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. Team assessment and facilitation
7. Workshops and Speaking
8. Discovering Your Personal Blocks Test
9. Interested?

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.

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 you 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.

Workshops and Speaking

Choosing a speaker or trainer is a difficult decision. If you have a mediocre speaker everyone knows it. If the training is boring or not applicable your reputation suffers and your money is lost.

It is critical to select speakers and trainers who have proven track records. There is a reason why we are brought back year after year by clients who can get anyone they want.

• Our presentations are impactful and relevant.
• Our keynotes consistently receive the highest remarks.
• Our workshops are highly interactive and eminently practical.
• Our seminars are completely customized to ensure maximum impact.

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

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

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.

Interested?

Contact us to discuss your current speaking or training needs and to find out about how we can make your next event the best one ever!

Testimonials

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
Wachovia Securities

I have worked with ACT for the past several years and have learned skills, and have been introduced to using tools that have completely changed my approach to both my professional and personal life.

I would highly encourage anyone to learn the techniques of coaching and to go through the programs that ACT offers, the impact and learnings are invaluable.

Vice President
Van Kampen

Carole has helped me gain tremendous insight into my own work habits as well as identifying personality preferences and individual strengths of my team. Through her

uidance we have become a much more effective and productive and greatly reduced the urgency driven environment which we seemed to be continually trapped.

Regional Director
Raymond James Financial Services