Business and Life Coaching

Content in brief:

1. How balanced is your professional life?
2. Why work with a Coach?
3. How do I find the right coach?
4. How does coaching work?
5. Is the coaching confidential?
6. Group coaching
7. Team assessment and facilitation
8. Seminars and Workshops
9. Discovering Your Personal Blocks Test
10. How to find out more?

How balanced is your professional life?

Could you benefit from coaching? Take this quick test to find out! Within each of the following eight areas, chose the number that best represents your level of satisfaction in that area of your life ("7" = Completely satisfied; "1" = Completely dissatisfied):

Now, imagine the numbers you chose connecting to form a wheel. The rounder the wheel, the more balanced your life. Imagine how your car would travel if the wheels were in this shape! Are you content with the balance? If not, we can help. We work with individuals who desire growth, success, and balance in their lives. Print this page if you would like to do this test on paper.

Why work with a Coach?

Professionals use coaching to:

• Clarify vision
• Achieve goals
• Maximizing success
• Live a more fulfilling life

How do I find the right coach?

Coaching is a dynamic relationship. The professional sets the direction and the content. The coach provides focus, accountability and coaching expertise. The results are powerful. You can pick from our main group of coaches by reading their bios and requesting an appointment, or you may contact us and we will match you with the best coach. We encourage you to experience coaching first hand by contacting us for a 30 minute complimentary coaching session.

How does coaching work?

You and your coach set up a schedule to meet either in person or over the phone. Coaching sessions are generally 30 minutes to two hours, every one to two weeks. We urge our clients to set a schedule that works best for them. Coaching length is determined by each client, but we find that executives who sustain motivation and success develop long term coaching relationships.

Is the coaching confidential?

Our services are 100% confidential. This allows you to explore issues and ideas with complete protection and freedom.

Group coaching

For those who prefer coaching in a group we offer monthly telephone coaching sessions with your peers. This service is especially useful for those who like to learn from others and like the cost-effective process of working with a group. New groups start as we build up a list of interested participants. To indicate interest, please email us at info@advantagecoaching.com

Team assessment and facilitation

Team functioning depends on striving for mutual goals with clearly articulated roles and open communication. ACT can coach your team to peak performance through several services.

• Assessment – We can assess the roles, tendencies and potential needs for existing team members and the team as a whole. Does your team represent your brand well?
• Building a Team – Through assessments, interviews and facilitation we can help you build a process for profiling and interviewing potential team members and avoid the costly mistake of adding the wrong people to your team
• Facilitation – We can work with your team to make meetings more productive, work through conflict or simply go to the next level.
• Team Coaching – All teams have challenges. We can help coach your team to build greater trust, alignment, cooperation and excellence.
• Team Building Retreats – For those wanting a unique experience we can do creative and impactful team retreats.

Seminars and workshops

We offer various courses that would be appropriate for Financial Advisors. Topics include, but are not limited to:

All workshops could be tailored from 1 – 6 hours in length. We have sponsors available if you would like to arrange a workshop with your group. Contact us at info@advantagecoaching.com to discuss the possibilities.

Discovering Your Personal Blocks Test

Have you worked through these common blocks to achieving your full potential? On a scale of 1-7 with "7" being the highest, rate yourself on how much you struggle with each of these issues:

Total:

If your total score is over 32 or any one score is over 3, you may be inhibited from achieving your maximum level of success.

We specialize in working with your core issues in a way that brings out your strengths and helps you to perform at your best. Using a positive approach, we focus on target performance and strategic actions to produce change that leaves people feeling capable and good about themselves.

How to find out more?

To find out more about how our coaching can assist you and to set up a complimentary coaching session, contact us.

Testimonials

Tim has opened my eyes not just to new ways of communicating with my branch,

but how to improve productivity and raise teamwork.

Branch Manager Wachovia Securities

Advantage Coaching & Training, provide custom coaching, training and team building. Their services have benefited my work and the work of my clients. When coaching and organizational development issues arise, Barbara

and the ACT team will first assess the needs and then develop an individualized solution. Their approach is to partner with clients to generate the most productive result.

Managing Director - Investments
Davidson Companies

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

Coach Carole is a vital tool for successfully managing a team.

For those of us that are over-managed from above, having an ally in designing clear strategies to solve major issues provides compounded benefits.

Director-Investment Officer
The McGowanGroup of Wachovia Securities