Programs for Financial Services Professionals

Advantage Coaching & Training specializes in working with individuals and groups in the Financial Services industry. Past and present clients include:

• Chase Bank
• Claymore
• ING
• LPL
• Merrill Lynch
• MidAmerica Bank
• Morgan Stanley
• Northwestern Mutual
• Raymond James
• TIG Specialty Insurance
• Trustmark Insurance
• UBS
• VanKampen Funds
• Wachovia Securities

The coaches at ACT have the benefit of working from all angles in Financial Services. We work with Financial Advisors, Teams, Wholesalers, Managers, and Home offices offering a variety of services including:

One on one coaching

Whether it is skill building, managing others, building client loyalty or developing your marketing plan, we will work with you as a partner in your success. We offer a short complimentary coaching session for new clients in order to show you what coaching can do for you. Sessions can be done live or over the telephone. Find out more about our coaching services for:

• Financial Advisors
• Teams
• Wholesalers
• Managers
• Home Office Professionals

Seminars and workshops

We offer various courses that would be appropriate for Financial Advisors, Teams, Regional Presidents, Branch Managers and Home Office Professionals. Topics include, but are not limited to:

• Building Client Loyalty
• Sales Strategies
• Communication and Conflict Management
• Coaching Skills
• Tenacity and Confidence
• Dealing with Change and Transition
• Presentation Skills
• Time Management

All workshops could be tailored from 1 – 6 hours in length.

Keynote addresses

Humorous and motivating keynote addresses can help your organization be more productive and inspire your people to top performance. We work with organizations to reinforce their mission and message in inspirational (but not fluffy) keynote presentations. Also, for those wishing to educate their employees on how to find the right coach we have a 50 minute keynote that addresses differences in life coaching, income focused coaching and overall performance coaching that is educational and well received.

Assessments

We offer a wide variety of assessment tools to help you compare yourself to other top performers and to your own goals. These include:

• 360 evaluations
• Behavioral Profiles
• Practice Management comparisons to top advisors
• Time Management assessments
• Team assessments
• And many other individualized assessments

Contact us to discuss what assessment would be right for you.

Custom Workshops

As Psychologists and Executive Coaches we welcome the chance to create custom workshops to address your specific needs and goals. Call us for a free consultation to see if we can create a workshop that helps you achieve your results faster and with greater energy.

Books

We have several books that are helpful for those in the Financial Services Industry. These include:

• The Coward’s Guide to Conflict
• The Coach’s Handbook
• The Confidence Plan
• Coaching the Sale
• The Top Performer’s Guide to Change
• The Top Performer’s Guide to Conflict
• The Top Performer’s Guide to Speeches and Presentations

Click here to go to our product page.

Professionals in the Financial Services Industry demand the very best from their coaching. We count it an honor to work with people of such dedication and drive. Contact us now to discuss how we can partner with you to create next level results and relationships.

Testimonials

I have been working with Dr. Tim for roughly a year now. I came into our relationship having a professional background in sales and in the management of sales people.

Working with Tim has been a broadening and rewarding experience for me both personally and professionally. I have worked with him specifically to improve my coaching. As I have become a better coach, I have found that I now manage relationships better and have become more accountable and effective in areas that I deem important. I have also enhanced my leadership skills as a result. I have a great amount of professional respect and personal regard for Tim. Our relationship has meant a great deal to me.

Productivity Manager
Wachovia Securities

Carole Cowperthwaite-O'Hagan is an incredibly energetic coach who will help you reach your full potential. Using her professional questioning techniques, she will help you uncover the underlying issues that impede your success.

She does not give you the answers. Instead she assists and guides you to find the answers yourself, holding you accountable each step of the way. I have come to trust her implicitly, knowing that our discussions are kept in strict confidence. Carole will help you reach your professional and personal goals!

Sr. Vice-President
Trustmark Insurance Company

I have found that working with Barbara Kay at Advantage Coaching has made me a lot better employee and person. As a financial advisor, people pay a lot of money for professional financial advice.

Hiring a coach for their professional guidance is well worth it. Having an objective professional to pull the best ideas out of me and help hold me accountable has helped me take actionable steps toward accomplishing my goals. The coaching process has increased my efficiency, organization and effectiveness. I can’t imagine making the same progress without a coach. It is time and money well spent.

Vice President
External BDC
Wachovia Securities