Individual Coaching

Three Individual & Team Coaching Programs 

Our 3 individual coaching programs for financial planners are an effective method to move forward in building your practice. These customized private coaching programs are designed for different purposes and they focus on unique outcomes.

In these individualized courses, our coaching clients may consist of one single advisor or 2 or more partners in a single firm. And, we encourage all partners and key staff members to participate.

If employees are actively engaged in the development and implementation of new systems and marketing strategies, they should be included. Working with all partners and critical staff members is highly recommended because it aligns the team and accelerates the growth rate.

General Benefits & Results of Individual & Team Training and Coaching Programs 

• Increase your business revenues and personal income
• Develop a personalized plan to fit your needs and situation
• Free up more time for pleasurable activities and family gatherings
• Focus on your branding, services, clients, staffing, systems and marketing strategies
• Feel reassured about your business decisions, plans and actions
• Enjoy your work week more
• Decrease stress and frustration
• Improve your self-concept and sense of pride

Are You Ready to Take Off? 

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Coaching Program #1 – Educational Coaching

Who This Program Is For: 

Our Individual Coaching program is customized for individuals, partners and teams. We assess and work with you at whatever level of skill, knowledge or business maturity you have developed. This is an intensive coaching program that drives for measureable results.

Prerequisites for Enrollment: 

None, however, candidates must demonstrate determination, decisiveness and commitment.

The 6-Month Educational Coaching Program Includes: 

• 12 Individual & Team Coaching Sessions
• Mixture of 6 Q & A and Expert Guest Sessions
• 3 Sessions per month (45 minutes each session)

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Coaching Program #2 – Laser Coaching

Who This Program Is For: 

This Laser Coaching program is designed for any financial advisor who wants to focus on a very limited number of problems or issues. We begin wherever clients are in their business development progression.

The Laser Coaching Program Includes: 

• 1 to 3 Individual Coaching Sessions (45 minutes each session)
• Sessions to complete within 2 weeks

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Coaching Program # 3 – VIP Coaching

Who This Program Is For: 

Our focused VIP Coaching program is automatically included in 4 of the 6 teleseminar programs, including Builders, Launchers, Climbers and Transformers. The individual coaching program is exclusively reserved for current members already enrolled in these group courses. These sessions are very important accountability check points to assess a participant’s alignment with and progress in their group teleseminar program. 

The VIP Coaching Program Includes: 

• 2 Individual Coaching Sessions (45 minutes each session)
• Held every 3rd and 6th month of the group program

Participant Outcomes and Benefits: 

• Gain realistic perspective on your motivation and progress
• Re-evaluate and re-commit to your goals and action plan
• Feel inspired to energetically move forward

Take Back Control of Your Practice. Drive It Where You Want to Go.

Revel Miller provided insightful advice and valuable counsel, as it pertained to my financial services practice. He not only encouraged me, he also held me accountable to the tasks and assignments we jointly discussed during our coaching sessions. As a result, I felt motivated, not pressured when embarking upon areas outside of my comfort zone.

 

Mike Pacowta CPA, PFS

North Haven, CT

www.mikepacowta.com