measuring the results and outcomes.

1. Good habits are the key to good time management.
The essence of good time management is creating good habits. A good habit to
Develop is to focus on results. Setting goals and striving to reach them must become a
habit. Before your next meeting, think to yourself-what is my goal in doing this or
meeting with this person? What specific results would I like to see come from my
time? You must learn to place a high value on your time. There are a million things, advertisements, books, media events and people vying for it. You must distinguish between what and who is important and what or who is not. This might sound a little harsh at first, but focusing on results in developing your habits will help you focus yourself and your time.

2. Good habits start with setting goals.
There are several points to remember when setting good goals.
First is to write your goals down. Studies have shown that you are much more likely to
Accomplish your goals if they are committed to paper. As someone once said, "A short
pencil is better than a long memory."
A second point is to break down your goals into three categories: short, intermediate
and long-term. You should have a separate list for your personal, professional and life goals. The personal goal list would cover areas like: personal relationships, use of free time, personal growth activities, reading up on a particular topic, taking continuing education classes or seminars, etc. Your professional goal list should be clearly focused on building your business, increasing revenues, cutting costs, strategic planning, marketing, employee management, creating partnerships and meeting beneficial business contacts. Your life goals would cover the broader picture of what you want to accomplish in life and what who you want to be remembered for.

3. Pursuing specific goals is the key to reaching success.
Setting good goals requires some planning and concentrated effort. Far too many
entrepreneurs have good intentions for their business, but lack goals that are specific
enough to help them achieve success. Most entrepreneurs who fail to reach their goals
do so because they fail to make specific, or S.M.A.R.T. goals.
S.M.A.R.T. goals are:
Specific. Your goal should be as detailed as possible. For example, '" will call all new
prospective clients' met at the last networking event by this Wednesday at noon." '"
will take a vacation at least three weeks this next year."
Measurable. Good goats allow you to quantify your efforts. "My company will increase
top line sales to repeat customers by 2% this quarter by determining what their
current needs are and developing a service to meet their needs before anyone else
does. We will do this by surveying each of them and following up with a personalized
phone call to clarify their answers."
Achievable. It is good to set your goals high, but not impossibly high. “I will meet
three new venture capitalists this month and begin building a relationship with them
with the purpose of seeking funding from them in the next six months.” “l will re-write
the three primary sections of my website by this next month to better reflect who my
new targeted customer is and to help them find the solutions they are looking for
more quickly on my site."
Result-oriented. In order for your goals to be SMART, they must focus on what you DO
want, not what you do NOT want. For example, a goal of "I do not want to fail in my
business" focuses on what you do NOT want. An example of a SMART goal is, "I will
increase my passive income by 15% this year by writing a "How To" manual on "10
Steps to Small Business Forward Financial Planning" and sell it on a website for
$109.99."

Time-limited. Put a specific time limit on your goals and have someone hold you
accountable for reaching that goal. "I will finish researching my marketing strategy
within the next six weeks and then spend two hours a day for three weeks until I
finish developing my customized marketing plan."

QUESTIONS TO ASK YOURSELF AND ANSWERS YOUR COACH CAN HELP YOU FIND

Every one of us has 168 hours in a week. How we spend our time and prioritize our
life says a lot about how successful we will be personally and professionally. There
are many things that compete for our time: finances, future plans, family, fun,
friends, present goals, pressing projects and pushy people. I heard someone once say,
if you don't control your time someone else will.
When thinking about how to successfully manage your time, here are a couple of
questions to ask yourself:
     Do I have specific things I want to accomplish each day?
     What percent of the time do I meet my daily goals?
     What specific things need I do to manage my time successfully?
     What are the priorities in my life?
     Does my schedule reflect those priorities?
     How successful do you feel in managing your time effectively?

Personal benefits to the coached executive:
     -direct report and supervisor relationship improvements (greater than 70%)
     -teamwork (67%)
     -working relationships with peers (63%)
     -job satisfaction (52%)

Corporate benefits received:
     -delivered an average ROI of 5.7 times the initial investment (a return of more than $100,000)
     -executive productivity improvements (reported by 53% of executives)
     -organizational strength (48%)
     -quality (48%)
     -customer service (39%)
     -retaining executives who received coaching (32%)

SALES PROFESSIONALS
     -More Sales/control of their time (150%)
     -Consistency in the Sales cycle (75% increase)


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